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KONG vs PIEQ

Formidable Fortress ETF vs Principal International Equity ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

PIEQ

Principal International Equity ETF

Principal Funds

Annual cost

0.48%

Fund size

$1.5B

Key differences

  • PIEQ costs 0.41% less per year.
  • PIEQ is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • KONG is classified as alternative, while PIEQ is equity — different risk/return profiles.
  • KONG follows a option income strategy; PIEQ uses index tracking.

Side-by-side comparison

KONGPIEQ
Annual cost (TER)0.89%0.48%
Fund size (AUM)$22M$1.5B
Since20212024
Dividend yield0.36%1.22%
Asset classalternativeequity
Regionglobal
Strategyoption incomeindex tracking
CAGR 1Y+6.2%+28.5%
CAGR 3Y+9.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.49N/A
Volatility 1Y10.91%15.72%
Max drawdown-19.98%-15.17%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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