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KONG vs PSET

Formidable Fortress ETF vs Principal Quality ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

PSET

Principal Quality ETF

Principal Funds

Annual cost

0.15%

Fund size

$33M

Key differences

  • PSET costs 0.74% less per year.
  • KONG is classified as alternative, while PSET is equity — different risk/return profiles.
  • KONG follows a option income strategy; PSET uses index tracking.
  • Over the last 3 years, PSET has delivered higher annualized returns.
  • PSET has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KONGPSET
Annual cost (TER)0.89%0.15%
Fund size (AUM)$22M$33M
Since20212016
Dividend yield0.36%0.64%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+6.2%+8.5%
CAGR 3Y+9.3%+13.7%
CAGR 5YN/A+9.0%
Sharpe 3Y0.490.65
Volatility 1Y10.91%12.82%
Max drawdown-19.98%-34.74%

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

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