Screener
KONG vs PWRD
Formidable Fortress ETF vs TCW Transform Systems ETF
Key differences
KONG is an alternative ETF, while PWRD is an equity ETF. KONG charges 0.89% a year and PWRD 0.75%.
- KONG is an alternative fund, while PWRD is an equity fund. They carry different risk/return profiles.
- KONG follows a option income strategy; PWRD uses active selection.
- PWRD costs 0.14% less per year.
- PWRD is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, PWRD has delivered higher annualized returns.
Side-by-side comparison
| KONG | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.75% |
| Fund size (AUM) | $22M | $1.4B |
| Since | 2021 | 2022 |
| Dividend yield | 0.36% | 0.15% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +6.0% | +32.3% |
| CAGR 3Y | +9.5% | +32.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.50 | 1.22 |
| Volatility 1Y | 10.92% | 23.94% |
| Max drawdown | -19.98% | -25.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.