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KONG vs QUAL
Formidable Fortress ETF vs iShares MSCI USA Quality Factor ETF
Key differences
- QUAL costs 0.74% less per year.
- QUAL is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
- KONG is classified as alternative, while QUAL is equity — different risk/return profiles.
- KONG follows a option income strategy; QUAL uses index tracking.
- Over the last 3 years, QUAL has delivered higher annualized returns.
- QUAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| KONG | QUAL | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.15% |
| Fund size (AUM) | $22M | $50.1B |
| Since | 2021 | 2013 |
| Dividend yield | 0.36% | 0.91% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +6.2% | +22.9% |
| CAGR 3Y | +9.3% | +20.8% |
| CAGR 5Y | N/A | +12.3% |
| Sharpe 3Y | 0.49 | 1.13 |
| Volatility 1Y | 10.91% | 12.05% |
| Max drawdown | -19.98% | -34.06% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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