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KONG vs SHUS

Formidable Fortress ETF vs Stratified LargeCap Hedged ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

Both KONG and SHUS are alternative ETFs. KONG charges 0.89% a year and SHUS 0.79%. The main difference: SHUS costs 0.10% less per year.

  • SHUS costs 0.10% less per year.
  • Over the last three years, SHUS has delivered higher annualized returns.

Side-by-side comparison

KONGSHUS
Annual cost (TER)0.89%0.79%
Fund size (AUM)$22M$24M
Since20212021
Dividend yield0.36%1.27%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+4.3%+18.0%
CAGR 3Y+8.4%+10.6%
CAGR 5YN/AN/A
Sharpe 3Y0.420.61
Volatility 1Y10.95%10.17%
Max drawdown-19.98%-14.09%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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