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KONG vs STRV
Formidable Fortress ETF vs Strive 500 ETF
Key differences
KONG is an alternative ETF, while STRV is an equity ETF. KONG charges 0.89% a year and STRV 0.05%.
- KONG is an alternative fund, while STRV is an equity fund. They carry different risk/return profiles.
- KONG follows a option income strategy; STRV uses index tracking.
- STRV costs 0.84% less per year.
- STRV is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, STRV has delivered higher annualized returns.
Side-by-side comparison
| KONG | STRV | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.05% |
| Fund size (AUM) | $22M | $1.1B |
| Since | 2021 | 2022 |
| Dividend yield | 0.36% | 1.02% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +6.3% | +24.9% |
| CAGR 3Y | +9.8% | +22.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.53 | 1.19 |
| Volatility 1Y | 10.91% | 12.72% |
| Max drawdown | -19.98% | -18.99% |
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