Screener
KONG vs STXV
Formidable Fortress ETF vs Strive 1000 Value ETF
Key differences
KONG is an alternative ETF, while STXV is an equity ETF. KONG charges 0.89% a year and STXV 0.18%.
- KONG is an alternative fund, while STXV is an equity fund. They carry different risk/return profiles.
- KONG follows a option income strategy; STXV uses index tracking.
- STXV costs 0.71% less per year.
- STXV is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, STXV has delivered higher annualized returns.
Side-by-side comparison
| KONG | STXV | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.18% |
| Fund size (AUM) | $22M | $79M |
| Since | 2021 | 2022 |
| Dividend yield | 0.36% | 2.24% |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +6.3% | +28.1% |
| CAGR 3Y | +9.8% | +19.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.53 | 1.16 |
| Volatility 1Y | 10.91% | 10.11% |
| Max drawdown | -19.98% | -14.80% |
Similar to KONG and STXV
Explore further