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KONG vs STXV

Formidable Fortress ETF vs Strive 1000 Value ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

STXV

Strive 1000 Value ETF

Annual cost

0.18%

Fund size

$79M

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

KONGSTXV
Annual cost (TER)0.89%0.18%
Fund size (AUM)$22M$79M
Since20212022
Dividend yield0.36%2.24%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+6.3%+28.1%
CAGR 3Y+9.8%+19.3%
CAGR 5YN/AN/A
Sharpe 3Y0.531.16
Volatility 1Y10.91%10.11%
Max drawdown-19.98%-14.80%

Similar to KONG and STXV