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KONG vs TMFE

Formidable Fortress ETF vs Motley Fool Capital Efficiency 100 Index ETF

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

TMFE

Motley Fool Capital Efficiency 100 Index ETF

Motley Fool

Annual cost

0.50%

Fund size

$84M

Key differences

  • TMFE costs 0.39% less per year.
  • TMFE is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • KONG is classified as alternative, while TMFE is equity — different risk/return profiles.
  • KONG follows a option income strategy; TMFE uses index tracking.
  • Over the last 3 years, TMFE has delivered higher annualized returns.

Side-by-side comparison

KONGTMFE
Annual cost (TER)0.89%0.50%
Fund size (AUM)$22M$84M
Since20212021
Dividend yield0.36%0.32%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+6.2%+10.2%
CAGR 3Y+9.3%+21.1%
CAGR 5YN/AN/A
Sharpe 3Y0.491.07
Volatility 1Y10.91%12.24%
Max drawdown-19.98%-31.07%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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