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KONG vs VOTE

Formidable Fortress ETF vs TCW Transform 500 ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

KONG is an alternative ETF, while VOTE is an equity ETF. KONG charges 0.89% a year and VOTE 0.05%.

  • KONG is an alternative fund, while VOTE is an equity fund. They carry different risk/return profiles.
  • KONG follows a option income strategy; VOTE uses index tracking.
  • VOTE costs 0.84% less per year.
  • VOTE is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VOTE has delivered higher annualized returns.

Side-by-side comparison

KONGVOTE
Annual cost (TER)0.89%0.05%
Fund size (AUM)$22M$1.1B
Since20212021
Dividend yield0.36%0.89%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+6.0%+26.1%
CAGR 3Y+9.5%+22.6%
CAGR 5YN/AN/A
Sharpe 3Y0.501.19
Volatility 1Y10.92%12.40%
Max drawdown-19.98%-25.70%

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

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