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KONG vs VSLU

Formidable Fortress ETF vs Applied Finance Valuation Large Cap US ETF

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

VSLU

Applied Finance Valuation Large Cap US ETF

Annual cost

0.49%

Fund size

$496M

Key differences

  • VSLU costs 0.40% less per year.
  • VSLU is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • KONG is classified as alternative, while VSLU is equity — different risk/return profiles.
  • KONG follows a option income strategy; VSLU uses index tracking.
  • Over the last 3 years, VSLU has delivered higher annualized returns.

Side-by-side comparison

KONGVSLU
Annual cost (TER)0.89%0.49%
Fund size (AUM)$22M$496M
Since20212021
Dividend yield0.36%0.45%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeindex tracking
CAGR 1Y+7.1%+29.3%
CAGR 3Y+9.1%+22.4%
CAGR 5YN/A+14.5%
Sharpe 3Y0.481.24
Volatility 1Y10.90%12.58%
Max drawdown-19.98%-23.86%

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