Screener
KONG vs YEAR
Formidable Fortress ETF vs AB Ultra Short Income ETF
Key differences
KONG is an alternative ETF, while YEAR is a fixed income ETF. KONG charges 0.89% a year and YEAR 0.25%.
- KONG is an alternative fund, while YEAR is a fixed income fund. They carry different risk/return profiles.
- KONG follows a option income strategy; YEAR uses active selection.
- YEAR costs 0.64% less per year.
- YEAR is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, KONG has delivered higher annualized returns.
Side-by-side comparison
| KONG | YEAR | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.25% |
| Fund size (AUM) | $22M | $1.5B |
| Since | 2021 | 2022 |
| Dividend yield | 0.36% | 4.19% |
| Asset class | alternative | fixed income |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +4.3% | +3.8% |
| CAGR 3Y | +8.4% | +5.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.42 | 1.24 |
| Volatility 1Y | 10.95% | 0.77% |
| Max drawdown | -19.98% | -0.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.