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LEXI vs KONG

Alexis Practical Tactical ETF vs Formidable Fortress ETF

LEXI

Alexis Practical Tactical ETF

Annual cost

1.00%

Fund size

$179M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

Both LEXI and KONG are alternative ETFs. LEXI charges 1.00% a year and KONG 0.89%. The main difference: KONG costs 0.11% less per year.

  • KONG costs 0.11% less per year.
  • LEXI is much larger than KONG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LEXI has delivered higher annualized returns.

Side-by-side comparison

LEXIKONG
Annual cost (TER)1.00%0.89%
Fund size (AUM)$179M$22M
Since20212021
Dividend yield0.84%0.36%
Asset classalternativealternative
Region
Strategyoption incomeoption income
CAGR 1Y+28.3%+4.3%
CAGR 3Y+20.1%+8.4%
CAGR 5YN/AN/A
Sharpe 3Y1.200.42
Volatility 1Y11.04%10.95%
Max drawdown-22.01%-19.98%

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

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