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MAXI vs KONG

Simplify Bitcoin Strategy ETF vs Formidable Fortress ETF

MAXI

Simplify Bitcoin Strategy ETF

Annual cost

1.31%

Fund size

$31M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

Both MAXI and KONG are alternative ETFs. MAXI charges 1.31% a year and KONG 0.89%. The main difference: KONG costs 0.42% less per year.

  • KONG costs 0.42% less per year.
  • Over the last three years, MAXI has delivered higher annualized returns.

Side-by-side comparison

MAXIKONG
Annual cost (TER)1.31%0.89%
Fund size (AUM)$31M$22M
Since20222021
Dividend yield57.40%0.36%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y-63.1%+4.9%
CAGR 3Y+12.6%+8.9%
CAGR 5YN/AN/A
Sharpe 3Y0.450.46
Volatility 1Y65.40%10.88%
Max drawdown-68.11%-19.98%

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

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