Screener
MOOD vs KONG
Relative Sentiment Tactical Allocation ETF vs Formidable Fortress ETF
Key differences
Both MOOD and KONG are alternative ETFs. MOOD charges 0.73% a year and KONG 0.89%. The main difference: MOOD follows a tactical allocation strategy; KONG uses option income.
- MOOD follows a tactical allocation strategy; KONG uses option income.
- MOOD costs 0.16% less per year.
- MOOD is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MOOD has delivered higher annualized returns.
Side-by-side comparison
| MOOD | KONG | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.89% |
| Fund size (AUM) | $143M | $22M |
| Since | 2022 | 2021 |
| Dividend yield | 0.35% | 0.36% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | tactical allocation | option income |
| CAGR 1Y | +34.3% | +4.3% |
| CAGR 3Y | +20.6% | +8.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 0.42 |
| Volatility 1Y | 14.49% | 10.95% |
| Max drawdown | -14.34% | -19.98% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.