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PFDE vs KONG

Pathfinder Disciplined US Equity ETF vs Formidable Fortress ETF

PFDE

Pathfinder Disciplined US Equity ETF

Pathfinder ETFs

Annual cost

0.59%

Fund size

$117M

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

Key differences

  • PFDE costs 0.30% less per year.
  • PFDE is significantly larger than KONG — larger funds tend to be more liquid and less likely to close.
  • PFDE is classified as equity, while KONG is alternative — different risk/return profiles.
  • PFDE follows a active selection strategy; KONG uses option income.

Side-by-side comparison

PFDEKONG
Annual cost (TER)0.59%0.89%
Fund size (AUM)$117M$22M
Since20252021
Dividend yield0.36%
Asset classequityalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1YN/A+6.2%
CAGR 3YN/A+9.3%
CAGR 5YN/AN/A
Sharpe 3YN/A0.49
Volatility 1Y10.91%
Max drawdown-10.37%-19.98%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PFDE and KONG