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SDFI vs KONG

AB Short Duration Income ETF vs Formidable Fortress ETF

SDFI

AB Short Duration Income ETF

Annual cost

0.30%

Fund size

$174M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

SDFI is a fixed income ETF, while KONG is an alternative ETF. SDFI charges 0.30% a year and KONG 0.89%.

  • SDFI is a fixed income fund, while KONG is an alternative fund. They carry different risk/return profiles.
  • SDFI follows a active selection strategy; KONG uses option income.
  • SDFI costs 0.59% less per year.
  • SDFI is much larger than KONG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SDFIKONG
Annual cost (TER)0.30%0.89%
Fund size (AUM)$174M$22M
Since20182021
Dividend yield4.63%0.36%
Asset classfixed incomealternative
Region
Strategyactive selectionoption income
CAGR 1Y+4.4%+4.3%
CAGR 3YN/A+8.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.42
Volatility 1Y2.03%10.95%
Max drawdown-1.21%-19.98%

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

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