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SHUS vs KONG

Stratified LargeCap Hedged ETF vs Formidable Fortress ETF

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

Both SHUS and KONG are alternative ETFs. SHUS charges 0.79% a year and KONG 0.89%. The main difference: SHUS costs 0.10% less per year.

  • SHUS costs 0.10% less per year.
  • Over the last three years, SHUS has delivered higher annualized returns.

Side-by-side comparison

SHUSKONG
Annual cost (TER)0.79%0.89%
Fund size (AUM)$24M$22M
Since20212021
Dividend yield1.27%0.36%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+18.0%+4.3%
CAGR 3Y+10.6%+8.4%
CAGR 5YN/AN/A
Sharpe 3Y0.610.42
Volatility 1Y10.17%10.95%
Max drawdown-14.09%-19.98%

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

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