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STXV vs KONG
Strive 1000 Value ETF vs Formidable Fortress ETF
Key differences
STXV is an equity ETF, while KONG is an alternative ETF. STXV charges 0.18% a year and KONG 0.89%.
- STXV is an equity fund, while KONG is an alternative fund. They carry different risk/return profiles.
- STXV follows a index tracking strategy; KONG uses option income.
- STXV costs 0.71% less per year.
- STXV is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, STXV has delivered higher annualized returns.
Side-by-side comparison
| STXV | KONG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.89% |
| Fund size (AUM) | $79M | $22M |
| Since | 2022 | 2021 |
| Dividend yield | 2.24% | 0.36% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +28.1% | +6.3% |
| CAGR 3Y | +19.3% | +9.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.16 | 0.53 |
| Volatility 1Y | 10.11% | 10.91% |
| Max drawdown | -14.80% | -19.98% |
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