Skip to content
Beacon
Screener

TALV vs KONG

Transamerica Large Value Active ETF vs Formidable Fortress ETF

TALV

Transamerica Large Value Active ETF

Annual cost

Fund size

KONG

Formidable Fortress ETF

Formidable Funds

Annual cost

0.89%

Fund size

$22M

Key differences

  • TALV is classified as equity, while KONG is alternative — different risk/return profiles.
  • TALV follows a active selection strategy; KONG uses option income.

Side-by-side comparison

TALVKONG
Annual cost (TER)0.89%
Fund size (AUM)$22M
Since2021
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-7.23%-19.98%

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

Similar to TALV and KONG