Screener
VOTE vs KONG
TCW Transform 500 ETF vs Formidable Fortress ETF
Key differences
VOTE is an equity ETF, while KONG is an alternative ETF. VOTE charges 0.05% a year and KONG 0.89%.
- VOTE is an equity fund, while KONG is an alternative fund. They carry different risk/return profiles.
- VOTE follows a index tracking strategy; KONG uses option income.
- VOTE costs 0.84% less per year.
- VOTE is much larger than KONG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VOTE has delivered higher annualized returns.
Side-by-side comparison
| VOTE | KONG | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.89% |
| Fund size (AUM) | $1.1B | $22M |
| Since | 2021 | 2021 |
| Dividend yield | 0.89% | 0.36% |
| Asset class | equity | alternative |
| Region | north america | — |
| Strategy | index tracking | option income |
| CAGR 1Y | +26.1% | +6.0% |
| CAGR 3Y | +22.6% | +9.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.19 | 0.50 |
| Volatility 1Y | 12.40% | 10.92% |
| Max drawdown | -25.70% | -19.98% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.