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WRTH vs KONG

Worth Charting Options Income ETF vs Formidable Fortress ETF

WRTH

Worth Charting Options Income ETF

Annual cost

1.02%

Fund size

$31M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

Both WRTH and KONG are alternative ETFs. WRTH charges 1.02% a year and KONG 0.89%. The main difference: KONG costs 0.13% less per year.

  • KONG costs 0.13% less per year.
  • KONG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WRTHKONG
Annual cost (TER)1.02%0.89%
Fund size (AUM)$31M$22M
Since20262021
Dividend yield0.36%
Asset classalternativealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1YN/A+4.9%
CAGR 3YN/A+8.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.46
Volatility 1Y10.88%
Max drawdown-0.79%-19.98%

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

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