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XFLX vs KONG

FundX Flexible ETF vs Formidable Fortress ETF

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

KONG

Formidable Fortress ETF

Annual cost

0.89%

Fund size

$22M

Key differences

XFLX is a fixed income ETF, while KONG is an alternative ETF. XFLX charges 0.97% a year and KONG 0.89%.

  • XFLX is a fixed income fund, while KONG is an alternative fund. They carry different risk/return profiles.
  • XFLX follows a active selection strategy; KONG uses option income.
  • KONG costs 0.08% less per year.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XFLXKONG
Annual cost (TER)0.97%0.89%
Fund size (AUM)$50M$22M
Since20022021
Dividend yield9.67%0.36%
Asset classfixed incomealternative
Region
Strategyactive selectionoption income
CAGR 1Y+4.7%+4.9%
CAGR 3YN/A+8.9%
CAGR 5YN/AN/A
Sharpe 3YN/A0.46
Volatility 1Y3.57%10.88%
Max drawdown-6.54%-19.98%

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

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