BWTG vs KONG
Brendan Wood TopGun ETF vs Formidable Fortress ETF
Which is better, BWTG or KONG?
BWTG has been ahead.
KONG has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. KONG is less concentrated, with 43.3% of the fund in its ten largest positions against 56.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BWTG | KONG |
|---|---|---|
| Expense Ratio | 0.95% | 0.89%Best |
| AUM | $21M | $23M |
| Dividend Yield | 0.33% | 0.34% |
| Holdings | 42 | 106 |
| YTD Return | +5.61% | +8.48%Best |
| 1Y Return | +10.02%Best | +9.69% |
| 3Y Return (annualized) | +19.00%Best | +9.30% |
| 5Y Return (annualized) | - | +6.61% |
| Volatility (annualized) | 11.8% | 9.6%Best |
| Max Drawdown | -13.2%Best | -15.5% |
| $10,000 over 2.9 years | $16,561Best | $13,414 |
| Top 10 Weight | 56.7% | 43.3%Best |
| Fund Family | Brendan Wood TopGun | Formidable Funds |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 9, 2023 | Jul 21, 2021 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 9, 2023 to Oct 14, 2026 (2.9 years).
BWTG vs KONG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
BWTG vs KONG Performance
Brendan Wood TopGun ETF (BWTG) is an ETF from Brendan Wood TopGun and Formidable Fortress ETF (KONG) is an ETF from Formidable Funds. Over the past year BWTG returned +10.02% while KONG returned +9.69%. Year to date, BWTG is up 5.61% versus a gain of 8.48% for KONG.
Over three years, BWTG compounded at +19.00% per year against +9.30% for KONG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BWTG has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 9.6% for KONG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.2% for BWTG and -15.5% for KONG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BWTG charges 0.95% per year while KONG charges 0.89%. On a $10,000 position that is $95 vs $89 annually, a gap of $6 per year that compounds over a long holding period. On income, BWTG currently yields 0.33% against 0.34% for KONG.
Holdings Overlap
16.1% of BWTG's money is in holdings KONG also owns. 12.9% of KONG's money is in holdings BWTG also owns.
BWTG and KONG share little of their money.
3 positions in common, counted across the 20 positions we hold weights for in BWTG and 34 in KONG, against full books of 42 and 106.
What only one of them owns
Our book lists 31 positions for KONG that do not appear in our book for BWTG (88.1% of the fund), and 12 for BWTG that do not appear in KONG (58.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BWTG and KONG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BWTG or KONG?
BWTG has an expense ratio of 0.95% while KONG charges 0.89%. KONG is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, BWTG or KONG?
Over the past year BWTG returned +10.02% vs +9.69% for KONG, so BWTG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BWTG or KONG?
BWTG has been the more volatile fund at 11.8% annualized versus 9.6% for KONG. Worst drawdown: BWTG -13.2% vs KONG -15.5%.
Should I hold both BWTG and KONG?
BWTG and KONG have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BWTG and KONG?
16.1% of BWTG's money is in holdings KONG also owns. 12.9% of KONG's is in holdings BWTG also owns. They hold 3 positions in common, counted across the 20 positions we hold weights for in BWTG and 34 in KONG.
Which pays a higher dividend, BWTG or KONG?
BWTG yields 0.33% while KONG yields 0.34%, so KONG currently pays the higher dividend yield.
Is KONG better than BWTG?
KONG has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. KONG is less concentrated, with 43.3% of the fund in its ten largest positions against 56.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.