FORH vs KONG
Formidable ETF vs Formidable Fortress ETF
Which is better, FORH or KONG?
KONG has been ahead.
KONG has a lower expense ratio. KONG led over 1Y, 3Y, 5Y and the full window.
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 | FORH | KONG |
|---|---|---|
| Expense Ratio | 1.19% | 0.89%Best |
| AUM | $19M | $23M |
| Dividend Yield | 1.86% | 0.34% |
| Holdings | 129 | 106 |
| YTD Return | -2.55% | +8.48%Best |
| 1Y Return | -13.00% | +9.69%Best |
| 3Y Return (annualized) | +3.48% | +9.30%Best |
| 5Y Return (annualized) | +0.76% | +6.61%Best |
| Volatility (annualized) | 13.4% | 12.2%Best |
| Max Drawdown | -20.7% | -20.0%Best |
| $10,000 over 5 years | $10,386 | $13,772Best |
| Fund Family | Formidable Funds | Formidable Funds |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Apr 29, 2021 | Jul 21, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 22, 2021 to Oct 14, 2026 (5.2 years).
FORH 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 5.2 years both funds cover.
FORH vs KONG Performance
Formidable ETF (FORH) is an ETF from Formidable Funds and Formidable Fortress ETF (KONG) is an ETF from Formidable Funds. Over the past year FORH returned -13.00% while KONG returned +9.69%. Year to date, FORH is down 2.55% versus a gain of 8.48% for KONG.
Over three years, FORH compounded at +3.48% per year against +9.30% for KONG; over five years the annualized figures are +0.76% and +6.61% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FORH has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 12.2% 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 -20.7% for FORH and -20.0% 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 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FORH charges 1.19% per year while KONG charges 0.89%. On a $10,000 position that is $119 vs $89 annually, a gap of $30 per year that compounds over a long holding period. On income, FORH currently yields 1.86% against 0.34% for KONG.
Holdings Overlap
We hold position weights for 38 holdings in FORH and 34 in KONG, totalling 83.6% and 101.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 38 positions we hold weights for in FORH and 34 in KONG, against full books of 129 and 106.
You are not choosing between two funds in isolation.
Whichever of FORH 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, FORH or KONG?
FORH has an expense ratio of 1.19% while KONG charges 0.89%. KONG is the cheaper option, by $30 a year on a $10,000 investment.
Which performed better, FORH or KONG?
Over the past year FORH returned -13.00% vs +9.69% for KONG, so KONG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FORH or KONG?
FORH has been the more volatile fund at 13.4% annualized versus 12.2% for KONG. Worst drawdown: FORH -20.7% vs KONG -20.0%.
Should I hold both FORH and KONG?
FORH and KONG have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FORH or KONG?
FORH yields 1.86% while KONG yields 0.34%, so FORH currently pays the higher dividend yield.
Is KONG better than FORH?
KONG has a lower expense ratio. KONG led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.