KONGFormidable Fortress ETF
Issuer： Formidable· Type： ETF
Positioning： Growth
Underlying exposure
Concentrated global large- and mid-cap equity exposure selected by Formidable Asset Management.
Strategy brief
Actively managed ETF seeking long-term capital appreciation by investing in a narrow basket of global large- and mid-cap stocks.
Latest close
$32.64
(+0.35%)
As of 2026-09-14
Latest distribution
$0.1120
Ex-date 2025-12-24
Estimated forward yield
0.36%
Listed date
2021-07-21
Expense ratio
0.89%
Payout frequency
Annual
History
Latest signal snapshot·2026-08
Use these as a first-pass read on whether the fund’s income looks attractive, supported, and paired with acceptable price behavior.
TTM yield
0.34% / annualized
TTM yield in the latest monthly snapshot.
Yield signalLow
Price CAGR
8.73% / annualized
Recent annualized share price change, excluding distributions.
Price CAGR signalHigh
Payout Support
+9.0%Return gap
No major payout-support issue detected in the latest window.
Payout support riskLow
Stability
Summarizes recent price stability using volatility, beta, and drawdown.
Stability signalLow
Sufficient history
Latest window: sufficient historyHistory
Each monthly point below is still calculated using the rolling 3-year window; this control only changes how much history you view.
Historical signalsLast 1 year · Monthly
Metrics historyLast 1 year · Monthly
Funds similar to KONG
Screened alternatives based on fund profile, payout support, stability, and yield/return that is not meaningfully lower.
Screened forTypeETFIncome engineDividendPositioningGrowthCash bufferNoMatches current fund criteria
KONG is always included. Add up to 2 similar funds to compare.
Compare list0/2 selected
TickerExposureBenchmarkSupport riskStabilityForward yieldTTM yieldTotal return CAGR
MARZExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield3.17%+2.81ppTTM yield3.03%+2.69ppTotal return CAGR+14.74%+5.36pp
BDYNExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield2.15%+1.79ppTTM yield1.99%+1.65ppTotal return CAGR+14.10%+4.72pp
XLSRExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.32%-0.04ppTTM yield0.45%+0.11ppTotal return CAGR+15.57%+6.19pp
USRDExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.43%+0.07ppTTM yield0.37%+0.03ppTotal return CAGR+18.65%+9.27pp
QVALExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.32%+0.96ppTTM yield1.35%+1.01ppTotal return CAGR+20.18%+10.80pp
USCLExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.00%+0.64ppTTM yield1.07%+0.73ppTotal return CAGR+19.03%+9.65pp
VTIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.15%+0.79ppTTM yield1.03%+0.69ppTotal return CAGR+20.65%+11.27pp
TXSExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.88%+0.52ppTTM yield0.75%+0.41ppTotal return CAGR+20.52%+11.14pp
IYFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.19%+0.83ppTTM yield1.40%+1.06ppTotal return CAGR+22.95%+13.57pp
GRNYExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.30%-0.06ppTTM yield0.07%-0.27ppTotal return CAGR+19.45%+10.07pp
GURUExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield0.17%-0.19ppTTM yield0.08%-0.26ppTotal return CAGR+22.57%+13.19pp
UTESExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield1.22%+0.86ppTTM yield1.61%+1.27ppTotal return CAGR+20.73%+11.35pp
IXGExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield2.81%+2.45ppTTM yield2.11%+1.77ppTotal return CAGR+26.11%+16.73pp
MKTNExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield——TTM yield0.24%-0.10ppTotal return CAGR+11.84%+2.46pp
EWIExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield3.87%+3.51ppTTM yield3.01%+2.67ppTotal return CAGR+28.93%+19.55pp
MAVFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield5.03%+4.67ppTTM yield0.37%+0.03ppTotal return CAGR+25.71%+16.33pp
XSHQExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.26%-0.10ppTTM yield1.19%+0.85ppTotal return CAGR+10.19%+0.81pp
DIAExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield0.99%+0.63ppTTM yield1.38%+1.04ppTotal return CAGR+17.06%+7.68pp
RSPExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.54%+1.18ppTTM yield1.46%+1.12ppTotal return CAGR+15.40%+6.02pp
STXKExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.21%+0.85ppTTM yield1.15%+0.81ppTotal return CAGR+14.04%+4.66pp
PZLVExposureBroad EquityBenchmarkOtherSupport riskLowStabilityMediumForward yield——TTM yield0.00%-0.34ppTotal return CAGR+71.15%+61.77pp
FEACExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.61%+0.25ppTTM yield0.75%+0.41ppTotal return CAGR+17.70%+8.32pp
VIOVExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield1.66%+1.30ppTTM yield1.67%+1.33ppTotal return CAGR+14.54%+5.16pp
SMMDExposureBroad EquityBenchmarkRussellSupport riskLowStabilityLowForward yield1.09%+0.73ppTTM yield1.06%+0.72ppTotal return CAGR+17.42%+8.04pp
IWMExposureBroad EquityBenchmarkRussell 2000Support riskLowStabilityLowForward yield0.95%+0.59ppTTM yield0.90%+0.56ppTotal return CAGR+17.31%+7.93pp
SCHVExposureBroad EquityBenchmarkDow JonesSupport riskLowStabilityLowForward yield1.82%+1.46ppTTM yield1.77%+1.43ppTotal return CAGR+20.17%+10.79pp
SPYExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.03%+0.67ppTTM yield0.98%+0.64ppTotal return CAGR+20.91%+11.53pp
VOOExposureBroad EquityBenchmarkS&P 500Support riskLowStabilityLowForward yield1.16%+0.80ppTTM yield1.04%+0.70ppTotal return CAGR+20.99%+11.61pp
TSNFExposureBroad EquityBenchmarkOtherSupport riskLowStabilityLowForward yield——TTM yield0.00%-0.34ppTotal return CAGR+37.87%+28.49pp