KONG vs VOO
Formidable Fortress ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | KONG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.03% | |
| AUM | $22M | $979.0B | |
| Dividend Yield | 0.36% | 1.09% | |
| Holdings | 54 | 509 | |
| YTD Return | +9.14% | +14.48% | |
| 1Y Return | +9.17% | +22.02% | |
| 3Y Return (annualized) | +9.13% | +21.80% | |
| 5Y Return (annualized) | +6.04% | +13.36% | |
| Volatility (annualized) | 12.4% | 14.2% | |
| Max Drawdown | -20.0% | -34.3% | |
| Fund Family | Formidable Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 21, 2021 | Sep 7, 2010 |
KONG vs VOO Performance
Formidable Fortress ETF (KONG) is a ETF from Formidable Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year KONG returned +9.17% while VOO returned +22.02%. Year to date, KONG is up 9.14% versus a gain of 14.48% for VOO.
Over three years, KONG compounded at +9.13% per year against +21.80% for VOO; over five years the annualized figures are +6.04% and +13.36% respectively. Across the full 5-year window we track, VOO has the edge at +13.61% annualized vs +6.22%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.4% 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 -20.0% for KONG and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
KONG charges 0.89% per year while VOO charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, KONG currently yields 0.36% against 1.09% for VOO.
Holdings Overlap
KONG and VOO share 27 holdings out of 510 unique holdings combined, representing a 16.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KONG or VOO?
KONG has an expense ratio of 0.89% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, KONG or VOO?
Over the past year KONG returned +9.17% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), KONG annualized +6.22% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, KONG or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 12.4% for KONG. Worst drawdown: KONG -20.0% vs VOO -34.3%.
Should I hold both KONG and VOO?
KONG and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between KONG and VOO?
KONG and VOO share 27 common holdings with a 16.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, KONG or VOO?
KONG yields 0.36% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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