IYZ vs. KONG ETF Comparison

Comparison of iShares U.S. Telecommunications ETF (IYZ) to Formidable Fortress ETF (KONG)
IYZ

iShares U.S. Telecommunications ETF

IYZ Description

The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$21.96

Average Daily Volume

546,347

Number of Holdings *

19

* may have additional holdings in another (foreign) market
KONG

Formidable Fortress ETF

KONG Description The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.

Grade (RS Rating)

Last Trade

$27.64

Average Daily Volume

3,029

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period IYZ KONG
30 Days 1.27% 3.44%
60 Days -7.07% 5.84%
90 Days -3.12% 4.23%
12 Months 1.22% 13.88%
1 Overlapping Holdings
Symbol Grade Weight in IYZ Weight in KONG Overlap
CSCO D 16.87% 3.33% 3.33%
IYZ Overweight 18 Positions Relative to KONG
Symbol Grade Weight
VZ D 14.42%
CMCSA F 14.29%
T D 4.48%
ANET A 4.32%
MSI A 4.04%
TMUS D 3.97%
CHTR F 3.9%
ROKU F 3.55%
FYBR D 3.47%
JNPR C 3.47%
LITE D 3.46%
CABO F 3.46%
UI F 3.43%
VSAT F 3.19%
IRDM F 3.16%
LBRDK F 3.09%
CIEN D 2.86%
LBRDA F 0.44%
IYZ Underweight 29 Positions Relative to KONG
Symbol Grade Weight
CHE B -4.05%
ADM D -3.92%
GNTX B -3.9%
EME A -3.81%
GGG A -3.74%
TPL C -3.62%
NDSN B -3.4%
RS A -3.39%
CPT D -3.36%
JNJ F -3.34%
MNST C -3.31%
JKHY D -3.31%
SPGI D -3.29%
RHI D -3.22%
WST B -3.21%
CTSH D -3.2%
DOX D -3.16%
UTHR C -3.09%
CTRA C -3.03%
GLPI D -2.96%
IBKR B -2.93%
REGN B -2.81%
MKTX F -2.75%
VRTX D -2.73%
FAST B -2.6%
SNA B -2.4%
ADP B -2.22%
PSA D -2.2%
ERIE C -2.16%
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