KONG vs. BSMC ETF Comparison
Comparison of Formidable Fortress ETF (KONG) to Brandes U.S. Small-Mid Cap Value ETF (BSMC)
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
$30.78
Average Daily Volume
2,568
33
BSMC
Brandes U.S. Small-Mid Cap Value ETF
BSMC Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to attain its investment objective by investing primarily in equity securities of U.S. companies with small- and mid-market capitalizations (market value of publicly traded equity securities).Grade (RS Rating)
Last Trade
$31.87
Average Daily Volume
8,977
64
Performance
| Period | KONG | BSMC |
|---|---|---|
| 30 Days | 4.39% | 4.56% |
| 60 Days | 5.75% | 2.90% |
| 90 Days | 9.18% | 3.86% |
| 12 Months | 22.10% | 23.55% |
KONG Overweight 30 Positions Relative to BSMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | A | 5.61% | |
| MKTX | D | 3.61% | |
| IBKR | A | 3.54% | |
| NVDA | C | 3.52% | |
| SNA | A | 3.25% | |
| ADBE | C | 3.24% | |
| FAST | B | 3.2% | |
| GOOG | C | 3.2% | |
| SPGI | C | 3.18% | |
| CTSH | B | 3.17% | |
| META | D | 3.04% | |
| WST | C | 3.01% | |
| GGG | B | 2.99% | |
| GLPI | C | 2.99% | |
| SNPS | B | 2.94% | |
| RS | B | 2.94% | |
| ADM | D | 2.93% | |
| REGN | F | 2.92% | |
| MNST | C | 2.92% | |
| PSA | D | 2.89% | |
| JKHY | D | 2.85% | |
| CHE | D | 2.79% | |
| JNJ | D | 2.76% | |
| VRTX | F | 2.68% | |
| MSFT | F | 2.63% | |
| GNTX | C | 2.4% | |
| CTRA | B | 2.4% | |
| ADP | B | 2.32% | |
| EME | C | 2.22% | |
| ERIE | D | 2.11% |
KONG Underweight 61 Positions Relative to BSMC
| Symbol | Grade | Weight | |
|---|---|---|---|
| NTGR | B | -3.1% | |
| PINC | B | -2.78% | |
| ERJ | B | -2.71% | |
| EPC | D | -2.39% | |
| TAP | C | -2.2% | |
| DGX | A | -2.14% | |
| CFG | B | -2.13% | |
| IPGP | D | -2.05% | |
| HCSG | C | -1.97% | |
| MD | B | -1.92% | |
| NPK | B | -1.9% | |
| UNF | B | -1.88% | |
| IFF | D | -1.79% | |
| EQC | B | -1.76% | |
| IPG | D | -1.74% | |
| INGR | B | -1.69% | |
| TXT | D | -1.68% | |
| OMF | A | -1.67% | |
| KMT | B | -1.64% | |
| SEIC | B | -1.61% | |
| MOG.A | B | -1.57% | |
| IMKTA | C | -1.53% | |
| GRFS | C | -1.49% | |
| PAHC | C | -1.49% | |
| ELAN | D | -1.46% | |
| QRVO | F | -1.32% | |
| SMG | D | -1.25% | |
| XRAY | F | -1.2% | |
| WTW | B | -1.18% | |
| PBH | A | -1.15% | |
| STT | A | -1.15% | |
| ORI | A | -1.14% | |
| WHR | B | -1.14% | |
| SHC | F | -1.1% | |
| PHG | D | -1.09% | |
| KNX | B | -1.06% | |
| FTRE | D | -1.05% | |
| LEVI | F | -1.04% | |
| OGN | D | -1.03% | |
| WKC | D | -1.01% | |
| SEB | F | -0.99% | |
| SON | D | -0.98% | |
| SXT | B | -0.98% | |
| SCHL | D | -0.96% | |
| WTM | A | -0.92% | |
| ARLO | C | -0.92% | |
| LANC | C | -0.89% | |
| WMK | C | -0.89% | |
| CPB | D | -0.88% | |
| CNA | B | -0.86% | |
| AVT | C | -0.86% | |
| SEE | C | -0.85% | |
| HSIC | B | -0.81% | |
| ZBH | C | -0.8% | |
| SKX | D | -0.77% | |
| ARW | D | -0.73% | |
| KELYA | F | -0.61% | |
| AGCO | D | -0.52% | |
| TKR | D | -0.5% | |
| LSTR | D | -0.4% | |
| HTLD | B | -0.34% |
KONG: Top Represented Industries & Keywords
BSMC: Top Represented Industries & Keywords
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