KONG vs. IYF ETF Comparison
Comparison of Formidable Fortress ETF (KONG) to iShares U.S. Financial ETF (IYF)
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
$27.11
Average Daily Volume
3,248
Number of Holdings
*
30
* may have additional holdings in another (foreign) market
IYF
iShares U.S. Financial ETF
IYF Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial 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. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$95.20
Average Daily Volume
114,701
Number of Holdings
*
137
* may have additional holdings in another (foreign) market
Performance
| Period | KONG | IYF |
|---|---|---|
| 30 Days | -1.65% | 2.65% |
| 60 Days | -0.47% | 3.57% |
| 90 Days | 3.13% | 8.77% |
| 12 Months | 12.52% | 37.80% |
KONG Overweight 27 Positions Relative to IYF
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | 4.31% | |
| ADM | C | 3.92% | |
| GNTX | D | 3.75% | |
| TPL | C | 3.74% | |
| CPT | B | 3.68% | |
| CHE | D | 3.59% | |
| NDSN | C | 3.5% | |
| UTHR | B | 3.46% | |
| GGG | D | 3.38% | |
| CTRA | B | 3.25% | |
| JKHY | D | 3.22% | |
| CSCO | D | 3.2% | |
| JNJ | F | 3.18% | |
| ADP | D | 3.13% | |
| RS | D | 3.1% | |
| PSA | D | 3.05% | |
| WST | D | 2.99% | |
| DOX | D | 2.97% | |
| MNST | D | 2.97% | |
| RHI | D | 2.89% | |
| GLPI | D | 2.88% | |
| CTSH | D | 2.84% | |
| REGN | C | 2.82% | |
| VRTX | C | 2.68% | |
| FAST | D | 2.3% | |
| SNA | D | 2.3% | |
| ERIE | C | 2.11% |
KONG Underweight 134 Positions Relative to IYF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | D | -12.56% | |
| JPM | B | -9.77% | |
| BAC | B | -4.4% | |
| WFC | A | -4.06% | |
| GS | A | -2.93% | |
| PGR | A | -2.55% | |
| C | A | -2.47% | |
| BLK | D | -2.4% | |
| MS | A | -2.34% | |
| SCHW | A | -2.28% | |
| CB | C | -2.11% | |
| MMC | C | -2.07% | |
| BX | D | -1.79% | |
| CME | C | -1.57% | |
| ICE | C | -1.56% | |
| KKR | C | -1.38% | |
| USB | D | -1.32% | |
| MCO | C | -1.3% | |
| PNC | B | -1.28% | |
| APO | C | -1.19% | |
| AON | F | -1.16% | |
| AIG | A | -1.14% | |
| AJG | C | -1.08% | |
| TFC | B | -1.06% | |
| TRV | D | -1.02% | |
| AFL | A | -1.01% | |
| MET | C | -0.93% | |
| ALL | B | -0.92% | |
| BK | A | -0.91% | |
| AMP | C | -0.88% | |
| PRU | A | -0.87% | |
| MSCI | D | -0.76% | |
| COIN | D | -0.74% | |
| ACGL | A | -0.73% | |
| DFS | C | -0.63% | |
| HIG | C | -0.61% | |
| NU | C | -0.56% | |
| FITB | A | -0.54% | |
| WTW | D | -0.54% | |
| MTB | A | -0.52% | |
| TROW | D | -0.5% | |
| RJF | C | -0.49% | |
| ARES | A | -0.49% | |
| STT | C | -0.47% | |
| NDAQ | D | -0.46% | |
| BR | D | -0.46% | |
| MKL | A | -0.44% | |
| BRO | C | -0.42% | |
| PFG | C | -0.41% | |
| LPLA | B | -0.41% | |
| HBAN | A | -0.41% | |
| FCNCA | B | -0.39% | |
| RF | B | -0.38% | |
| CINF | D | -0.37% | |
| NTRS | C | -0.36% | |
| EG | C | -0.34% | |
| FDS | D | -0.34% | |
| CFG | A | -0.34% | |
| WRB | D | -0.32% | |
| KEY | C | -0.29% | |
| L | A | -0.29% | |
| RGA | A | -0.28% | |
| TW | A | -0.27% | |
| FNF | B | -0.25% | |
| EQH | A | -0.24% | |
| RNR | C | -0.24% | |
| HOOD | C | -0.23% | |
| ALLY | B | -0.22% | |
| EWBC | A | -0.22% | |
| NLY | A | -0.21% | |
| AIZ | D | -0.19% | |
| AFG | C | -0.19% | |
| FHN | A | -0.18% | |
| CG | D | -0.18% | |
| ORI | A | -0.17% | |
| SF | A | -0.17% | |
| UNM | B | -0.17% | |
| KNSL | D | -0.17% | |
| JEF | B | -0.17% | |
| OWL | B | -0.17% | |
| GL | F | -0.16% | |
| PRI | D | -0.16% | |
| MORN | D | -0.16% | |
| WBS | D | -0.16% | |
| CMA | B | -0.15% | |
| VOYA | B | -0.15% | |
| BEN | F | -0.15% | |
| AGNC | C | -0.14% | |
| SOFI | F | -0.14% | |
| HLI | A | -0.14% | |
| EVR | C | -0.14% | |
| CBSH | A | -0.14% | |
| SEIC | C | -0.14% | |
| WAL | B | -0.14% | |
| XP | D | -0.14% | |
| WTFC | B | -0.13% | |
| ZION | B | -0.13% | |
| BPOP | A | -0.13% | |
| PNFP | C | -0.13% | |
| CFR | D | -0.13% | |
| PB | B | -0.12% | |
| FAF | D | -0.12% | |
| MTG | B | -0.12% | |
| SNV | C | -0.12% | |
| OMF | B | -0.12% | |
| STWD | C | -0.12% | |
| RLI | A | -0.12% | |
| OZK | B | -0.11% | |
| RYAN | D | -0.11% | |
| AMG | D | -0.11% | |
| IVZ | D | -0.11% | |
| RITM | A | -0.11% | |
| AXS | A | -0.11% | |
| WTM | A | -0.1% | |
| SLM | B | -0.1% | |
| THG | A | -0.1% | |
| FNB | A | -0.1% | |
| LNC | C | -0.09% | |
| COLB | C | -0.09% | |
| LAZ | C | -0.09% | |
| AGO | D | -0.09% | |
| JHG | A | -0.09% | |
| KMPR | B | -0.08% | |
| TPG | D | -0.07% | |
| CACC | D | -0.07% | |
| NYCB | D | -0.06% | |
| BOKF | A | -0.06% | |
| FHB | B | -0.06% | |
| BHF | D | -0.06% | |
| RKT | B | -0.04% | |
| VIRT | B | -0.04% | |
| CNA | B | -0.03% | |
| TFSL | B | -0.02% | |
| UWMC | B | -0.02% |
KONG: Top Represented Industries & Keywords
Industries:
Biotechnology
Capital Markets
Business Services
Diversified Industrials
Auto Parts
Beverages - Soft Drinks
Communication Equipment
Drug Manufacturers - Major
Engineering & Construction
Farm Products
Industrial Distribution
Information Technology Services
Insurance Brokers
Medical Care
Medical Instruments & Supplies
Oil & Gas E&P
REIT - Diversified
REIT - Industrial
REIT - Residential
Real Estate - General
Keywords:
S&P 500
Nasdaq 100
Insurance
Customer Relationship Management
Infectious Diseases
Plumbing
Real Estate Investment Trust
Adhesives
Alarms
Alcohol
Biotechnology
Breakthrough Therapy
Brokerage
Business Consulting
Business Software
CRM
Cardiovascular Disease
Chemical Compounds
Consumer Products
Diagnostic Products
IYF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Insurance - Property & Casualty
Insurance - Life
Insurance - Diversified
Banks - Global
Credit Services
Insurance - Specialty
Insurance Brokers
Financial Data & Stock Exchanges
Insurance - Reinsurance
Business Services
REIT - Diversified
REIT - Residential
Banks - Diversified
Mortgage Finance
Savings & Cooperative Banks
Shell Companies
Software - Application
Keywords:
S&P 500
Insurance
Bank
Banking
Insurance Products
Investment Bank
Commercial Banking
Disability
Financial Products
Cash Management
Investment Management
Life Insurance
Casualty Insurance
Deposit Products
Investment Banking
Investment Product
Advisory Services
Cash Management Services
Commercial Bank
Health Insurance
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