KONG vs. NBSM ETF Comparison
Comparison of Formidable Fortress ETF (KONG) to Neuberger Berman Small-Mid Cap ETF (NBSM)
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
$26.13
Average Daily Volume
2,927
30
NBSM
Neuberger Berman Small-Mid Cap ETF
NBSM Description
NBSM focuses on capital growth primarily through investments in small- and mid-cap firms. The fund seeks out undervalued companies with strong market positions and financial health, mainly in domestic markets with a minor proportion in foreign securities. Utilizing a bottom-up analysis, the fund manager identifies organizations they believe are valued below their intrinsic worth. Key considerations include historical returns, market niche, barriers to entry, and self-financing capabilities, emphasizing companies with established business operations over speculative growth prospects. NBSM aims to capitalize on market inefficiencies and manage risks through diversification and fundamental analysis. Furthermore, the manager also takes into account ESG factors into their decision making whenever applicable, aiming for a more comprehensive evaluation of potential investments. The fund may sell a security if it underperforms, reaches a set price or when better investment opportunities arise.Grade (RS Rating)
Last Trade
$24.58
Average Daily Volume
29,810
10
Performance
| Period | KONG | NBSM |
|---|---|---|
| 30 Days | -5.67% | -4.04% |
| 60 Days | -3.54% | |
| 90 Days | 0.41% | |
| 12 Months | 6.17% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KONG | Weight in NBSM | Overlap | |
|---|---|---|---|---|---|
| CHE | D | 3.58% | 2.95% | 2.95% |
KONG Overweight 29 Positions Relative to NBSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | 4.17% | |
| ADM | D | 3.98% | |
| TPL | B | 3.96% | |
| GNTX | D | 3.83% | |
| CPT | A | 3.51% | |
| NDSN | C | 3.42% | |
| GGG | D | 3.42% | |
| SPGI | C | 3.31% | |
| CSCO | D | 3.3% | |
| CTRA | B | 3.29% | |
| JKHY | C | 3.27% | |
| IBKR | A | 3.21% | |
| ADP | B | 3.18% | |
| JNJ | D | 3.17% | |
| UTHR | A | 3.16% | |
| RS | D | 3.14% | |
| DOX | D | 3.01% | |
| WST | D | 2.99% | |
| MNST | D | 2.97% | |
| PSA | D | 2.96% | |
| CTSH | D | 2.91% | |
| RHI | F | 2.91% | |
| GLPI | F | 2.84% | |
| VRTX | C | 2.69% | |
| REGN | C | 2.64% | |
| MKTX | F | 2.58% | |
| FAST | C | 2.39% | |
| SNA | D | 2.31% | |
| ERIE | C | 2.05% |
KONG: Top Represented Industries & Keywords
NBSM: Top Represented Industries & Keywords
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