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KONGvsLSVDETF Comparison
Formidable Fortress ETF (KONG) belongs to the Global Blended Cap segment. LSV Disciplined Value ETF (LSVD) is part of the US Multi-Factor segment. KONG's top 3 sector exposures are Information Technology, Industrials and Health Care. In contrast, LSVD's top sector exposures are Information Technology, Communication Services and Health Care. KONG is more expensive with a Total Expense Ratio (TER) of 0.89%, versus 0.4% for LSVD. KONG is up 1.52% year-to-date (YTD) with - in YTD flows. LSVD performs worse with 0.87% YTD performance, and +$347K in YTD flows. Run a side-by-side ETF comparison of KONG and LSVD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
KONG vs LSVD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | KONG LSVD | +0.55%-3.29% | +2.42%+1.61% | +1.52%+0.87% | +7.42%+27.54% | +29.83%n/a | n/an/a |
| Flows | KONG LSVD | -+$549K | -+$392K | -+$347K | -$1M+$508M | -$7M- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | KONG LSVD | +11.23%+12.85% | +14.08%+18.52% | +11.46%n/a | n/an/a |
| Max drawdown | KONG LSVD | -3.42%-3.93% | -10.17%-14.20% | -15.24%n/a | n/an/a |
| Max drawdown duration | KONG LSVD | 42d28d | 60d45d | 315dn/a | n/an/a |
KONG | LSVD | |
Last sale 3/11/2026 at 1:30 PM | $30.00 | |
| Previous close 03/10/2026 | $29.94 | |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
KONG | LSVD | |
|---|---|---|
| Last price | – | $30.00 |
| 1D performance | – | +0.20% |
| AuM | $22.44 M | $552.96 M |
| E/R | 0.89% | 0.4% |
KONG | LSVD | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Formidable | LSV Asset Management |
| Benchmark | - | - |
| N° of holdings | 34 | 118 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 21, 2021 | December 18, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the KONG and LSVD ETFs performed in 2026?
As of March 9, 2026, KONG is up 1.52% year-to-date (YTD), while LSVD has returned 0.87%. That puts KONG better performer ahead so far this year.
Which ETF is attracting more investor money: KONG or LSVD?
Year-to-date, the KONG ETF saw - in flows, compared to +$347K for LSVD.
Which ETF is more volatile: KONG or LSVD?
Over the past year, KONG had a volatility of 14.08%, while LSVD experienced 18.52%.
Which ETF is bigger: KONG or LSVD?
As of March 9, 2026, KONG holds $22.44 M in assets under management (AUM), while LSVD manages $552.96 M.
What sectors do the KONG and LSVD ETFs invest in?
KONG leans toward sectors like Information Technology, Industrials and Health Care. Meanwhile, LSVD focuses on Information Technology, Communication Services and Health Care.
What are the top holdings of the KONG ETF and LSVD ETF?
KONG top holdings include META PLATFORMS, INTERACTIVE BROKERS GROUP and NVIDIA. LSVD holds in its top three: NVIDIA, APPLE and ALPHABET INC-CL.
Which ETF is more diversified: KONG or LSVD?
KONG holds 34 securities with 51.8% of its assets in the top 15. LSVD has 119 securities and a top 15 weight of 42.35%.
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