KONG vs. ARTY ETF Comparison

Comparison of Formidable Fortress ETF (KONG) to iShares Future AI & Tech ETF (ARTY)
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

$30.44

Average Daily Volume

2,555

Number of Holdings *

33

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

iShares Future AI & Tech ETF

ARTY Description The fund generally will invest at least 80% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of equity securities across multiple sectors.

Grade (RS Rating)

Last Trade

$36.85

Average Daily Volume

77,618

Number of Holdings *

39

* may have additional holdings in another (foreign) market
Performance
Period KONG ARTY
30 Days 3.25% 4.04%
60 Days 4.95% 8.06%
90 Days 7.97% 8.70%
12 Months 20.74% 14.49%
5 Overlapping Holdings
Symbol Grade Weight in KONG Weight in ARTY Overlap
ADBE C 3.24% 0.7% 0.7%
CTSH B 3.17% 2.76% 2.76%
META D 3.04% 3.17% 3.04%
MSFT D 2.63% 2.67% 2.63%
NVDA B 3.52% 6.52% 3.52%
KONG Overweight 28 Positions Relative to ARTY
Symbol Grade Weight
TPL A 5.61%
MKTX D 3.61%
IBKR A 3.54%
FFIV B 3.52%
SNA A 3.25%
UTHR C 3.25%
FAST B 3.2%
GOOG C 3.2%
SPGI C 3.18%
WST C 3.01%
DOX D 2.99%
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 C 2.89%
JKHY D 2.85%
CHE D 2.79%
JNJ C 2.76%
VRTX D 2.68%
GNTX C 2.4%
CTRA B 2.4%
ADP A 2.32%
EME A 2.22%
ERIE D 2.11%
KONG Underweight 34 Positions Relative to ARTY
Symbol Grade Weight
AVGO D -5.99%
AMD F -5.09%
PLTR B -4.39%
INTC C -3.49%
CRWD B -3.41%
FTNT C -3.14%
GOOGL C -3.11%
ADSK A -3.09%
ANET C -3.06%
PANW B -3.0%
AMZN C -2.99%
SMCI F -2.84%
SNOW B -2.76%
IBM C -2.67%
ACN B -2.66%
NET B -2.43%
ANSS B -2.38%
ZS B -2.24%
PTC B -2.24%
BILL A -2.03%
MDB B -1.89%
S B -1.77%
OKTA C -1.72%
PATH C -1.52%
CRM B -0.98%
ORCL A -0.88%
QCOM F -0.65%
NOW A -0.65%
MRVL B -0.26%
DT D -0.05%
G B -0.03%
ESTC C -0.02%
NCNO C -0.01%
ZI D -0.01%
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