KONG vs. CGBL ETF Comparison
Comparison of Formidable Fortress ETF (KONG) to Capital Group Core Balanced ETF (CGBL)
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
2,555
33
CGBL
Capital Group Core Balanced ETF
CGBL Description
In seeking to pursue its investment objective, the fund varies its mix of direct or indirect exposure to equity securities, debt securities and money market instruments and cash. Under normal market conditions, the fund"s investment adviser will maintain the following investment mix: 50%-75% in equity securities, at least 25% in debt securities, and the remainder of the fund"s assets (if any) in money market instruments and cash. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.76
Average Daily Volume
358,940
59
Performance
| Period | KONG | CGBL |
|---|---|---|
| 30 Days | 4.34% | 1.34% |
| 60 Days | 6.41% | 1.53% |
| 90 Days | 8.19% | 3.59% |
| 12 Months | 22.11% | 22.55% |
KONG Overweight 27 Positions Relative to CGBL
| Symbol | Grade | Weight | |
|---|---|---|---|
| TPL | B | 6.22% | |
| IBKR | B | 3.8% | |
| MKTX | D | 3.54% | |
| FFIV | A | 3.54% | |
| SNA | A | 3.27% | |
| FAST | B | 3.19% | |
| SPGI | C | 3.17% | |
| GLPI | B | 3.1% | |
| CTSH | B | 3.09% | |
| UTHR | C | 3.08% | |
| ADBE | C | 3.07% | |
| GGG | B | 2.99% | |
| RS | B | 2.99% | |
| SNPS | B | 2.98% | |
| DOX | D | 2.96% | |
| ADM | F | 2.96% | |
| PSA | C | 2.92% | |
| JKHY | D | 2.84% | |
| WST | C | 2.84% | |
| JNJ | D | 2.81% | |
| MNST | B | 2.8% | |
| CHE | D | 2.78% | |
| CTRA | B | 2.58% | |
| GNTX | C | 2.35% | |
| ADP | B | 2.33% | |
| EME | B | 2.33% | |
| ERIE | D | 2.2% |
KONG Underweight 53 Positions Relative to CGBL
| Symbol | Grade | Weight | |
|---|---|---|---|
| CGCP | D | -26.19% | |
| AVGO | D | -5.19% | |
| TSM | C | -2.46% | |
| PM | B | -2.11% | |
| BKNG | B | -2.08% | |
| LLY | F | -1.94% | |
| APO | A | -1.66% | |
| HD | A | -1.65% | |
| GILD | B | -1.58% | |
| UNH | B | -1.45% | |
| AON | A | -1.26% | |
| LHX | C | -1.2% | |
| CMCSA | C | -1.14% | |
| AAPL | B | -1.13% | |
| RCL | B | -1.11% | |
| RGLD | D | -0.93% | |
| BX | B | -0.92% | |
| MA | B | -0.9% | |
| AJG | A | -0.88% | |
| DE | B | -0.84% | |
| GM | B | -0.8% | |
| BA | D | -0.8% | |
| DFS | B | -0.78% | |
| STZ | D | -0.78% | |
| VICI | C | -0.76% | |
| MO | A | -0.75% | |
| COF | B | -0.73% | |
| JPM | B | -0.72% | |
| CAT | B | -0.69% | |
| ORCL | C | -0.69% | |
| EXR | C | -0.68% | |
| ARES | B | -0.68% | |
| ATI | D | -0.68% | |
| AMZN | C | -0.67% | |
| IR | A | -0.61% | |
| SBUX | B | -0.58% | |
| ICE | D | -0.53% | |
| DHI | D | -0.52% | |
| GE | D | -0.52% | |
| TDG | D | -0.51% | |
| COP | D | -0.51% | |
| ASML | F | -0.5% | |
| DRI | B | -0.49% | |
| OWL | B | -0.48% | |
| CME | A | -0.48% | |
| WFC | A | -0.48% | |
| KKR | B | -0.45% | |
| MSTR | C | -0.42% | |
| NKE | F | -0.42% | |
| NUE | D | -0.39% | |
| LUV | B | -0.38% | |
| TMO | F | -0.38% | |
| AMAT | F | -0.32% |
KONG: Top Represented Industries & Keywords
CGBL: Top Represented Industries & Keywords
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