KONG vs. UPGR ETF Comparison

Comparison of Formidable Fortress ETF (KONG) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
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
UPGR

Xtrackers US Green Infrastructure Select Equity ETF

UPGR Description The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.

Grade (RS Rating)

Last Trade

$18.52

Average Daily Volume

198

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period KONG UPGR
30 Days 3.25% -1.13%
60 Days 4.95% -3.03%
90 Days 7.97% -2.99%
12 Months 20.74% -0.25%
2 Overlapping Holdings
Symbol Grade Weight in KONG Weight in UPGR Overlap
GGG B 2.99% 2.38% 2.38%
RS B 2.94% 2.59% 2.59%
KONG Overweight 31 Positions Relative to UPGR
Symbol Grade Weight
TPL A 5.61%
MKTX D 3.61%
IBKR A 3.54%
FFIV B 3.52%
NVDA B 3.52%
SNA A 3.25%
UTHR C 3.25%
ADBE C 3.24%
FAST B 3.2%
GOOG C 3.2%
SPGI C 3.18%
CTSH B 3.17%
META D 3.04%
WST C 3.01%
DOX D 2.99%
GLPI C 2.99%
SNPS 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%
MSFT D 2.63%
GNTX C 2.4%
CTRA B 2.4%
ADP A 2.32%
EME A 2.22%
ERIE D 2.11%
KONG Underweight 40 Positions Relative to UPGR
Symbol Grade Weight
PCT C -3.22%
TSLA B -3.19%
BE B -2.99%
RYI C -2.77%
PH A -2.58%
ITRI C -2.58%
IEX C -2.55%
CWST A -2.53%
MEG F -2.5%
WM B -2.47%
IR B -2.43%
AZZ A -2.42%
ORA B -2.42%
AMPS C -2.4%
RSG A -2.4%
CLH C -2.37%
RIVN F -2.37%
LII A -2.33%
ECL D -2.26%
ENS F -2.25%
ARRY F -2.23%
FLNC D -2.21%
PLUG F -2.17%
SHLS F -2.15%
VLTO C -2.14%
BLNK F -2.13%
CARR C -2.13%
XYL D -2.11%
QS F -2.06%
GPRE F -1.99%
AOS F -1.92%
CHPT F -1.92%
FSLR F -1.88%
EOSE D -1.86%
NVRI D -1.6%
NEP F -1.48%
LCID F -1.47%
RUN F -1.36%
NOVA F -1.14%
RNEW B -0.28%
Compare ETFs