WTIP vs KONG
Comparison between WISDOMTREE INFLATION PLUS FUND (WTIP, ETF) and FORMIDABLE FORTRESS ETF (KONG, ETF).
WTIP vs KONG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTIP
$22M
KONG
$22M
Expense Ratio
Winner
WTIP
0.65%
KONG
0.89%
Max Drawdown
Winner
WTIP
10.79%
KONG
20.08%
Sharpe Ratio
Winner
WTIP
1.32
KONG
0.28
5Y Beta
Winner
WTIP
0.18
KONG
0.65
P/E Ratio
WTIP
N/A
KONG
25.99
Forward P/E
WTIP
N/A
KONG
21.95
PEG Ratio
WTIP
N/A
KONG
0.85
5Y EPS CAGR
WTIP
N/A
KONG
24.27%
Debt to Equity
WTIP
N/A
KONG
21.04%
P/S Ratio
WTIP
N/A
KONG
4.98
P/B Ratio
WTIP
N/A
KONG
5.46
WTIP vs KONG - Holdings Comparison
WTIP and KONG have 1 common holdings. Overlap is -29.49%
WTIP's top 25 holdings weight is 148.69%. KONG's top 25 holdings weight is 87.96%.
| Rank | WTIP | KONG |
|---|---|---|
| #1 | UNITED STATES TREASURY NOTES 0.125% (n/a) - 29.35% | MICROSOFT CORP (MSFT) - 5.59% |
| #2 | UNITED STATES TREASURY NOTES 1.625% (n/a) - 15.21% | SERVICENOW INC (NOW) - 5.33% |
| #3 | FUTURE ON MINI GOLD (n/a) - 11.50% | FASTENAL CO (FAST) - 5.10% |
| #4 | FUTURE ON GAS OIL (n/a) - 8.91% | META PLATFORMS INC CLASS A (META) - 5.03% |
| #5 | BRENT CRUDE FUTURE SEPT 25 (n/a) - 8.90% | SYNOPSYS INC (SNPS) - 4.60% |
| #6 | UNITED STATES TREASURY NOTES 0.375% (n/a) - 7.74% | F5 INC (FFIV) - 4.22% |
| #7 | COPPER FUTURE DEC 25 (n/a) - 7.57% | NVIDIA CORP (NVDA) - 4.02% |
| #8 | FUTURE ON MINI SILVER (n/a) - 6.71% | EMCOR GROUP INC (EME) - 3.89% |
| #9 | DREYFUS TREASURY OBLIGATIONS CSH MGT INS (DTRXX) - 6.50% | TEXAS PACIFIC LAND CORP (TPL) - 3.63% |
| #10 | NY HARB ULSD (n/a) - 6.22% | RELIANCE INC (RS) - 3.62% |
| #11 | RBOB GASOLINE FUTURE APR 26 (n/a) - 5.73% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.54% |
| #12 | UNITED STATES TREASURY NOTES 2.125% (n/a) - 5.07% | SNAP-ON INC (SNA) - 3.42% |
| #13 | UNITED STATES TREASURY NOTES 2.375% (n/a) - 4.95% | ALPHABET INC CLASS C (GOOG) - 3.34% |
| #14 | WISDOMTREE BITCOIN FUND (BTCW) - 4.65% | PUBLIC STORAGE (PSA) - 3.04% |
| #15 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 4.58% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.98% |
| #16 | LME PRI ALUM (n/a) - 4.34% | UNITED THERAPEUTICS CORP (UTHR) - 2.86% |
| #17 | CRUDE OIL SEPT25 (n/a) - 4.22% | ARISTA NETWORKS INC (ANET) - 2.78% |
| #18 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 4.19% | PULTEGROUP INC (PHM) - 2.73% |
| #19 | UNITED STATES TREASURY NOTES 0.625% (n/a) - 3.92% | CHEMED CORP (CHE) - 2.71% |
| #20 | UNITED STATES TREASURY NOTES 0.75% (n/a) - 3.64% | GE VERNOVA INC (GEV) - 2.65% |
| #21 | UNITED STATES TREASURY NOTES 0.25% (n/a) - 3.57% | ADOBE INC (ADBE) - 2.62% |
| #22 | UNITED STATES TREASURY NOTES 0.875% (n/a) - 3.11% | S&P GLOBAL INC (SPGI) - 2.61% |
| #23 | DREYFUS TRSY OBLIG CASH M (n/a) - 0.21% | REGENERON PHARMACEUTICALS INC (REGN) - 2.60% |
| #24 | FUTURE ON SUGAR (n/a) - -6.05% | GRACO INC (GGG) - 2.59% |
| #25 | NICKEL FUTURE SEPT 25 (n/a) - -6.05% | VERTEX PHARMACEUTICALS INC (VRTX) - 2.46% |
| Total Holdings | 29 | 47 |
WTIP vs KONG - Historical Returns
Returns include dividend reinvestment.
1M
WTIP
-6.22%
Winner
KONG
+0.62%
3M
Winner
WTIP
+3.70%
KONG
+0.17%
6M
Winner
WTIP
+13.11%
KONG
+1.79%
1Y
Winner
WTIP
+26.86%
KONG
+6.34%
5Y(CAGR)
WTIP
N/A
KONG
+5.07%
Max(CAGR)
Winner
WTIP
+28.00%
KONG
+5.07%
WTIP vs KONG - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | WTIP | KONG |
|---|---|---|
| 2026 | +10.51% | +1.98% |
| 2025 | +14.00% | +6.68% |
| 2024 | N/A | +9.46% |
| 2023 | N/A | +12.77% |
| 2022 | N/A | -8.62% |
| 2021 | N/A | +5.07% |
WTIP vs KONG Drawdown Comparison
The maximum drawdown for WTIP was -10.79%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for KONG was -19.98%, occurring on Jun 16, 2022. Recovery took 645 trading sessions.
The current WTIP drawdown is -10.79%. The current KONG drawdown is -1.77%.
| Rank | WTIP | KONG |
|---|---|---|
| #1 | -10.79% May 27, 2026 - Jun 5, 2026 | -19.98% Jul 30, 2021 - Feb 23, 2024 |
| #2 | -7.45% Jan 28, 2026 - Feb 27, 2026 | -15.48% Nov 26, 2024 - Dec 11, 2025 |
| #3 | -4.68% Mar 12, 2026 - Apr 14, 2026 | -8.54% Jan 28, 2026 - Jun 1, 2026 |
| #4 | -3.99% May 12, 2026 - May 27, 2026 | -6.13% Mar 28, 2024 - Jul 15, 2024 |
| #5 | -3.99% Jul 29, 2025 - Sep 12, 2025 | -5.63% Aug 30, 2024 - Sep 16, 2024 |
| #6 | -2.33% Jan 6, 2026 - Jan 14, 2026 | -3.88% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -2.15% Dec 26, 2025 - Jan 5, 2026 | -2.96% Nov 11, 2024 - Nov 22, 2024 |
| #8 | -2.04% Oct 16, 2025 - Nov 25, 2025 | -1.97% Jan 9, 2026 - Jan 22, 2026 |
| #9 | -1.97% Jan 14, 2026 - Jan 26, 2026 | -1.77% Jun 1, 2026 - Jun 5, 2026 |
| #10 | -1.30% May 4, 2026 - May 11, 2026 | -1.57% Dec 24, 2025 - Jan 6, 2026 |
| #11 | -1.10% Jul 11, 2025 - Jul 21, 2025 | -1.44% Oct 15, 2024 - Nov 6, 2024 |
| #12 | -1.08% Jul 23, 2025 - Jul 29, 2025 | -1.01% Dec 11, 2025 - Dec 22, 2025 |
| #13 | -1.06% Sep 22, 2025 - Sep 29, 2025 | -0.95% Mar 21, 2024 - Mar 28, 2024 |
| #14 | -1.06% Apr 16, 2026 - Apr 22, 2026 | -0.90% Aug 19, 2024 - Aug 23, 2024 |
| #15 | -1.04% Dec 1, 2025 - Dec 10, 2025 | -0.86% Sep 24, 2024 - Oct 4, 2024 |
Correlation
Correlation between WTIP and KONG is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.55
-101
Dividend Comparison (2021 - 2026)
WTIP vs KONG dividend yield comparison.
| Year | WTIP | KONG |
|---|---|---|
| 2026 | 1.43% | 0.00% |
| 2025 | 1.59% | 0.37% |
| 2024 | 0.00% | 0.78% |
| 2023 | 0.00% | 0.69% |
| 2022 | 0.00% | 0.49% |
| 2021 | 0.00% | 0.12% |
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