ITOT vs KONG: holdings overlap, shared companies and scores
As of October 9, 2026, ITOT and KONG overlap 16.0% by weight. iShares Core S&P Total U.S. Stock Market ETF (ITOT): U.S. total market equities. Formidable Fortress ETF (KONG): Low-debt, low-volatility global stocks.
Updated October 9, 2026
Where ITOT and KONG trade against their own history
ITOT trades at 24.2 times earnings, against its own median of 22.3, and is more expensive than 63% of its own last 9 years.
KONG trades at 28.0 times earnings, against its own median of 22.1, and is more expensive than 98% of its own last 5 years.
What moved ITOT and KONG this week
ITOT rose 1.0% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
KONG rose 2.1% in the week to October 9, 2026. The holdings that moved it most were Cboe (+12.1%), ServiceNow (+4.8%) and F5 Networks (+5.7%); Monolithic Power Systems (−3.7%) pushed the other way.
What do ITOT and KONG each hold?
What's inside ITOT: Tech 43%, Magnificent 7 31%.
35% of ITOT is its ten largest holdings.
What's inside KONG: Tech 38%, AI 18%.
44% of KONG is its ten largest holdings.
How much do ITOT and KONG overlap? 16.0% by weight
As of October 9, 2026, ITOT and KONG overlap 16.0% by weight.
20% of ITOT is already inside KONG.
100% of KONG is already inside ITOT.
ITOT holds 2,425 companies and KONG holds 34; 34 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score ITOT and KONG? 6.6 and 5.6 out of 10
As of October 9, 2026, ETF Copilot scores ITOT 6.6 out of 10 and KONG 5.6 out of 10.
They differ most on Return: ITOT 7.7 and KONG 2.7.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | ITOT | KONG |
|---|---|---|
| Growth | 7.2 | 7.2 |
| Value | 3.0 | 0.2 |
| Risk | 6.3 | 9.5 |
| Quality | 7.7 | 9.2 |
| Return | 7.7 | 2.7 |
ITOT is the cheaper of the two at 0.03% a year
As of October 9, 2026, ITOT charges 0.03% a year, yields 0.99% and holds $97.8B in assets across 2425 positions.
As of October 9, 2026, KONG charges 0.89% a year, yields 0.33% and holds $23M in assets across 34 positions.
| Measure | ITOT | KONG |
|---|---|---|
| Expense ratio | 0.03% | 0.89% |
| Dividend yield | 0.99% | 0.33% |
| Assets under management | $97.8B | $23M |
| Holdings | 2425 | 34 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “ITOT vs KONG holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/itot-vs-kong
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