BREW - ETF AI Analysis
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Corgi Coffee & Energy Drinks ETF (BREW)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Core Holdings
Several of the largest positions, including major beverage and coffee brands, have shown strong gains this year, helping support the ETF’s overall performance.
Defensive Sector Tilt
A heavy weighting in consumer defensive companies can provide some stability during market downturns, since people tend to keep buying everyday drinks and food products.
Moderate Expense Ratio
The fund’s expense ratio is reasonably low for a niche, themed ETF, which helps investors keep more of their returns over time.
Negative Factors
High Stock Concentration
A small number of large beverage and coffee companies make up a big share of the portfolio, increasing the impact if any one of them runs into trouble.
Weakness in Several Top Holdings
Some notable positions in the top 10 have shown weak or negative performance this year, which can drag on the fund’s results even when others are doing well.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the ETF offers little exposure to international markets and is heavily tied to the U.S. economy.
BREW vs. SPDR S&P 500 ETF (SPY)
AUM639.28K
RegionGlobal
Expense Ratio0.35%
Beta0.13
IssuerCorgi
Inception DateMay 06, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume960
30 Day Avg. Volume894
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
32.04Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering20
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BREW Summary
Corgi Coffee & Energy Drinks ETF (BREW) is a fund that focuses on companies tied to coffee and energy drinks, from growers and flavor makers to big-name drink brands and café chains. It doesn’t track a traditional index, but instead is actively managed around the theme of soft drinks and non-alcoholic beverages within the Consumer Staples sector. Well-known holdings include Coca-Cola and Starbucks. Someone might invest for targeted growth in the global coffee and energy drink trend and to add a unique consumer theme to their portfolio. A key risk is that it’s heavily concentrated in one sector, so it can rise or fall sharply with beverage industry news.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s higher than the cost of a typical low-cost index ETF because this fund is actively managed and focuses on a specialized niche in the coffee and energy drink industry.
What would affect this ETF?BREW could benefit if global demand for coffee and energy drinks keeps growing, especially as big brands like Coca-Cola, Starbucks, and Monster roll out new products, expand into more countries, and tap into trends like premium and functional beverages. On the other hand, the fund could be hurt by higher interest rates or a weak economy that pressures consumer spending, rising costs for ingredients and packaging, or new health and marketing regulations that limit sugary or caffeinated drinks, all of which matter more because the ETF is concentrated in a single beverage-focused sector worldwide.
BREW Top 10 Holdings
BREW is heavily anchored in global beverage giants, with Coca-Cola and Starbucks setting the tone: Coke has been a steady climber, while Starbucks has recently lost some fizz and weighed on returns. Monster and Celsius add a high-octane energy drink tilt, but their mixed to lagging short-term moves mean they’re not fully pulling their weight. On the brighter side, Keurig Dr Pepper and JM Smucker have been quietly rising, helping balance the bumps. Overall, this is a concentrated, consumer-staples-heavy, globally diversified bet on coffee and energy drink demand.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Coca-Cola | 19.05% | $122.89K | $379.05B | 33.71% | 75 Outperform | |
| Starbucks | 16.55% | $106.75K | $106.76B | 13.75% | 56 Neutral | |
| Monster Beverage | 7.16% | $46.15K | $83.59B | 31.96% | 80 Outperform | |
| Keurig Dr Pepper | 5.20% | $33.51K | $42.02B | 25.29% | 71 Outperform | |
| Celsius Holdings | 4.86% | $31.37K | $7.19B | -48.54% | 71 Outperform | |
| JM Smucker | 4.61% | $29.75K | $13.00B | 10.80% | 49 Neutral | |
| Restaurant Brands International | 4.61% | $29.74K | $32.23B | 10.37% | 75 Outperform | |
| PepsiCo | 4.04% | $26.04K | $174.91B | -8.41% | 78 Outperform | |
| Zevia PBC | 3.78% | $24.37K | $102.87M | -50.92% | 54 Neutral | |
| International Flavors & Fragrances | 3.61% | $23.31K | $21.90B | 41.12% | 61 Neutral |
BREW Technical Analysis
Negative
―
Price Trends
26.84
Negative
Market Momentum
-0.36
Positive
37.75
Neutral
12.04
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BREW, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.38, equal to the 50-day MA of 26.84, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.36 indicates Positive momentum. The RSI at 37.75 is Neutral, neither overbought nor oversold. The STOCH value of 12.04 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BREW.
BREW Peer Comparison
Comparison Results
Performance Comparison
BREW
Corgi Coffee & Energy Drinks ETF
25.73
0.41
1.62%
FFND
Future Fund Active ETF
―
―
―
FITZ
Fitz-Gerald Must Have Portfolio ETF
―
―
―
IQM
Franklin Intelligent Machines ETF
―
―
―
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
―
―
―
GLAM
Corgi Beauty, Skincare & Aesthetics ETF
―
―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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