FDRS - ETF AI Analysis
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Founder-Led ETF (FDRS)
FDRS, the Founder-Led ETF, earns a solid overall rating largely because many of its biggest holdings—like Nvidia, Meta, and Arista Networks—show strong financial performance, positive earnings sentiment, and promising AI- and cloud-focused growth strategies. At the same time, some holdings such as Oracle and CrowdStrike introduce risks through signs of bearish technical trends, profitability challenges, and leverage, and the fund is meaningfully exposed to high-valuation, tech-focused names, which can increase volatility and downside risk if growth expectations are not met.
FDRS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 8.44M
- Region
- North America
- Expense Ratio
- 0.49%
- Beta
- 1.94
- Issuer
- Corgi
- Inception Date
- Dec 29, 2025
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- Founder Led Index - Benchmark TR Gross
FDRS Summary
The Founder-Led ETF (FDRS) tracks the Founder Led Index, which focuses on 50 large U.S. companies where a founder is still in a top leadership role. It is heavily invested in technology and includes well-known names like Meta Platforms and Tesla, along with other innovative firms such as Nvidia and Salesforce. Someone might invest in this ETF to seek growth from visionary, founder-run companies while still getting broad exposure to the overall stock market. A key risk is that it leans strongly toward tech and growth stocks, so its price can swing up and down more than the market.
How much will it cost me?
This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the average cost of a simple index ETF because it tracks a more specialized index of founder-led companies, which can be more expensive to run than broad, plain-vanilla index funds.
What would affect this ETF?
This ETF is heavily invested in U.S. founder-led technology and communication companies like Nvidia, Meta, and Tesla, so it could benefit if innovation, digital spending, and economic growth remain strong and if interest rates stabilize or fall, which often helps growth-focused businesses. On the other hand, it could be hurt by higher interest rates, tighter tech and data regulations, weaker consumer spending, or a downturn in U.S. markets that would especially affect large, growth-oriented tech and consumer companies.
FDRS Top 10 Holdings
FDRS is essentially a founder-led tech story, with U.S. names like Nvidia, Palantir, CrowdStrike, and Shopify doing most of the heavy lifting. Nvidia and Palantir have been rising on the back of the AI boom, while CrowdStrike has been a standout, quietly powering ahead in cybersecurity. On the flip side, Tesla is mixed and losing steam year-to-date, and Meta’s recent stretch has been choppy, which can tug on returns. With nearly half the fund in technology and all holdings U.S.-based, performance is tightly tied to the fortunes of visionary American tech founders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 TSLA | Tesla | 8.91% | $884.76K | $1.47T | -17.10% | 73Outperform |
 META | Meta Platforms | 8.67% | $861.02K | $1.64T | -12.45% | 76Outperform |
 NVDA | Nvidia | 8.35% | $829.32K | $5.08T | 15.81% | 76Outperform |
 PLTR | Palantir Technologies | 7.91% | $784.96K | $472.80B | 9.01% | 74Outperform |
 CRWD | CrowdStrike Holdings | 4.40% | $436.86K | $263.73B | 97.38% | 67Neutral |
 ORCL | Oracle | 4.00% | $396.96K | $381.47B | -54.95% | 66Neutral |
 SHOP | Shopify | ― | ― | ― | ― | 77Outperform |
 CRM | Salesforce | 3.78% | $375.69K | $204.57B | -2.54% | 80Outperform |
 ANET | Arista Networks | 3.33% | $330.68K | $217.40B | 12.84% | 83Outperform |
 BLK | BlackRock | 3.32% | $329.81K | $181.69B | -0.60% | 77Outperform |
FDRS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FDRS, the sentiment is Negative. The current price of 24.81 is below the 20-day moving average (MA) of 25.78, below the 50-day MA of 25.32, and above the 200-day MA of 23.32, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 43.02 is Neutral, neither overbought nor oversold. The STOCH value of 23.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FDRS.
FDRS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FDRS | $24.81 | $27.00(8.83% Upside) | $8.44M | 0.49% | 71Outperform |
 STNC | $37.05 | $42.59(14.96% Upside) | $93.27M | 0.85% | 68Neutral |
 SOVF | $32.28 | $37.51(16.19% Upside) | $91.88M | 0.75% | 70Neutral |
 BUZZ | $34.24 | $52.41(53.07% Upside) | $90.48M | 0.76% | 65Neutral |
 PFOE | $22.30 | $28.90(29.58% Upside) | $89.36M | 0.59% | 75Outperform |
 VAMO | $36.21 | $42.41(17.14% Upside) | $87.59M | 0.65% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FDRS | Founder-Led ETF | 24.81 | 0.11 | 0.45% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 37.05 | 3.54 | 10.57% | |
| SOVF | Sovereign's Capital Flourish Fund | 32.28 | 2.46 | 8.24% | |
| BUZZ | VanEck Social Sentiment ETF | 34.24 | -4.36 | -11.30% | |
| PFOE | Pathfinder Focused Opportunities ETF | 22.30 | -2.55 | -10.28% | |
| VAMO | Cambria Value & Momentum ETF | 36.21 | 2.92 | 8.78% |
This 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.