Corgi High Voltage Grid Equipment ETF
JOUL - ETF AI Analysis
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Corgi High Voltage Grid Equipment ETF (JOUL)
JOUL, the Corgi High Voltage Grid Equipment ETF, appears to be a solid but not top-tier fund, driven mainly by strong, well-established holdings like Eaton (ETN) and Quanta Services (PWR), which show robust financial performance, growth, and supportive earnings outlooks. Other key positions such as Hubbell (HUBB), nVent (NVT), and Valmont (VMI) also add strength but are partly offset by concerns about high valuations, bearish technical trends, and segment-specific challenges in names like Itron (ITRI) and Esco Technologies (ESE). The main risk factor is that many of its core holdings face potential overvaluation and some momentum or cash flow issues, which could increase volatility despite the generally positive business fundamentals.
JOUL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 8.02M
- Region
- Global
- Expense Ratio
- 0.35%
- Beta
- 1.51
- Issuer
- Corgi
- Inception Date
- May 06, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
JOUL Summary
The Corgi High Voltage Grid Equipment ETF (JOUL) is a thematic fund that focuses on companies helping build and maintain modern power grids in the U.S. It doesn’t track a traditional index, but targets firms that make transformers, circuit breakers, high‑voltage cables, and smart‑grid equipment, as well as those that install and service this infrastructure. Well‑known holdings include Eaton and GE Vernova. Someone might invest for long‑term growth tied to electrification and grid upgrades, and for focused exposure to industrial energy infrastructure. A key risk is that it’s heavily concentrated in one sector, so it can rise or fall sharply with industrial and power‑grid spending.
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 broad, passively managed index ETF because this is a more specialized, actively managed fund focused on a specific niche of the industrials sector.
What would affect this ETF?
This ETF could benefit if governments and utilities keep spending on grid upgrades, renewable energy connections, and electrification projects around the world, which would support demand for the industrial and technology companies in its top holdings like GE Vernova and Eaton. On the other hand, it could be hurt by cuts or delays in infrastructure budgets, higher interest rates that make big power projects more expensive, or company‑specific setbacks in its relatively small group of specialized holdings, which can make performance more volatile.
JOUL Top 10 Holdings
JOUL is essentially a high-voltage play on grid modernization, with performance driven by a tight cluster of industrial heavyweights. Eaton and GE Vernova sit at the top of the lineup, but both have been lagging lately, acting like ballast rather than boosters. Quanta Services and Arcosa, by contrast, have been steadily rising, helping to pull the fund forward, while Atkore has turned into a quiet engine of recent gains. nVent Electric and Valmont are losing some spark in the near term, underscoring how concentrated this globally focused, grid-equipment theme really is.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ETN | Eaton | 14.11% | $1.16M | $140.10B | -2.80% | 75Outperform |
 GEV | GE Vernova Inc. | 16.71% | $1.38M | $213.92B | 42.25% | 69Neutral |
 PWR | Quanta Services | 12.10% | $998.85K | $91.60B | 34.88% | 78Outperform |
 ITRI | Itron | 4.23% | $348.89K | $4.32B | -8.08% | 70Outperform |
 HUBB | Hubbell B | 4.41% | $364.10K | $23.43B | -3.32% | 77Outperform |
 VMI | Valmont | 4.37% | $360.68K | $8.13B | 2.99% | 71Outperform |
 NVT | nVent Electric | 4.51% | $372.37K | $18.86B | 3.62% | 76Outperform |
 MYRG | MYR Group | 4.31% | $355.61K | $4.37B | 20.45% | 76Outperform |
 ESE | Esco Technologies | 4.36% | $359.82K | $7.42B | 6.91% | 70Neutral |
JOUL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JOUL, the sentiment is Neutral. The current price of 19.69 is below the 20-day moving average (MA) of 19.99, below the 50-day MA of 21.45, and compared to the 200-day MA of , indicating a neutral trend. The MACD of -0.65 indicates Negative momentum. The RSI at 44.80 is Neutral, neither overbought nor oversold. The STOCH value of 57.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JOUL.
JOUL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| JOUL | $19.69 | $21.00(6.65% Upside) | $8.02M | 0.35% | 64Neutral |
 FFND | $31.43 | $38.34(21.97% Upside) | $94.38M | 0.98% | 65Neutral |
 BZZ | $19.81 | $34.78(75.59% Upside) | $2.98M | 0.35% | 55Neutral |
 DOCK | $26.18 | $29.78(13.76% Upside) | $908.61K | 0.35% | 70Neutral |
 AV | $26.77 | $32.22(20.33% Upside) | $816.33K | 0.35% | 69Neutral |
 HULL | $27.17 | $31.66(16.52% Upside) | $665.11K | 0.35% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JOUL | Corgi High Voltage Grid Equipment ETF | 19.69 | -6.70 | -25.40% | |
| FFND | Future Fund Active ETF | 31.43 | 1.80 | 6.07% | |
| BZZ | Corgi Drones & Urban Air Mobility ETF | 19.81 | -5.79 | -22.63% | |
| DOCK | Corgi Ports, Rail & Freight ETF | 26.18 | 0.21 | 0.83% | |
| AV | Corgi Aerospace & Commercial Aviation ETF | 26.77 | 0.34 | 1.27% | |
| HULL | Corgi Shipping & Global Logistics ETF | 27.17 | 1.46 | 5.69% |
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.