YUNG - ETF AI Analysis
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Corgi Longevity Consumer ETF (YUNG)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth-Oriented Holdings
Several top positions, including major health care and travel companies, have delivered strong returns, helping drive the fund’s overall results.
Focused Yet Multi-Sector Exposure
The fund spreads its investments across health care, consumer cyclical, real estate, and industrials, offering exposure to several parts of the economy tied to longevity and consumer spending.
Negative Factors
High U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. economy.
Sector Concentration Risk
Large weights in health care and consumer cyclical stocks mean the fund could be hit hard if either of these sectors struggles.
Mixed Performance Among Top Holdings
A few of the largest positions have recently shown weak or negative performance, which could drag on future returns if the trend continues.
YUNG vs. SPDR S&P 500 ETF (SPY)
AUM1.50M
RegionGlobal
Expense Ratio0.35%
Beta0.70
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. Volume1,017
30 Day Avg. Volume2,212
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
31.82Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
YUNG Summary
The Corgi Longevity Consumer ETF (YUNG) is an actively managed fund that focuses on companies expected to benefit from an aging population and the spending habits of older adults. It doesn’t track a traditional index, but instead targets a “longevity” theme across areas like health-related consumer products, senior housing, travel, and retirement-focused services. Well-known holdings include Eli Lilly and Booking Holdings. Someone might invest in YUNG for long-term growth tied to global aging trends and added diversification. However, because it is concentrated in health care, travel, and senior-focused businesses, its price can go up and down more than a broad market ETF.
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 invested. That’s higher than the average low-cost index ETF because this is an actively managed, specialized thematic fund that requires more research and ongoing management.
What would affect this ETF?This ETF could benefit from the long-term trend of aging populations worldwide, which may boost demand for healthcare products, senior housing, and travel and leisure companies like its major hotel, cruise, and airline holdings. On the other hand, it is vulnerable to changes in healthcare and insurance regulations, economic slowdowns that reduce travel and consumer spending, and interest rate moves that can pressure real estate and other income-focused businesses in its portfolio.
YUNG Top 10 Holdings
YUNG is leaning heavily into the aging-consumer story, with health care and travel names sharing the spotlight. Eli Lilly is the clear engine here, rising on strong drug momentum and giving the fund a powerful healthcare anchor. On the lifestyle side, Marriott, Hilton, and Royal Caribbean are all climbing as older travelers return to the skies and seas, while Delta and United add extra lift. The main drag comes from Medtronic and Booking Holdings, which have been more mixed to lagging, slightly dulling an otherwise upbeat, globally diversified, longevity-focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 13.17% | $198.77K | $1.06T | 41.86% | 72 Outperform | |
| Welltower | 4.97% | $74.91K | $150.23B | 40.58% | 77 Outperform | |
| Medtronic | 4.34% | $65.43K | $103.20B | -5.63% | 80 Outperform | |
| Booking Holdings | 4.33% | $65.32K | $135.32B | -17.13% | 63 Neutral | |
| Royal Caribbean | 4.12% | $62.11K | $84.12B | 19.24% | 67 Neutral | |
| Marriott International | 4.09% | $61.70K | $105.64B | 55.78% | 62 Neutral | |
| Humana | 3.88% | $58.56K | $45.65B | 53.03% | 69 Neutral | |
| Hilton Worldwide Holdings | 3.80% | $57.27K | $79.02B | 41.81% | 67 Neutral | |
| Delta Air Lines | 3.68% | $55.49K | $55.23B | 75.70% | 80 Outperform | |
| United Airlines Holdings | 3.32% | $50.15K | $38.94B | 60.87% | 74 Outperform |
YUNG Technical Analysis
Positive
―
Price Trends
Market Momentum
0.59
Negative
69.89
Neutral
100.12
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YUNG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.36, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.59 indicates Negative momentum. The RSI at 69.89 is Neutral, neither overbought nor oversold. The STOCH value of 100.12 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for YUNG.
YUNG Peer Comparison
Comparison Results
Performance Comparison
YUNG
Corgi Longevity Consumer ETF
27.50
2.00
7.84%
CSNR
Cohen & Steers Natural Resources Active ETF
―
―
―
MARS
Roundhill Space & Technology ETF
―
―
―
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
―
―
―
LOGO
Tidal Trust III Alpha Brands Consumption Leaders ETF
―
―
―
STYL
Corgi Lifestyle Brands 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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