YUNG - ETF AI Analysis
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Corgi Longevity Consumer ETF (YUNG)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered positive returns so far this year, showing that its strategy has recently been working for investors.
Leading Health Care and Consumer Exposure
A large share of the fund is invested in health care and consumer companies, including strong names like Eli Lilly and Humana that have been performing well.
Growing and Focused Asset Base
While still a relatively small fund, it has gathered close to one million dollars in assets, suggesting some investor interest in its longevity-focused theme.
Negative Factors
High Concentration in Top Holdings
The largest positions, especially Eli Lilly, make up a meaningful slice of the portfolio, which increases the impact of any setbacks in these individual stocks.
Recent Short-Term Weakness
The ETF has slipped over the past month and quarter, indicating some recent pressure on its holdings despite positive results for the year.
Heavy U.S. and Sector Focus
With most assets in U.S. companies and a strong tilt toward health care and consumer cyclical sectors, the fund may be more sensitive to downturns in these areas and offers limited geographic diversification.
YUNG vs. SPDR S&P 500 ETF (SPY)
AUM927.66K
RegionGlobal
Expense Ratio0.35%
Beta0.05
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. Volume101
30 Day Avg. Volume404
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
33.49Price 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 global population and the spending habits of older adults. It doesn’t track a traditional index, but instead targets a “longevity” theme across areas like healthcare-related products, senior housing, retirement-focused financial services, and travel and leisure for people 55 and older. Well-known holdings include Eli Lilly and Booking Holdings. Someone might invest for long-term growth tied to the trend of people living longer and spending more in retirement. A key risk is that this theme is concentrated and can rise or fall more than the overall market.
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 leans heavily into health care and travel names tied to aging consumers, with Eli Lilly acting as both a heavyweight and a recent drag as its momentum cools. On the flip side, senior-housing giant Welltower and insurer Humana are rising, helping to steady the ship. Medtronic has been more mixed, offsetting recent softness with longer-term innovation. In the travel lane, Booking and Royal Caribbean have been lagging, meaning the fund’s longevity theme is working best through health care and senior services, across a broadly global mix of holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 13.96% | $128.91K | $1.11T | 63.34% | 72 Outperform | |
| Welltower | 5.58% | $51.49K | $168.37B | 32.29% | 77 Outperform | |
| Medtronic | 5.01% | $46.26K | $113.22B | -5.92% | 80 Outperform | |
| Booking Holdings | 4.02% | $37.10K | $118.27B | -26.12% | 63 Neutral | |
| Humana | 3.98% | $36.73K | $45.67B | 56.08% | 69 Neutral | |
| Marriott International | 3.73% | $34.46K | $91.66B | 33.24% | 62 Neutral | |
| Delta Air Lines | 3.72% | $34.34K | $54.42B | 48.50% | 80 Outperform | |
| Hilton Worldwide Holdings | 3.49% | $32.26K | $70.25B | 19.95% | 67 Neutral | |
| ― | 3.30% | $30.46K | ― | ― | ― | |
| United Airlines Holdings | 3.19% | $29.45K | $36.09B | 16.42% | 74 Outperform |
YUNG Technical Analysis
Neutral
―
Price Trends
28.06
Negative
Market Momentum
-0.43
Negative
41.40
Neutral
40.77
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YUNG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.93, equal to the 50-day MA of 28.06, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.43 indicates Negative momentum. The RSI at 41.40 is Neutral, neither overbought nor oversold. The STOCH value of 40.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for YUNG.
YUNG Peer Comparison
Comparison Results
Performance Comparison
YUNG
Corgi Longevity Consumer ETF
26.78
1.28
5.02%
FFND
Future Fund Active ETF
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―
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FITZ
Fitz-Gerald Must Have Portfolio ETF
―
―
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IQM
Franklin Intelligent Machines 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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