Corgi Longevity Consumer ETF
YUNG - ETF AI Analysis
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Corgi Longevity Consumer ETF (YUNG)
YUNG, the Corgi Longevity Consumer ETF, earns a solid overall rating largely because it is anchored by strong holdings like Eli Lilly, Medtronic, and Delta Air Lines, which show healthy financial performance, growth initiatives, and supportive corporate events. At the same time, more challenged holdings such as Booking Holdings and Marriott face issues like high leverage, technical or valuation pressures, and market-specific risks, which temper the fund’s appeal. The main risk factor is the fund’s exposure to companies with significant debt and premium valuations, which could increase volatility if market conditions worsen.
YUNG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.20M
- Region
- Global
- Expense Ratio
- 0.35%
- Beta
- -0.17
- Issuer
- Corgi
- Inception Date
- May 06, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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 the fund’s main engine thanks to its rising momentum and central role in longevity-focused treatments. Humana is another strong contributor, riding steady gains as seniors spend more on health plans. On the leisure side, Marriott and Hilton are climbing, helping the fund tap into older travelers’ demand for comfort and experiences, while Royal Caribbean’s mixed performance and a lagging Booking Holdings are adding a bit of turbulence. Overall, it’s a globally diversified bet on the spending power of older adults.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LLY | Eli Lilly & Co | 14.82% | $174.69K | $1.35T | 48.17% | 72Outperform |
 WELL | Welltower | 5.33% | $62.83K | $181.69B | 29.62% | 77Outperform |
 MDT | Medtronic | 5.26% | $62.07K | $129.95B | 9.64% | 80Outperform |
 MAR | Marriott International | 3.96% | $46.74K | $110.28B | 47.44% | 62Neutral |
 RCL | Royal Caribbean | 3.94% | $46.47K | $90.90B | 28.25% | 67Neutral |
 HUM | Humana | 3.91% | $46.12K | $52.61B | 83.73% | 69Neutral |
 BKNG | Booking Holdings | 3.89% | $45.89K | $118.44B | -19.70% | 63Neutral |
 HLT | Hilton Worldwide Holdings | 3.76% | $44.36K | $84.50B | 38.33% | 67Neutral |
 DAL | Delta Air Lines | 3.48% | $40.97K | $60.66B | 57.45% | 80Outperform |
YUNG Technical Analysis
Price Trends
Market Momentum
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 30.11 is above the 20-day moving average (MA) of 28.41, above the 50-day MA of 27.45, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.73 indicates Negative momentum. The RSI at 70.04 is Negative, neither overbought nor oversold. The STOCH value of 83.01 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| YUNG | $30.12 | $30.00(-0.38% Downside) | $1.20M | 0.35% | 66Neutral |
 FDCF | $50.34 | $64.90(28.92% Upside) | $81.04M | 0.50% | 69Neutral |
 FFND | $31.48 | $38.20(21.35% Upside) | $94.56M | 0.98% | 65Neutral |
 IQM | $86.33 | $130.76(51.47% Upside) | $69.55M | 0.50% | 69Neutral |
 LOGO | $19.97 | $24.97(25.02% Upside) | $32.53M | 0.69% | 73Outperform |
 STYL | $27.36 | $30.28(10.70% Upside) | $414.82K | 0.35% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| YUNG | Corgi Longevity Consumer ETF | 30.11 | 4.42 | 17.20% | |
| FDCF | Fidelity Disruptive Communications ETF | 50.34 | 3.81 | 8.20% | |
| FFND | Future Fund Active ETF | 31.48 | 1.73 | 5.81% | |
| IQM | Franklin Intelligent Machines ETF | 86.33 | 0.98 | 1.15% | |
| LOGO | Tidal Trust III Alpha Brands Consumption Leaders ETF | 19.97 | -1.03 | -4.89% | |
| STYL | Corgi Lifestyle Brands ETF | 27.36 | 1.33 | 5.11% |
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.