IDMY

Corgi Funds$25.73+0.13 (+0.49%)
AUM $2.6MER 0.30%NAV $25.72Holdings

Price Chart

Key Statistics

Previous Close

$25.61

Day Range

$25.73$25.75

52-Week Range

$24.65$25.95

Avg Volume

208

Dividend Yield

Expense Ratio

0.30%

AUM

$2.6M

Shares Outstanding

Sector Breakdown

SectorWeight %
Financial Services26.46%
Industrials18.56%
Technology11.34%
Healthcare10.19%
Consumer Cyclical7.38%
Consumer Defensive6.50%
Basic Materials5.99%
Communication Services4.72%
Energy3.79%
Utilities3.52%
Real Estate1.56%

Fund Information

Inception Date
May 5, 2026
Description
IDMY aims to provide the price return of the iShares MSCI EAFE ETF (EFA) up to a cap established each year, while providing a buffer against the first 15% decline over an outcome period running from May 1 through April 30 each year. The upside cap resets at the end of each outcome period and will vary depending on market conditions and options pricing. The fund seeks exposure only to the price return of EFA and therefore does not capture dividends paid by the underlying ETF. The targeted outcomes are generally intended for investors who hold shares for the full outcome period, as buying or selling mid-period may result in returns materially different from the stated cap and buffer outcomes. If EFA declines by more than 15%, investors are exposed to losses beyond that level on a 1:1 basis. The fund uses FLEX options to construct the targeted outcome strategy.

Similar ETFs

SymbolNameAUM
VEAVanguard FTSE Developed Markets ETF$315.00B
VTVVanguard Morningstar Value ETF$256.50B
IEFAiShares Core MSCI EAFE ETF$193.07B
IJRiShares Core S&P Small-Cap ETF$107.03B
VYMVanguard High Dividend Yield ETF$99.20B

The Corgi ETF Trust I - Corgi International Developed Equities 15% Structured Buffer ETF - May Series (IDMY) is an exchange-traded fund issued by Corgi Funds that launched on May 5, 2026. It currently manages $2.6M in assets under management. The fund charges an expense ratio of 0.30%. It falls under the Financial Services category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1EFA 04/30/2027 20.41 C83.39%250$2.1M
2United States Treasury Note/Bond 3.75% 04/30/202714.66%378,000$377K
3EFA 04/30/2027 102.04 P2.98%250$77K
4First American Government Obligations Fund 12/01/20311.04%26,848$27K
5Cash & Other0.25%6,457$6K
6EFA 04/30/2027 86.73 P-0.99%-250$-25474
7EFA 04/30/2027 118.37 C-1.34%-250$-34514

Detailed Returns

PeriodReturnETF
1D
+0.49%
1W
-0.83%
1M
-0.56%
3M
+1.89%
6M
+1.40%
YTD
+1.40%
1Y
+1.40%
3Y
+1.40%
5Y
+1.40%

Moving Averages

20-Day MA

$25.79

Below 20-Day MA
50-Day MA

$25.52

Above 50-Day MA
200-Day MA

$25.30

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.95

Current Price

$25.73

52-Week Low

$24.65

$24.65$25.95

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricIDMYFinancial Services(845 ETFs)
Fund Info
Expense Ratio0.30%0.64%
AUM$2.6M$3.31B
Dividend Yield4.74%
Avg Volume208728.2K
Holdings261
Performance
1-Month Return-0.85%
6-Month Return+3.84%
YTD Return+8.72%
1-Year Return+7.81%

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