SCMY

Corgi Funds$25.73 ()
AUM $2.8MER 0.30%NAV $25.55Holdings

Price Chart

Key Statistics

Previous Close

$25.60

Day Range

N/A

52-Week Range

$24.54$26.09

Avg Volume

141

Dividend Yield

Expense Ratio

0.30%

AUM

$2.8M

Shares Outstanding

Sector Breakdown

SectorWeight %
Healthcare20.98%
Financial Services18.06%
Technology13.79%
Industrials13.23%
Consumer Cyclical8.87%
Real Estate6.50%
Energy6.50%
Basic Materials4.46%
Utilities2.72%
Consumer Defensive2.63%
Communication Services2.27%

Fund Information

Category
Healthcare
Inception Date
May 5, 2026
Description
SCMY aims to provide the price return of the iShares Russell 2000 ETF (IWM) 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 IWM 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 IWM 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
SCHDSchwab U.S. Dividend Equity ETF$110.53B
IWMiShares Russell 2000 ETF$77.55B
XLVState Street Health Care Select Sector SPDR ETF$43.25B
VHTVanguard Health Care ETF$20.90B
VTWOVanguard Russell 2000 ETF$17.40B

The Corgi ETF Trust I - Corgi U.S. Small-Cap 15% Structured Buffer ETF - May Series (SCMY) is an exchange-traded fund issued by Corgi Funds that launched on May 5, 2026. It currently manages $2.8M in assets under management. The fund charges an expense ratio of 0.30%. It falls under the Healthcare category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1IWM 04/30/2027 56.52 C80.39%98$2.3M
2United States Treasury Note/Bond 3.75% 04/30/202716.68%470,000$469K
3IWM 04/30/2027 282.6 P4.94%98$139K
4First American Government Obligations Fund 12/01/20310.98%27,574$28K
5Cash & Other0.24%6,768$7K
6IWM 04/30/2027 333.47 C-1.58%-98$-44316
7IWM 04/30/2027 240.21 P-1.65%-98$-46344

Detailed Returns

PeriodReturnETF
1D
1W
-1.27%
1M
-1.87%
3M
+0.40%
6M
+1.54%
YTD
+1.54%
1Y
+1.54%
3Y
+1.54%
5Y
+1.54%

Moving Averages

20-Day MA

$25.84

Below 20-Day MA
50-Day MA

$25.75

Below 50-Day MA
200-Day MA

$25.53

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.09

Current Price

$25.73

52-Week Low

$24.54

$24.54$26.09

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricSCMYHealthcare(254 ETFs)
Fund Info
Expense Ratio0.30%0.62%
AUM$2.8M$1.73B
Dividend Yield3.97%
Avg Volume141364.4K
Holdings160
Performance
1-Month Return-2.86%
6-Month Return+7.23%
YTD Return+10.59%
1-Year Return+8.50%

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