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Corgi FundsLarge BlendWR · Cboe BZX

Corgi U.S. War Machine ETF (WR)

Price
$26.46
—25 Sept 2026
Assets
$1.4M
Total net assets
Expense ratio
0.35%
Category 0.72%
Yield
—
Trailing distributions
3Y CAGR
—
Category 20.6%
5Y CAGR
—
Category 11.5%
Loading NAV history…
Corgi U.S. War Machine ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.8%+10.2%——————+5.8%
Large Blend average-0.2%4.0%19.7%12.8%16.4%20.6%11.5%13.9%14.4%
Difference-2.5%+6.2%——————-8.6%

Holdings

The 10 largest positions make up 47.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
XOMExxonMobil Holdings Corp8.33%
CVXChevron Corp6.16%
PLTRPalantir Technologies Inc Ordinary Shares - Class A5.84%
RTXRTX Corp5.30%
COPConocoPhillips3.86%
MPCMarathon Petroleum Corp3.81%
LMTLockheed Martin Corp3.68%
VLOValero Energy Corp3.66%
PSXPhillips 663.60%
GDGeneral Dynamics Corp2.98%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
20.8
P/B
3.2
P/S
1.8
P/CF
10.4

Sector allocation

Share of the equity the fund holds.

61.9%Energy4 sectors
  1. Energy61.9%
  2. Industrials28.6%
  3. Technology9.2%
  4. Materials0.3%

Asset mix

  • Stocks98.0%
  • Cash1.8%
  • Other0.2%

ETF details

Issuer
Corgi Funds
Category
Equity · Large Blend
Ticker
WR
Exchange
Cboe BZX
Inception
5 May 2026 (0.4 years)
Structure
Exchange Traded Fund
Expense ratio
0.35% (category 0.72%)
Holdings turnover
0% (category 95%)
Distribution yield
—
Beta, 3 years
0.00
Total net assets
$1.4M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large blend ETFs

Other ETFs in the Large Blend category.

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Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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