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FDRSFounder-Led ETF Shares

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The index tracks the performance of the top 50 founder-led publicly traded U.S. companies, defined as companies where at least one original founder currently serves in a C-suite or equivalent key executive role. Under normal market conditions, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in founder-led company equities included in the index and/or in financial instruments that collectively provide exposure to founder-led companies represented in the index. The fund is non-diversified.

Corgi Strategies LLC · Since 2025 (5 months)

Annual Cost

0.49%

#2226 out of 5,332 ETFs

Fund Size

$22M

#4029 out of 5,332 ETFs

Dividend Yield

Track Record

5 months

#5103 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
leveraged

Asset allocation

Stocks
98.4%
Cash
1.7%

Top holdings

Tesla IncTSLA10.1%
NVIDIA CorpNVDA10.1%
Meta Platforms Inc Class AMETA9.6%
Palantir Technologies Inc Ordinary Shares - Class APLTR7.2%
Oracle CorpORCL5.4%
Salesforce IncCRM3.6%
Shopify Inc Registered Shs -A- Subord VtgSHOP3.3%
Blackstone IncBX3.0%
BlackRock IncBLK3.0%
Arista Networks IncANET2.7%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-21.6%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Leveraged
Warning

Leveraged ETF — not a long-term hold

This fund uses leverage to amplify daily returns (e.g. 2x or 3x of an index). Daily rebalancing creates volatility decay — over weeks and months, the fund's return drifts from the stated multiple. In trending markets with low realised volatility, leveraged index ETFs can outperform their nominal multiple; in sideways or volatile markets they bleed. Designed for short-term tactical use, not buy-and-hold.

Source: Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009)

Why we flagged this: strategy=leveraged + leveraged_name_or_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05