JOULCorgi High Voltage Grid Equipment ETF
Seeks capital appreciation.
By Corgi · Launched 2026
Annual Cost
0.35%
#1,731 of 6,166 · low cost
Fund Size
$9M
#5,080 of 6,166 · small
Return (1Y)
N/A
Track Record
4 months
#5,432 of 6,166 · young
Performance
Total-return NAV · USDGrowth of $10,000
$8,585-14.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
GlobalCap
Multi cap
Strategy
Active selection
Sector
IndustrialsFocus
Electrification
Holdings
By weightConcentration
Top 10 holdings = 64.7% of fundconcentrated
Eaton Corp PLCETN
14.0%
GE Vernova IncGEV
12.5%
Arcosa IncACA
5.6%
Quanta Services IncPWR
5.6%
nVent Electric PLCNVT
5.1%
Valmont Industries IncVMI
4.6%
Hubbell IncHUBB
4.6%
Atkore IncATKR
4.3%
Itron IncITRI
4.3%
ESCO Technologies IncESE
4.1%
Asset allocation
Stocks
96.8%
Cash
3.2%
By sector
Industrials
91.3%
Technology
8.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-22.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in common stocks of companies involved in high voltage grid equipment and power transmission. Invests in U.S. and foreign companies across all market capitalizations, including large-, mid-, small-, and micro-cap companies.
- Inception date
- May 5, 2026
- Fund family
- Corgi
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Data updated on 2026-09-30