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QMYCorgi Growth & Technology 10% Structured Buffer ETF May Series

Stay safeGrow my moneyNewRanked #239 of 339 in this goal

Seeks to provide investors with returns that generally match the price return of the Invesco QQQ Trust, up to the upside cap of [ ]% while providing a buffer against the first 10% of losses.

By Corgi Funds · Launched 2026

Annual Cost

0.30%

#1,478 of 5,584 · low cost

Fund Size

$5M

#5,055 of 5,584 · small

Dividend YieldGoal

Track Record

1 month

#5,457 of 5,584 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,969-0.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

Nasdaq-100 Index

What it actually holds

By weight

Concentration

Top 1 holdings = 1.0% of fundwell diversified

First American Government Obligs XFGXXX
1.0%

Asset allocation

Stocks
157.6%
Bonds
18.4%
Other
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.0%Mild

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 to provide investors with returns that generally match the price return of the Invesco QQQ Trust, up to the upside cap of [ ]% while providing a buffer against the first 10% of losses.
Strategy
Invests primarily in FLEX Options on the Invesco QQQ Trust to provide exposure, targeting a 10% downside buffer and an upside cap. The Fund will invest at least 80% of its net assets in these options, consistent with its policy under Rule 35d-1.
Inception date
May 5, 2026
Fund family
Corgi Funds

Our take

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

Buffer
Warning

You can build this cheaper yourself

Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.

Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)

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

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Data updated on 2026-06-23