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COSW

GradeBChicago Board Options Exchange

Roundhill COST WeeklyPay ETF

Leveraged · Single-Stock Leveraged · Roundhill Investments · Inception 2025-10-23

This fund multiplies its index's move each day and resets that multiple daily. Because daily returns compound, its long-run return can differ from the headline multiple.

$36.21+0.04 (+0.11%)

As of Sep 23, 2026, 1:44 PM EDT

History starts Oct 23, 2025.History starts Oct 23, 2025.
Intraday session: up, 9 prints from 36.17 to 36.21. Range 36.00 to 36.29. Use the arrow keys to read each point.$36.00$36.10$36.3010 AM12 PM2 PM4 PM
Expense ratio
0.99%
Fund size
$10M
1Y return
Yield · Last 12 months
Data unavailable
Holdings
5
Volume · 30D
0M sh
NAV per share
$36.17
52W range
low $35.90high $50.32

The ETF.net COSW Grade

B

59/ 100

Rank 5 of 17 in Leveraged Single-Stock Income

Confidence High

Six-pillar profile for COSW. Scores out of 100: Cost 48, Risk 65, Mission 82, Tradability 47, Holdings not scored, Durability 35. Strongest: Mission (82). Weakest: Durability (35). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 59 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    CScore 48
    Category rank9/17 · mid-pack
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    AScore 82
    Category rank5/14 · top 36%
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 65
    Category rank6/17 · top 35%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    CScore 47
    Category rank10/17 · mid-pack
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    Not scored
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    DScore 35
    Category rank12/17 · mid-pack

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

Our read on COSW

ETF.net Research

BCostco with the volume dial set to 1.2, plus a paycheck. COSW targets 1.2 times Costco stock's calendar-week return and is built to distribute weekly, a gentler multiple in a category that usually starts at 2x.

Stated mandate

COSW seeks weekly shareholder distributions and targets calendar-week returns, before fees and expenses, equal to 1.2 times the total return of Costco common shares.

Why people hold it

  1. 01Leverage with a smaller step: the fund targets 1.2 times Costco common shares' calendar-week total return, before fees, rather than the 2x and 3x resets that dominate single-stock leverage.roundhillinvestments.com
  2. 02Income is designed in, not incidental. The WeeklyPay structure seeks shareholder distributions on a weekly schedule, a faster cadence than the quarterly norm.roundhillinvestments.com
  3. 03The 0.99% expense ratio lands near the middle of the leveraged single-stock pack, close to the category median and to what peers like GGLL and AAPU charge.

Worth knowing

  1. 01The 1.2x works in both directions on one company's stock, and because exposure resets each period, results over months can drift from 1.2x Costco's move, especially in choppy markets.
  2. 02Roundhill discloses that distributions can include return of capital, meaning part of a payout may be your own investment coming back rather than income the fund earned.roundhillinvestments.com
  3. 03A late-2025 launch still building scale, so trading can be thinner and spreads wider than in the category's household names.

COSW Holdings

As of Sep 20, 2026, 5:42 AM
Asset class
Stocks
Holdings
5
Top-10 weight
224%
Largest holding
22160K105 TRS 112426 NM119.5%

Sectors

Geography

The fund’s holdings, weight-ordered — page 1 of 1.
#TickerCompanyWeight %SharesMarket valueIn ETFs
00122160K105 TRS 112426 NMCOSTCO WHSL CORP SWAP NM119.50%12,964$12M1
002912797UJ4United States Treasury Bill 10/08/202692.50%9,000,000$9M56
003FGXXXFirst American Government Obligations Fund 12/01/203111.40%1,106,871$1M86
004COSTCostco Wholesale Corp0.60%65$58K465

Showing 1–4 of 4 holdings

COSW Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

COSW$10,240
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,430
Dec 31, 2025 to Sep 22, 2026. COSW $10,240. SPY $11,430. Use the arrow keys to read each point.$9,007$11,083$13,160Dec 2025May 2026Sep 2026

Dec 31, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for COSW. Periods over one year show the average yearly return.
PeriodCOSW
Year to date+2.4%
1 month−6.4%
3 months−7.5%
1 yearFund is under 1 year old
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for COSW
YearReturn barCOSW
2026 YTD+2.4%
2025−10.7%

Since listing, Oct 23, 2025

COSW in the news

ETF.net Research hasn’t filed on COSW yet — coverage lands here as it’s written.

COSW Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
Data unavailableLast 12 months
Payout per share
Data unavailableLast 12 months
Last payment
$0.14 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Weekly

Distribution data unavailable.

Distribution history

2026

One bar per payment. 38 payments in 2026 YTD. Jan 5, 2026 $0.25; Jan 12, 2026 $0.14; Jan 20, 2026 $0.27; Jan 26, 2026 $0.28; Feb 2, 2026 $0.26; Feb 9, 2026 $0.13; Feb 17, 2026 $0.30; Feb 23, 2026 $0.28; Mar 2, 2026 $0.15; Mar 9, 2026 $0.90; Mar 16, 2026 $0.21; Mar 23, 2026 $0.25; Mar 30, 2026 $0.14; Apr 6, 2026 $0.26; Apr 13, 2026 $0.30; Apr 20, 2026 $0.16; Apr 27, 2026 $0.20; May 4, 2026 $0.23; May 11, 2026 $0.20; May 18, 2026 $0.20; May 26, 2026 $0.28; Jun 1, 2026 $0.17; Jun 8, 2026 $0.06; Jun 15, 2026 $0.23; Jun 22, 2026 $0.21; Jun 29, 2026 $0.11; Jul 6, 2026 $0.17; Jul 13, 2026 $0.18; Jul 20, 2026 $0.10; Jul 27, 2026 $0.24; Aug 3, 2026 $0.17; Aug 10, 2026 $0.22; Aug 17, 2026 $0.18; Aug 24, 2026 $0.21; Aug 31, 2026 $0.14; Sep 8, 2026 $0.17; Sep 14, 2026 $0.10; Sep 21, 2026 $0.14. Use the arrow keys to read each point.2026YTD
Ex-datePay dateAmount per share
Sep 21, 2026Sep 22, 2026$0.14
Sep 14, 2026Sep 15, 2026$0.10
Sep 8, 2026Sep 9, 2026$0.17
Aug 31, 2026Sep 1, 2026$0.14
Aug 24, 2026Aug 25, 2026$0.21
Aug 17, 2026Aug 18, 2026$0.18
Aug 10, 2026Aug 11, 2026$0.22
Aug 3, 2026Aug 4, 2026$0.17
Jul 27, 2026Jul 28, 2026$0.24
Jul 20, 2026Jul 21, 2026$0.10
Jul 13, 2026Jul 14, 2026$0.18
Jul 6, 2026Jul 7, 2026$0.17

COSW Risk

This fund targets a multiple of the daily move of its index and resets daily. Hold it longer than one reset and compounding makes the return diverge from that target. In choppy markets it can lose value even when the index ends flat.

How much the fund’s monthly returns vary, scaled to a year.
Launched Oct 2025; fills in after 12 months
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
Launched Oct 2025; fills in after 12 months
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
Launched Oct 2025; fills in after 12 months
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.13
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

COSW Cost

Expense ratio0.99%
  • The middle half of Leveraged Single-Stock Income funds
  • Median 0.99%

2 of the 17 Leveraged Single-Stock Income funds charge less.

COSW costs $99.00 a year on $10,000. The median Leveraged Single-Stock Income fund costs $99.00.