Kurv U.S. Large Cap TaxOptimized ETF
The ETF.net LCTO Grade
D
Score 35 out of 100
- 12 of 16
Score 35 of 100 falls in the D band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Very small fund, grade capped at C.
The cap holds the Score at 40 or below, so B and A are out of reach.
- The pillars earned
- 35
- This cap took
- 0
- Published Score
- 35
Cost
The fund’s net expense ratio, ranked against its category.D30 out of 100Rank 11 of 16Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C50 out of 100Rank 8 of 14Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.D35 out of 100Rank 13 of 16Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C42 out of 100Rank 11 of 15Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.F8 out of 100Rank 15 of 16
LCTO Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.
LCTO$10,014
Returns run to the Oct 30, 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.
| Period | LCTO |
|---|---|
| Year to date | |
| 1 month | +0.2% |
| 3 months | +0.1% |
| 1 year | |
| 3 years | |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | LCTO |
|---|---|---|
| 2026 YTD | −0.9% |
LCTO in the news
LCTO Dividends
- $0.05 per share
- Monthly
Distribution data unavailable.
Distribution history
LCTO Risk
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.
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.
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.
- 0.00
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
LCTO Cost
Overpaying vs SPIN, cheapest in S&P 500 Active Option Income
$8,447
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
LCTO 0.70%
$13,606
SPIN 0.25% Cheapest
$5,159
Cost over time
Year by year
| Year | LCTO | SPIN | Overpaying |
|---|---|---|---|
| 10 | $1,250 | $455 | $795 |
| 20 | $4,760 | $1,769 | $2,991 |
| 30 | $13,606 | $5,159 | $8,447 |
You pay 0.70%Waived by Kurv 0.30%
Full fee 1.00% waiver 0.30% you pay 0.70%
Other funds in S&P 500 Active Option Income
- CJUDOJanus Henderson U.S. Equity Enhanced Income ETFExpense ratio 0.55%1 year return
- CHIGHSimplify Enhanced Income ETFExpense ratio 0.56%1 year return −4.5%
- DUPSDAptus Large Cap Upside ETFExpense ratio 0.79%1 year return +13.9%
- FACEIInnovator Equity Autocallable Income Strategy ETFExpense ratio 0.79%1 year return +4.0%
- FEGGYNestYield Dynamic Income ETFExpense ratio 0.92%1 year return −10.6%
