Kurv ETF Trust - Kurv U.S. Large Cap TaxOptimized ETF
$25.030.00 (0.00%)
- 1.00%
- $1M
- 0M sh
- $25.03
- low $24.08high $25.72
The ETF.net LCTO Grade
F
Score 23 out of 100
- 13 of 16
Score 23 of 100 falls in the F 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
- 23
- This cap took
- −0
- Published Score
- 23
Cost
The fund’s net expense ratio, ranked against its category.F0 out of 100Rank 16 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.C51 out of 100Rank 6 of 13Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.D34 out of 100Rank 12 of 16Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C42 out of 100Rank 10 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 Holdings
- Stocks
- 13
- 99%
- IVV
Sectors
- Technology40.1%
- Financials11.3%
- Communication9.9%
- Health Care9.4%
- Consumer Discretionary8.7%
- Industrials7.6%
- Consumer Staples4.4%
- Energy3.4%
- Utilities1.9%
- Real Estate1.7%
- Materials1.6%
Geography
- United States100.00%
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$10,021
Returns run to the Oct 12, 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 | +0.8% |
| 3 months | +0.2% |
| 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.
LCTO Cost
1.00%
LCTO1.00%
- The middle half of S&P 500 Active Option Income funds
- Median 0.55%
Every other S&P 500 Active Option Income fund charges less.
Other funds in S&P 500 Active Option Income
- CJUDOJanus Detroit Street Trust - Janus Henderson U.S. Equity Enhanced Income ETFExpense ratio 0.55%1 year return —
- CHIGHSimplify Enhanced Income ETFExpense ratio 0.50%1 year return −1.5%
- CEGGYNestYield Dynamic Income ETFExpense ratio 0.95%1 year return +14.1%
- CUPSDETF Series Solutions - Aptus Large Cap Upside ETFExpense ratio 0.79%1 year return +20.5%
- DACEIInnovator Equity Autocallable Income Strategy ETFExpense ratio 0.79%1 year return +8.8%