COSW ranks 4th and UNHW 7th of 17 funds in the Leveraged Single-Stock Income Category.
COSW vs UNHW
Same figure. Both funds show the same value, so neither comes out ahead.
0.99%0.99%
UNHW 1.9×the volume
3.32K6.44K
COSW vs UNHW Performance
+24.0%+21.6%
- COSW 0.99%
- UNHW 0.99%
- COSW $12M
- UNHW $5M
- COSW +14.0%
- UNHW
- COSW 26.81%
- UNHW
- COSW 4
- UNHW 4
- COSW 3.32K sh
- UNHW 6.44K sh, better
- COSW $42.35
- UNHW $44.65
ETF.net Grade
| Pillar | COSW | UNHW |
|---|---|---|
| Cost | C48 | C48 |
| Mission | A95Higher | A89 |
| Risk | A77Higher | B66 |
| Tradability | C44Higher | D34 |
| Holdings | D36 | C46Higher |
| Durability | D35Higher | D26 |
Rank among Leveraged Single-Stock Income funds
Same Category. COSW and UNHW are both graded against the same 17 Leveraged Single-Stock Income funds, so their Grades compare head to head.
Our read on each fund
COSWB
UNHWB
In short
COSW Costco 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.
UNHW Most single-stock leverage funds reset daily. UNHW works on the calendar week, aiming for 1.2 times UnitedHealth's weekly total return before fees, with weekly payouts written into the mandate.
Stated mandate
COSW 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.
UNHW UNHW seeks weekly distributions and calendar-week returns, before fees and expenses, equal to 1.2 times the calendar-week total return of UnitedHealth Group common shares.
Why people hold it
Worth knowing
COSW vs UNHW Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
COSW vs UNHW Cost
Same expense ratio
$18,525
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
COSW 0.99%
$18,525
UNHW 0.99%
$18,525
Cost over time
Year by year
| Year | COSW | UNHW |
|---|---|---|
| 10 | $1,746 | $1,746 |
| 20 | $6,565 | $6,565 |
| 30 | $18,525 | $18,525 |
- 0.99%COSW
- 0.99%UNHW
- Middle half of Leveraged Single-Stock Income funds
- Median 1.00%
COSW 3rd cheapest of 17 funds
UNHW 3rd cheapest of 17 funds
COSW vs UNHW Dividends
- COSW 26.81%
- UNHW
- COSW $11.37
- UNHW
- COSW $0.20
- UNHW $0.23
- COSW Nov 9, 2026
- UNHW Nov 9, 2026
- COSW Pays Nov 10, 2026
- UNHW Pays Nov 10, 2026
- COSW Weekly
- UNHW Weekly
Distribution history
COSW vs UNHW Risk
Fall from peak · 5 years
Risk facts
- Volatility
- COSW 23.6%UNHW
- Return per unit of risk
- COSW 0.33UNHW
- Worst fall
- COSW −22.5%UNHW
- Market sensitivity
- COSW 0.13UNHW 2.60
Popular comparisons
- 0.99% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.