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KRUZ
-0.62 · -1.97%
$30.81 · BATS

Unusual Whales Subversive Republican Trading ETF (KRUZ) ETF Analysis | Large Blend

Subversive Capital · USA
AUM:$68.8M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 22.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.83% — above average for this category.

What is KRUZ?

The fund is an actively-managed diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in equity securities of publicly-traded companies that sitting Republican members of the U. Congress and/or their family members also have reported to have invested in through public disclosure filings made by such Congresspersons pursuant to the Stop Trading on Congressional Knowledge Act of 2012, as amended ("STOCK Act").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
KRUZ delivered 22.0% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.83% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 33.2% of the ETF — a moderate level of name concentration.
ETF Information
AUM$68.8M
Expense Ratio0.83%
Dividend Yield0.59%
Holdings50
Inception DateFeb 2023
Domicile–
Distribution–
Index–
ProviderSubversive Capital
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would KRUZ affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+16.9%
1Y
+33.5%
3Y
+78.5%
5Y
+77.7%
OpenBook InsightIf you had invested £10,000 in KRUZ 5 years ago, it would have grown to £17,765 — a gain of £7,765.

Annual Returns

Calendar year performance

KRUZ delivered positive returns in 4 of the last 5 calendar years.
YearKRUZ
2026 YTD+17.6%
2025+17.3%
2024+14.6%
2023+11.3%
2022+0.0%
CAGR 4yr+10.6%
4/5 positive yearsAvg return: +12.2%Worst year: +0.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
35.9%
High
Momentum
+14.6%
30-day change
Support Level
37.85
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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