Which "Cash Cow" ETFs have Performed best?

If you look at performance, they're so new. I don't even know what we're doing here. It's going to be hard for me to really say there's a winner in performance other than to say that if you look at Koji, it's done really well. It's been out the longest. It's up 27% over the one year. Large growth is only up 13%. IWF is only up 13%, so it's crushed that.

I do think if you go to deconstruct those returns, a couple things jump out at you. It didn't have as big a drawdown when we had kind of our tariff scare, our liberation day scare in the market, and so that helped it seed those. Also, if you just look under the hood, it got into Palantir at the absolute right time, and it's ridden that thing up significantly this year.

I think that could change. It's such a short time period, it's hard to really allocate there. I would expect these to be pretty highly correlated to large growth with a little less beta, a little bit maybe protection on the drawdown. So my performance winner is Koji just because you can't argue with that one-year number. It doubled up the large cap growth space in that time period, so that's awesome.

I think from a look forward perspective, they'll all have similar results just depending on different time of market we're in. But I'd expect those results to be kind of directly in line with large cap growth with maybe a little bit when market really goes crazy, they might trail a little bit. When a market comes back, they might outperform a little.