CARU ETF

CARU ETF
$16.36
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Fund Essentials - as of Oct 1, 2026

Net Assets
$3M
Expense Ratio
0.95%
Dividend Yield (Current)
-
Holdings
0
Inception Date
Jun 30, 2023
Fund Family
BMO Capital Markets
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD-45.30%
1 Year-52.59%
3 Year-8.23%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
TSLATesla Inc12.53%
AZOAutozone Inc Snr S* Ice12.48%
FFord Motor Co8.51%
CVNACarvana Co8.39%
ORLYO'Eilly Automotive, Inc.8.39%
Top 10 Concentration: 78.39%Report Date: Oct 1, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

CARU ETF Overview

CARU ETF (MAX Auto Industry 3X Leveraged ETN) is managed by BMO Capital Markets with $2.7M in net assets. CARU expense ratio is 0.95%, sectors including Consumer Discretionary, Industrials. Inception date: 2023-06-30.

CARU performance shows a YTD return of -45.30%. The 1-year return is -52.59%.

CARU top holdings include Tesla Inc (12.5%), Autozone Inc Snr S* Ice (12.5%), Ford Motor Co (8.5%), Carvana Co (8.4%), O'Eilly Automotive, Inc. (8.4%). Go to all CARU holdings, CARU sectors, or CARU dividends.

CARU can be compared against other funds. Use CARU overlap to find shared positions, or CARU vs another fund for a side-by-side view. CARU alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-26.74%
YTD
-45.30%
1 Year
-52.59%
3 Year
-8.23%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

12.5%

of portfolio

TSLATesla Inc
12.53%

Top 10 Holdings (78.4% of portfolio)

#TickerNameSectorWeight
1TSLATesla IncConsumer Discretionary12.53%
2AZOAutozone Inc Snr S* IceConsumer Discretionary12.48%
3FFord Motor CoConsumer Discretionary8.51%
4CVNACarvana CoConsumer Discretionary8.39%
5ORLYO'Eilly Automotive, Inc.Consumer Discretionary8.39%
6RIVNRivian AutomotiveConsumer Discretionary8.29%
7GMGeneral Motors CoConsumer Discretionary7.79%
8GPCGenuine Parts CoConsumer Discretionary4.46%
9RACE:MIFerrari NVUnknown4.11%
10KMXCarmax Inc.Consumer Discretionary3.44%