LCTO against the ETFIQ Strategic 40 benchmark

As of Nov 12, 2026, Kurv U.S. Large Cap TaxOptimized ETF holds 40.7% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderately conservative band. Its benchmark is ETFIQ Strategic, 40% stocks, a rule, not a fund.

Fee a year: 0.70%

LCTO fund page

The answerOne drawing that carries it.

LCTO and Strategic 40

Growth of $10,000

Growth of $10,000 over the whole shared history, Jul 7, 2026 to Nov 12, 2026: LCTO ends at $9,924, Strategic 40 at $9,898.

LCTOStrategic 40

Drawn from the numbers on this page. Growth of $10,000

LCTO $9,924Strategic 40 $9,898

Growth of $10,000 over the whole shared history, Jul 7, 2026 to Nov 12, 2026: LCTO ends at $9,924, Strategic 40 at $9,898.

The evidenceWhy, in charts and cards.

The year in one line

As of Nov 12, 2026, LCTO has no full year of prices to set beside the ETFIQ Strategic 40 benchmark.

The dataFull tables, method and files, one click away.

LCTO and Strategic 40 by window

Open the full table


Year to date	not published	not published	not published	not published	not published	not published
1 year	not published	not published	not published	not published	not published	not published
3 years, a year	not published	not published	not published	not published	not published	not published
5 years, a year	not published	not published	not published	not published	not published	not published
10 years, a year	not published	not published	not published	not published	not published	not published
Since the shared start, a year	not published	not published	not published	not published	not published	not published

LCTO’s own market-price total return beside Strategic 40 over the same closes. YTD and 1 year are total returns; the longer windows are yearly rates over whole months. The difference is in percentage points. Data sourced by Tiingo.

Data sourced by Tiingo

Fees

Open the table


LCTO	Expense ratio, from its prospectus	0.70%	$70	Jul 1, 2026
Strategic 40	Weighted fund fee, inside its returns	0.04%	$4	Nov 12, 2026

Both fees are already inside the returns above. On $10,000 is the fee times 100, the dollars a year at that fee.

How a benchmark is published

Each benchmark has its own page with its weights, calendar and returns. Rules were frozen on Oct 3, 2026.

Data before Oct 5, 2026 is hypothetical: we apply today’s rule and funds to earlier prices. Total returns use market price with distributions reinvested, after each fund’s own fees. Nothing else is deducted. The price source leaves out funds that closed before 2016, so results lean toward funds that survived.

Methodology v1.3 →

Questions people ask

Why is LCTO measured against ETFIQ Strategic 40?

As of Nov 12, 2026, LCTO holds 40.7% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderately conservative band, more than 30% and up to 50% stocks. ETFIQ Strategic 40 is that band’s benchmark.

What does ETFIQ Strategic 40 hold?

40% VT and 60% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a rule, not a fund. ETFIQ takes no payment from any fund company.

Why are the benchmark’s returns hypothetical?

Its rule was frozen on a set date. Returns before that date apply today’s rule and funds to earlier prices. The fund’s own returns use its market price with distributions reinvested. The price source leaves out funds that closed before 2016, so results lean toward funds that survived.

Sources and dates

Data sourced by Tiingo · end of day · Nov 12, 2026 U.S. Treasury daily bill rates LCTO’s page, with its prospectus and fee LCTO’s prospectus filing, for its expense ratio

Computed by ETFIQ from Tiingo daily prices. Data sourced by Tiingo.Data sourced by Tiingo

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ETFIQ, LCTO ETF vs the ETFIQ Strategic 40 Benchmark, data as of Nov 12, 2026. https://etfiq.com/models/compare/lcto/

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