| ISIN | US26922A3885 |
|---|---|
| TER | 0.01% |
| Replication | Synthetic |
| Distribution | Accumulating |
| Launch Year | 2018 |
| AUM | $1.24 billion |
| Provider | APTUS ETFs |
| Exchange | USA Stocks (USA) |
| Currency | USD |
| Country | USA |
| Type | ETF |
The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its objective through a hybrid fixed income and equity strategy. It typically invests approximately 75% to 95% of its assets to obtain exposure to investment-grade corporate bonds (the Fixed Income Strategy) and invests the remainder of its assets to obtain exposure to U.S. stocks, while limiting downside risk (the "Equity Strategy").
Consult fund provider.
| Period | Return (%) |
|---|---|
| 1 Month | 4.62% |
| 3 Months | 0.67% |
| 6 Months | 3.51% |
| 1 Year | 2.66% |
| 3 Years | 7.85% |
| 5 Years | 10.66% |
| Since Inception | 41.26% |
Distribution: Accumulating
Volatility and risk metrics are calculated based on historical price movements.
This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.
Compare brokers โExchange: USA Stocks (USA)
Currency: USD
Is this ETF accumulating?
Yes, it reinvests dividends.