Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.99% -0.05% 7.286M 48252.73
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 7.718M

Basic Info

Investment Strategy
The Fund seeks current income while providing indirect exposure to the share price (i.e., the price returns) of the common stock of Berkshire Hathaway Inc. (BRK.B or the Underlying Security), subject to a limit on potential investment gains. The Fund will seek to employ its investment strategy as it relates to BRK.B.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Defiance
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-3.64%
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-37.17%
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14.71%
2.28%
-12.61%
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-39.17%
As of April 02, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.07%
Stock 0.00%
Bond 95.00%
Convertible 0.00%
Preferred 0.00%
Other 0.93%
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Basic Info

Investment Strategy
The Fund seeks current income while providing indirect exposure to the share price (i.e., the price returns) of the common stock of Berkshire Hathaway Inc. (BRK.B or the Underlying Security), subject to a limit on potential investment gains. The Fund will seek to employ its investment strategy as it relates to BRK.B.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Alternative Strategies
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Defiance
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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