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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.75% 0.10% 1.037B 338199.4
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.47% 92.00% 625.83M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. It seeks to achieve its investment objective by investing in the equity securities of exchange-listed companies globally including those in emerging markets involved in the investment theme of artificial intelligence, focused on generative AI & related technologies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Global Science/Technology Funds
Global Macro --
US Macro World Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Science/Technology Funds
Fund Owner Firm Name Roundhill Investments
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
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
--
--
--
--
--
30.98%
49.86%
2.34%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
1.23%
47.87%
43.62%
29.59%
-29.86%
53.00%
24.84%
25.25%
0.99%
39.94%
52.88%
17.09%
-36.45%
55.39%
24.11%
31.89%
2.52%
34.47%
48.85%
6.35%
-37.88%
36.39%
8.02%
29.97%
2.74%
--
--
--
--
--
--
25.22%
0.96%
As of January 09, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.32%
Stock 99.87%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other -0.39%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. It seeks to achieve its investment objective by investing in the equity securities of exchange-listed companies globally including those in emerging markets involved in the investment theme of artificial intelligence, focused on generative AI & related technologies.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Information Technology
Peer Group Global Science/Technology Funds
Global Macro --
US Macro World Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Science/Technology Funds
Fund Owner Firm Name Roundhill Investments
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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