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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% 0.14% 75.18M 5476.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.19% 57.00% 7.676M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track the total return performance of the S&P 500 Dividend and Free Cash Flow Yield Index. The Fund invests at least 80% of its total assets in the securities of the Index consisting of approximately 500 leading US-listed companies representing approximately 80% of the US equity market capitalization.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Advisors Asset Management
Broad Asset Class Benchmark Index
^SPXTR 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)
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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
2018
2019
2020
2021
2022
2023
2024
YTD
-6.58%
20.46%
-6.07%
29.55%
-2.28%
5.46%
14.39%
10.33%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-9.13%
29.33%
-3.13%
28.88%
-2.11%
5.51%
15.63%
18.07%
-12.02%
24.87%
-8.56%
28.32%
-0.52%
13.78%
8.35%
12.54%
-3.48%
26.57%
-0.07%
25.06%
-5.30%
4.10%
10.04%
7.35%
-10.35%
24.29%
14.14%
24.78%
-13.55%
11.75%
11.12%
13.42%
As of December 07, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.31%
Stock 99.67%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other -0.18%
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Basic Info

Investment Strategy
The Fund seeks to track the total return performance of the S&P 500 Dividend and Free Cash Flow Yield Index. The Fund invests at least 80% of its total assets in the securities of the Index consisting of approximately 500 leading US-listed companies representing approximately 80% of the US equity market capitalization.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Multi-Cap Value Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth & Income Funds
Fund Owner Firm Name Advisors Asset Management
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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