Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.85% 0.13% 121.94M 124589.4
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 31.00% 32.46M Upgrade

Basic Info

Investment Strategy
The Fund seeks current income with a secondary objective of seeking exposure to the performance of the S&P 500 Index. It is an actively-managed ETF that primarily seeks to generate current income. Its strategy involves holding shares of passively-managed ETFs that seek to track the performance of the Index.
General
Security Type Exchange-Traded Fund
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%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
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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
--
--
--
--
--
--
--
13.08%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.52%
--
--
--
33.80%
-24.76%
27.48%
25.37%
24.54%
--
--
--
24.81%
-25.96%
20.93%
17.49%
20.23%
--
--
--
29.25%
-25.65%
23.96%
22.57%
16.71%
As of December 11, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.29%
Stock 100.0%
Bond 0.25%
Convertible 0.00%
Preferred 0.00%
Other -0.58%
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Basic Info

Investment Strategy
The Fund seeks current income with a secondary objective of seeking exposure to the performance of the S&P 500 Index. It is an actively-managed ETF that primarily seeks to generate current income. Its strategy involves holding shares of passively-managed ETFs that seek to track the performance of the Index.
General
Security Type Exchange-Traded Fund
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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