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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.49% -0.05% 76.86M 57103.13
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 53.46M Upgrade

Basic Info

Investment Strategy
The Fund seeks a primary investment objective of paying a monthly return of capital distributions to shareholders at an annualized rate of twenty percent (20%). The Funds secondary investment objective is to provide exposure to the return of an index composed of U.S.-listed large cap equity securities.
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 Roundhill Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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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
2018
2019
2020
2021
2022
2023
2024
YTD
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.34%
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22.04%
16.17%
10.57%
-27.78%
12.07%
13.44%
13.57%
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As of December 16, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash -5.35%
Stock 0.00%
Bond 6.49%
Convertible 0.00%
Preferred 0.00%
Other 98.86%
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Basic Info

Investment Strategy
The Fund seeks a primary investment objective of paying a monthly return of capital distributions to shareholders at an annualized rate of twenty percent (20%). The Funds secondary investment objective is to provide exposure to the return of an index composed of U.S.-listed large cap equity securities.
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 Roundhill Investments
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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