ATTACKING THE BEHAVIOR GAP

Traditional diversification is not enough, a smoother path demands a proactive approach.

Fact Sheets

There are managers who use explicit hedges, and those who implement active stock selection. But there are few who combine the benefits of each, in an ETF wrapper. These summaries describe some of the unique value our funds seek to add to a portfolio.

Managing a dynamic options collar around a quality equity tilt to pursue tax-efficient total return

Using tail hedges to more comfortably raise the domestic equity allocation of a portfolio

Adding equity and index options to a 1-7 year investment-grade bond ladder

The Aptus Large Cap Enhanced Yield ETF seeks current income and capital appreciation

 

Using an options overlay to enhance income on your international equity

Adding an options overlay to US Treasury and agency securities to provide more distributable income

An active strategy that owns small cap, dividend-paying US companies with strong growth potential, higher quality, and lower valuation

Minimum-volatility equity core with dynamic market exposure for incremental upside

Funds List

     

    Ticker Fund Name Category AUM ($) Management Fee Quarterly Update Fact Sheet Strategy Paper Prospectus
    ACIO Aptus Collared Investment Opportunity ETF Equity Income $1,609,093,273.43 0.79% PDF PDF PDF PDF
    ADME Aptus Drawdown-Managed Equity ETF Hedged Equity $226,486,648.59 0.79% PDF PDF PDF PDF
    DRSK Aptus Defined Risk ETF Fixed Income $1,023,860,864.52 0.78% PDF PDF PDF PDF
    DUBS Aptus Large Cap Enhanced Yield ETF Equity Income $220,937,333.10 0.39% PDF PDF PDF
    IDUB Aptus International Enhanced Yield ETF International Equity Income $225,358,192.17 0.43% PDF PDF PDF
    JUCY Aptus Enhanced Yield ETF Fixed Income $324,286,113.40 0.59% PDF PDF PDF PDF
    OSCV Opus Small Cap Value  ETF Domestic Small Value $486,841,449.04 0.79% PDF PDF PDF
    UPSD Aptus Large Cap Upside ETF Equity Income $10,716,416.79 0.79% PDF PDF