ATTACKING THE BEHAVIOR GAP
Traditional diversification is not enough, a smoother path demands a proactive approach.
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.
Adding equity and index options to a 1-7 year investment-grade bond ladder
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
Using tail hedges to more comfortably raise the international equityallocation of a portfolio
Adding an options overlay to US Treasury and agency securities to provide more distributable income
|Ticker||Fund Name||Category||AUM ($)||Management Fee||Fact Sheet||Strategy Paper||Prospectus|
|ADME||Aptus Drawdown-Managed Equity ETF||Hedged Equity||$323,308,344.68||0.79%|
|DRSK||Aptus Defined Risk ETF||Fixed Income||$754,770,725.40||0.78%|
|ACIO||Aptus Collared Income Opportunity ETF||Equity Income||$547,185,062.48||0.79%|
|IDME||International Drawdown Managed Equity ETF||International Hedged Equity||$103,699,136.84||0.65%|
|JUCY||Aptus Enhanced Yield ETF||Fixed Income||$120,534,415.80||0.59%|