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.

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

Funds List

    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% PDF PDF PDF
    DRSK Aptus Defined Risk ETF Fixed Income $754,770,725.40 0.78% PDF PDF PDF
    ACIO Aptus Collared Income Opportunity ETF Equity Income $547,185,062.48 0.79% PDF PDF PDF
    IDME International Drawdown Managed Equity ETF International Hedged Equity $103,699,136.84 0.65% PDF PDF PDF
    JUCY Aptus Enhanced Yield ETF Fixed Income $120,534,415.80 0.59% PDF PDF