ASPY

ASYMshares ASYMmetric S&P 500 ETF
AUM$17.1M
Expense Ratio0.99%
NAV$25.49
Holdings52
InceptionMar 10, 2021

Price Chart

Key Statistics

Previous Close

N/A

Day Range

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52-Week Range

N/A

Avg Volume

N/A

Dividend Yield

N/A

Expense Ratio

0.99%

AUM

$17.1M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Technology27.56%
Financial Services13.12%
Healthcare13.03%
Consumer Cyclical10.39%
Communication Services8.97%
Industrials8.32%
Consumer Defensive6.25%
Energy4.89%
Basic Materials2.82%
Utilities2.40%
Real Estate2.24%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other0.00%
United States0.00%

Fund Information

Category
Technology
Subcategory
S&P 500
Inception Date
Mar 10, 2021
Description
The index is a rules-based, quantitative long/short hedging strategy that seeks to provide protection against bear market losses, by being net short, and to capture the majority of bull market gains, by being net long, with respect to the S&P 500 Index. Under normal market conditions, the fund will invest at least 80% of its total assets in securities and cash included in the index's Long Book.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
VTIVanguard Total Stock Market ETF$2.10T0.03%3,598
VOOVanguard S&P 500 ETF$1.50T0.03%505
IVViShares Core S&P 500 ETF$733.16B0.03%503
SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The ASYMshares ASYMmetric S&P 500 ETF (ASPY) is an exchange-traded fund that launched on Mar 10, 2021. It currently manages $17.1M in assets under management. The fund charges an expense ratio of 0.99%. The fund holds 52 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 71.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1Cash&OtherCash & Other64.38%19,202,383$0
2PKGPACKAGING CORP AMER0.94%1,796$0
3DLRDIGITAL RLTY TR INC0.93%2,001$0
4AEPAMERICAN ELEC PWR CO INC0.92%2,920$0
5KRKROGER CO0.85%4,561$0
6DGDOLLAR GEN CORP NEW0.79%1,024$0
7TSCOTRACTOR SUPPLY CO0.78%996$0
8TGTTARGET CORP0.77%1,017$0
9BKRBAKER HUGHES COMPANY0.76%6,462$0
10AKAMAKAMAI TECHNOLOGIES INC0.75%1,910$0
11ORCLORACLE CORP0.75%2,722$0
12DLTRDOLLAR TREE INC0.75%1,429$0
13CHRWC H ROBINSON WORLDWIDE INC0.75%2,137$0
14HRLHORMEL FOODS CORP0.74%4,482$0
15BRBROADRIDGE FINL SOLUTIONS INC COM0.73%1,414$0
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Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A
1W
N/A
1M
N/A
3M
N/A
6M
N/A
YTD
N/A
1Y
N/A
3Y
+2.15%
5Y
+0.33%

Moving Averages

20-Day MA

N/A

50-Day MA

N/A

200-Day MA

N/A

Price with Moving Averages

Support & Resistance

52-Week High

N/A

Current Price

N/A

52-Week Low

N/A

Current Yield

N/A

Annual Dividend

N/A

Frequency

N/A

Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricASPYTechnology(1413 ETFs)S&P 500(415 ETFs)
Fund Info
Expense Ratio0.99%0.67%0.74%
AUM$17.1M$6.78B$9.52B
Dividend Yield2.83%3.76%
Avg VolumeN/A1.1M1.3M
Holdings5220290
Performance
1-Month Return-2.11%-1.49%
6-Month Return+3.76%+2.47%
YTD Return+0.41%+0.16%
1-Year Return+20.06%+12.68%

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