Price Chart
Key Statistics
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—Day Range
N/A52-Week Range
N/AAvg Volume
—Dividend Yield
—Expense Ratio
0.79%AUM
$306.3MShares Outstanding
2.0MSector Breakdown
| Sector | Weight % |
|---|---|
| Consumer Defensive | 19.41% |
| Industrials | 16.29% |
| Utilities | 12.18% |
| Healthcare | 11.97% |
| Financial Services | 11.20% |
| Consumer Cyclical | 8.73% |
| Technology | 8.37% |
| Basic Materials | 8.03% |
| Real Estate | 3.83% |
Fund Information
- Issuer
- Aptus
- Category
- Consumer Defensive
- Inception Date
- Jun 10, 2008
- Description
- The investment seeks capital appreciation with downside protection. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its objective principally by investing in a portfolio of typically 40 to 50 U.S.-listed equity securities, while limiting downside risk by purchasing exchange-listed put options on one or more broad-based indexes or ETFs that track the performance of the U.S. equity market. Under normal circumstances, at least 80% of the fund's net assets (plus borrowings for investment purposes) will be invested in equity securities.
Similar ETFs
The Aptus Behavioral Momentum ETF (BEMO) is an exchange-traded fund issued by Aptus that launched on Jun 10, 2008. It currently manages $306.3M in assets under management. The fund charges an expense ratio of 0.79%. It falls under the Consumer Defensive category.
Top 10 holdings represent 0.0% of the fund
Holdings data not yet available for this ETF.
Holdings are updated periodically and may not be available for all funds.
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | — |
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Dividends
No dividend data available for this ETF.
Category Comparison
| Metric | BEMO | Consumer Defensive(52 ETFs) | Momentum(160 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.79% | 0.53% | 0.57% |
| AUM | $306.3M | $3.56B | $1.37B |
| Dividend Yield | — | 2.92% | 2.52% |
| Avg Volume | — | 878.3K | 108.8K |
| Holdings | — | 57 | 173 |
| Performance | |||
| 1-Month Return | — | +1.77% | -1.05% |
| 6-Month Return | — | +3.45% | +2.57% |
| YTD Return | — | +7.58% | +14.12% |
| 1-Year Return | — | +4.02% | +9.54% |
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