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DEFR vs SPIN

Aptus Deferred Income ETF vs State Street US Equity Premium Income ETF

DEFR

Aptus Deferred Income ETF

Annual cost

0.79%

Fund size

$122M

SPIN

State Street US Equity Premium Income ETF

Annual cost

0.25%

Fund size

$47M

Key differences

Both DEFR and SPIN are alternative ETFs. DEFR charges 0.79% a year and SPIN 0.25%. The main difference: SPIN costs 0.54% less per year.

  • SPIN costs 0.54% less per year.

Side-by-side comparison

DEFRSPIN
Annual cost (TER)0.79%0.25%
Fund size (AUM)$122M$47M
Since20252024
Dividend yield0.00%6.42%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+5.2%+15.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y5.17%10.89%
Max drawdown-3.90%-16.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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