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AMZWRoundhill AMZN WeeklyPay ETF

Take a bet1y track recordRanked #574 of 995 in this goal

Seeks to pay weekly distributions and provide calendar week returns that correspond to 1.2 times the total return of Amazon.com, Inc.

By Roundhill Investments · Launched 2025

Annual Cost

1.00%

#5,360 of 6,040 · expensive

Fund Size

$36M

#4,096 of 6,040 · small

Return (1Y)

+3.3%

Track Record

1 year

#4,389 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,484+4.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Leveraged

Holdings

By weight

Concentration

single-stock exposure — holdings shown are derivatives collateral, not the fund's position

TREASURY BILL
74.1%
Amazon.com Inc
20.2%
First American Government Obli
10.9%
N/A
-5.2%

Asset allocation

Stocks
120.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
41.7%High

Year-on-year price swings

Max drawdown
-26.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to pay weekly distributions and provide calendar week returns that correspond to 1.2 times the total return of Amazon.com, Inc.
Strategy
Actively managed fund that invests in total return swaps and common stock to achieve approximately 1.2 times the calendar week total return of Amazon.com, Inc. while making weekly distribution payments. Concentrated in the Consumer Discretionary Distribution & Retail sector.
Inception date
June 17, 2025
Fund family
Roundhill Investments

Next steps

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Data updated on 2026-09-18