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AVGWRoundhill AVGO WeeklyPay ETF

DiversifierNewRanked #152 of 240 in this goal

The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in swaps that utilize AVGO as the reference asset and in shares of AVGO. The fund is non-diversified.

By Roundhill Investments · Launched 2025

Annual Cost

1.00%

#4,954 of 5,562 · expensive

Fund Size

$57M

#3,437 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

11 months

#4,612 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$14,308+43.1%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Multi strategy

Focus

Single Stock

What it actually holds

By weight

Concentration

Top 4 holdings = 100.0% of fundconcentrated

TREASURY BILL
68.0%
Broadcom Inc
20.1%
First American Government Obli
8.9%
N/A
3.1%

Asset allocation

Stocks
118.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-34.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in swaps that utilize AVGO as the reference asset and in shares of AVGO. The fund is non-diversified.
Strategy
The Fund is an actively managed ETF that aims to achieve its investment objective through multiple combinations of synthetic long and short exchange-listed options positions, known as box spreads. This strategy involves creating market-neutral positions that lock in a fixed payout at expiration, utilizing options on diversified securities with maturities ranging from one to six months.
Inception date
July 23, 2025
Fund family
Roundhill Investments

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Single stock
Warning

Single-stock wrapper — fees without diversification

This fund wraps exposure to a single company, usually with an option overlay. You pay fund-level fees (typically 0.50–1.00% depending on the issuer) plus the wrapper's option-overlay mechanics for exposure you could get more cheaply by holding the underlying stock directly. The income is generated by capping upside.

Source: Israelov & Nielsen, 'Covered Calls Uncovered' (Financial Analysts Journal 2015)

Why we flagged this: strategy=multi_strategy + single_stock_wrapper

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19