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CAOSAlpha Architect Tail Risk ETF

Grow my moneyGet incomeDiversifier12y track recordRanked #36 of 266 in this goal

Seeks to maximize total return through a combination of capital appreciation and current income.

By Alpha Architect · Launched 2013

Annual Cost

0.63%

#3,331 of 5,853 · average

Fund Size

$705M

#1,353 of 5,853 · large

Return (1Y)Goal

+1.9%

Track Record

12 years

#1,083 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,186+1.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Volatility strategy

What it actually holds

By weight

Concentration

Top 10 holdings = 117.8% of fundconcentrated

SPY 06/18/2026 10010.01 P
89.8%
SPX US 06/18/26 P12000
21.4%
SPY 06/18/2026 10.01 C
6.2%
SPX US 06/18/26 P2500
0.3%
SPXW US 04/02/26 P6400
0.1%
First American Government Obligations FundFGXXX
0.1%
SPX US 05/15/26 P2500
0.0%
SPX US 04/17/26 P2500
0.0%
SPY 06/18/2026 10010.01 C
0.0%
SPY 06/18/2026 10.01 P
0.0%

Asset allocation

Stocks
200.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.6%Low

Year-on-year price swings

Max drawdown
-3.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.03Below average
Sortino (3Y)
-0.05Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to maximize total return through a combination of capital appreciation and current income.
Strategy
Actively manages a portfolio of options contracts linked to the performance of large-cap U.S. companies to maximize total return through capital appreciation and current income. The Fund utilizes SPX Options to gain market exposure and hedge against declines, with a focus on managing risk during market dislocation events.
Inception date
August 14, 2013
Fund family
Alpha Architect

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Data updated on 2026-08-02