DDDDYieldMax U.S. Stocks Target Double Distribution ETF
Seeks current income and capital appreciation.
Launched 2026
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#5,861 of 5,861 · expensive
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#5,861 of 5,861 · small
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5 months
#5,250 of 5,861 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Option income
Index tracked
Dow Jones US Dividend 100 Index
What it actually holds
By weightConcentration
Top 10 holdings = 42.5% of fundmoderately concentrated
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsWorst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca, NYSE American
Full fund details
- Objective
- Seeks current income and capital appreciation.
- Strategy
- Actively managed ETF investing in shares of Schwab U.S. Dividend Equity ETF (SCHD) for exposure to high-quality U.S. companies, while generating options premiums through an options portfolio. Targets a distribution level of approximately double SCHD's annualized yield.
- Inception date
- March 12, 2026
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
The big yield isn't extra money
The headline distribution comes from selling call options, which caps the fund's upside. Across a full market cycle that trade costs more than it brings in — often 1 to 3 percentage points a year against just holding the index. Monthly payouts make the gap easy to miss on a return summary.
Sources: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)
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 2026-08-04