HNDLStrategy Shares Nasdaq 7 Handl Index ETF
Seeks investment results that correlate generally to the price and yield performance of the Nasdaq 7HANDL™ Index.
By Strategy Shares · Launched 2018
Annual Cost
0.94%
#4,933 of 6,040 · expensive
Fund Size
$633M
#1,474 of 6,040 · large
Return (1Y)
+6.6%
Track Record
8 years
#1,675 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,637+6.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 77.1% of funddiversified through underlying funds
Schwab US Aggregate Bond ETF
11.0%
Vanguard Total Bond Market Index Fund
11.0%
iShares Core US Aggregate Bond ETF
11.0%
Invesco NASDAQ 100 ETF
8.1%
Global X MLP & Energy Infrastructure ETF
7.4%
State Street Utilities Select Sector SPDR ETF
6.8%
WisdomTree US Efficient Core Fund
6.6%
Vanguard Dividend Appreciation Index Fund
5.7%
JPMorgan Equity Premium Income ETF
4.9%
Schwab US REIT ETF
4.6%
Asset allocation
Stocks
39.2%
Bonds
34.9%
Other
21.1%
Preferred
2.7%
Cash
1.5%
Convertible
0.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.6%Low
Year-on-year price swings
Max drawdown
-23.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.70Decent risk-adjusted returns
Sortino (3Y)
1.01Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks investment results that correlate generally to the price and yield performance of the Nasdaq 7HANDL™ Index.
- Strategy
- Invests at least 80% of assets in securities of the Nasdaq 7HANDL™ Index, a fund of funds that allocates 50% to fixed income and equity ETFs and 50% to a diverse range of ETFs across 12 asset categories. Aims for high monthly distributions while maintaining a stable net asset value.
- Inception date
- January 16, 2018
- Fund family
- Strategy Shares
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Data updated on 2026-09-18