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ISSBIncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Get incomeNewRanked #1,583 of 1,650 in this goal

Seeks total return consisting of capital appreciation and income.

By Quantify Funds · Launched 2026

Annual Cost

1.14%

#5,444 of 5,861 · expensive

Fund Size

$2M

#5,559 of 5,861 · small

Dividend YieldGoal

Track Record

7 months

#5,097 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$7,228-27.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

What it actually holds

By weight

Concentration

Top 8 holdings = 69.7% of fundconcentrated

N/A
35.5%
First American Government Obli
24.9%
N/A
16.5%
N/ASPY 3 P685
-0.2%
N/AIBIT 3 P35.5
-0.4%
N/AIBIT 3 C38
-1.2%
N/ASPY 3 C688
-2.1%
N/AIBIT 3 P38
-3.1%

Asset allocation

Stocks
124.8%
Other
6.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-35.3%Severe

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 total return consisting of capital appreciation and income.
Strategy
Actively manages a combination of large-cap U.S. equities and bitcoin to seek total return. Generates option premiums through options strategies while targeting a beta of 1.0 to each asset class. Invests primarily in large-cap U.S. equities and bitcoin-related instruments.
Inception date
January 20, 2026
Fund family
Quantify Funds

Our take

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

Covered call
Warning

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