LDRXSGI Enhanced Market Leaders ETF
Seeks capital appreciation and current income.
By Summit Global Investments · Launched 2025
0.59%
#3,123 of 5,861 · average
$242M
#2,207 of 5,861 · mid-size
0.58%
1 year
#4,281 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 fundWhat it actually holds
By weightConcentration
Top 10 holdings = 53.7% of fundmoderately concentrated
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation and current income.
- Strategy
- Actively manages a portfolio primarily invested in large-capitalization companies, focusing on market leaders. Utilizes options strategies to generate current income and enhance yield, while investing primarily in common stocks traded in the U.S.
- Inception date
- May 2, 2025
- Fund family
- Summit Global Investments
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