Skip to content
Beacon

LEXIAlexis Practical Tactical ETF

Get income#1274 of 1640 for Get income

Seeks total return primarily through long-term capital appreciation, with income and capital preservation as secondary objectives.

Alexis Practical Tactical · Since 2021 (4 years)

Annual Cost

1.00%

#4747 out of 5,332 ETFs

Fund Size

$154M

#2336 out of 5,332 ETFs

Dividend Yield

0.95%

Track Record

4 years

#2476 out of 5,332 ETFs

Performance

1 Year

+32.4%

3 Years

+19.4%

5 Years

N/A

What's inside

Asset class
Strategy
option income

Asset allocation

Stocks
78.7%
Bonds
16.1%
Cash
4.9%
Other
0.3%

Top holdings

iShares MSCI Intl Momentum Factor ETFIMTM6.1%
iShares MSCI USA Momentum Factor ETFMTUM5.8%
Xtrackers MSCI EAFE Hedged Equity ETFDBEF5.8%
State Street® SPDR® S&P MIDCAP 400® ETFMDY5.7%
JPMorgan Ultra-Short Income ETFJPST5.6%
Vanguard Dividend Appreciation ETFVIG5.6%
PIMCO Enhanced Short Maturity Active ETFMINT5.6%
Vanguard Mega Cap Growth ETFMGK5.2%
State Street®SPDR®DowJonesIndstrAvgETFTrDIA5.1%
Invesco S&P 500® Equal Weight ETFRSP5.1%

Risk profile

Volatility (1Y)

10.8%

Moderate

Max drawdown

-22.0%

Worst peak-to-trough loss

Sharpe (3Y)

1.16

Excellent risk-adjusted returns

Sortino (3Y)

1.76

Good downside protection

Similar ETFs

Our take

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

Covered call
Warning

Covered call ETF — yield ≠ total return

The high distribution yield is not free income — it comes from selling upside via call options. Research finds these strategies systematically underperform their underlying index over full cycles, typically by 100–300 basis points per year depending on the option-overlay design. The monthly distributions make the shortfall hard to see in return summaries.

Source: Israelov & Ndong, 'A Devil's Bargain: When Generating Income Undermines Investment Returns' (NDVR, 2023)

Why we flagged this: strategy=option_income + option_income_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05