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LQDMAmplify LQD Investment Grade 12% Target Income ETF

Get incomeNewRanked #1,432 of 1,622 in this goal

Seeks investment results that generally correlate to the performance of the Bloomberg U.S. Investment Grade Corporate Bond 12% Income Covered Call Index.

By Amplify ETFs · Launched 2026

Annual Cost

0.54%

#2,755 of 5,562 · average

Fund Size

$2M

#5,361 of 5,562 · small

Dividend YieldGoal

Track Record

2 months

#5,396 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,979-0.2%

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

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

Index tracked

Bloomberg US Investment Grade Corporate Bond 12% Income Covered Call Index

What it actually holds

By weight

Concentration

Top 1 holdings = 99.6% of fundconcentrated

iShares iBoxx $ Invmt Grade Corp Bd ETFLQD
99.6%

Asset allocation

Other
100.4%
Bonds
98.6%
Convertible
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-1.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks investment results that generally correlate to the performance of the Bloomberg U.S. Investment Grade Corporate Bond 12% Income Covered Call Index.
Strategy
Invests at least 80% of net assets in securities representative of the Index to achieve a targeted annualized income of 12%. This is done through investments in the iShares iBoxx $ Investment Grade Corporate Bond ETF and selling one-week at-the-money call options on the Underlying ETF.
Inception date
April 20, 2026
Fund family
Amplify 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

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Data updated on 2026-06-19