LQDMAmplify LQD Investment Grade 12% Target Income ETF
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%
#2,956 of 6,040 · average
Fund Size
$2M
#5,571 of 6,040 · small
Return (1Y)
N/A
Track Record
5 months
#5,363 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,817-1.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Option income
Index tracked
Bloomberg US Investment Grade Corporate Bond 12% Income Covered Call Index
Holdings
By weightConcentration
Top 2 holdings = 100.1% of fundconcentrated
iShares iBoxx $ Invmt Grade Corp Bd ETFLQD
100.1%
Invesco Shrt-Trm Inv Gov&Agcy InstlAGPXX
0.1%
Asset allocation
Bonds
98.9%
Cash
1.3%
Convertible
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-2.8%Mild
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 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% in securities representative of the Index to achieve a targeted annualized income of 12% through selling one-week at-the-money call options on the Underlying ETF. The Fund aims to generate income from both the Underlying ETF and Option Premiums.
- Inception date
- April 20, 2026
- Fund family
- Amplify ETFs
Similar funds
Same asset class, closest by strategy & exposureNext steps
Save LQDM to compare it with other funds, or start building a portfolio.
Data updated on 2026-09-18