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ODTEVegaShares SPX NDX RTY Premium Income ETF

Get incomeNewRanked #1,496 of 1,650 in this goal

Seeks current income and capital appreciation.

By Vega Capital Partners LLC · Launched 2026

Annual Cost

0.76%

#4,041 of 5,854 · expensive

Fund Size

$3M

#5,413 of 5,854 · small

Dividend YieldGoal

Track Record

4 months

#5,326 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,710+7.1%

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 4 holdings = 99.9% of funddiversified through underlying funds

Vanguard Russell 2000 ETFVTWO
33.9%
Vanguard S&P 500 ETFVOO
33.2%
Invesco NASDAQ 100 ETFQQQM
32.6%
First American Government Obligs XFGXXX
0.1%

Asset allocation

Stocks
98.7%
Cash
1.1%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-7.1%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
NASDAQ Global Select Market

Full fund details

Objective
Seeks current income and capital appreciation.
Strategy
Actively managed ETF employing a covered call strategy using the S&P 500, Nasdaq-100, and Russell 2000 indexes as reference assets. Aims to provide current income weekly and exposure to price returns through a synthetic covered call strategy.
Inception date
April 1, 2026
Fund family
Vega Capital Partners LLC

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 2026-08-03