ONEZTrueShares Seasonality Laddered Buffered ETF
Seeks capital appreciation with the potential for lower volatility relative to the broader U.S. large cap equity market.
By TrueShares · Launched 2025
0.96%
#4,996 of 5,861 · expensive
$337M
#1,900 of 5,861 · large
+11.4%
1 year
#4,025 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 = 74.9% of fundconcentrated
Asset allocation
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
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation with the potential for lower volatility relative to the broader U.S. large cap equity market.
- Strategy
- Actively manages a portfolio of ETFs linked to a broad-based index of U.S. large-capitalization companies, employing a buffered strategy to mitigate losses. Aims for capital appreciation while reducing volatility through a fund-of-funds approach, investing primarily in Buffered ETFs and Hedged ETFs.
- Inception date
- January 24, 2025
- Fund family
- TrueShares
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.
You can build this cheaper yourself
Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.
Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)
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