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PAYRFederated Hermes Enhanced Income ETF

Get incomeNewRanked #1,066 of 1,650 in this goal

Seeks high current income with a secondary objective of capital appreciation.

By Federated · Launched 2025

Annual Cost

0.40%

#2,016 of 5,854 · average

Fund Size

$41M

#3,826 of 5,854 · mid-size

Dividend YieldGoal

Track Record

10 months

#4,737 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,016+20.2%

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 10 holdings = 33.1% of fundwell diversified

US BANCORP
3.6%
TOTALENERGIES SE
3.6%
TRUIST FINANCIAL CORP
3.5%
PAYCHEX INC
3.4%
ENBRIDGE INC
3.4%
SANOFI SA
3.3%
PNC FINANCIAL SERVICES GROUP INC (THE)
3.2%
BRITISH AMERICAN TOBACCO PLC
3.1%
FEDERATED HERMES MONEY MARKET OBLIGATIONS TRUST
3.0%
KIMCO REALTY CORP
2.9%

Asset allocation

Stocks
95.6%
Cash
4.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-5.2%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 high current income with a secondary objective of capital appreciation.
Strategy
Invests primarily in high dividend-paying large-cap or mid-cap stocks of U.S. issuers, along with an options overlay strategy to generate incremental income. The Adviser prioritizes stocks based on attractive combinations of dividend yield and growth potential.
Inception date
October 7, 2025
Fund family
Federated

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