SWPSWP Growth & Income ETF
Seeks to provide long-term capital appreciation.
By SWP Investment Management, LLC · Launched 2024
0.99%
#4,898 of 5,562 · expensive
$154M
#2,537 of 5,562 · mid-size
3.94%
1 year
#3,844 of 5,562 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 38.4% of fund✓ well diversified
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
Where to buy
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks to provide long-term capital appreciation.
- Strategy
- Actively managed ETF focusing on long-term capital appreciation and current income. Invests primarily in income-producing equity securities with strong growth characteristics, including common and preferred stocks, and may include ADRs and REITs. Utilizes a covered call options strategy to generate income and mitigate risk, while emphasizing fundamental analysis for security selection and industry allocation.
- Inception date
- September 24, 2024
- Fund family
- SWP Investment Management, LLC
Similar ETFs
Closest matches by profileOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
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
What's next?
You've reviewed SWP. Save it to your watchlist to track it alongside the other funds you're weighing.
Data updated on 2026-06-19