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TMATMain Thematic Innovation ETF

Get income5y track recordRanked #982 of 1,622 in this goal

Seeks to outperform the MSCI ACWI Index in rising markets while limiting losses during declines.

By Main Management ETFs · Launched 2021

Annual Cost

0.82%

#4,229 of 5,562 · expensive

Fund Size

$242M

#2,157 of 5,562 · mid-size

Dividend YieldGoal

0.02%

Track Record

5 years

#2,294 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,637+36.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Option income

What it actually holds

By weight

Concentration

Top 10 holdings = 19.4% of fundwell diversified

Micron Technology Inc.
2.4%
Fair Isaac Corporation
2.4%
Clear Secure Inc
2.1%
Sportradar Group AG
1.9%
Insulet Corporation
1.9%
Autodesk Inc
1.9%
Uber Technologies Inc
1.8%
Mercadolibre Inc
1.8%
Crowdstrike Holdings Inc
1.6%
Aaon Inc
1.6%

Asset allocation

Stocks
99.4%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
25.5%High

Year-on-year price swings

Max drawdown
-58.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.22Good downside protection

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to outperform the MSCI ACWI Index in rising markets while limiting losses during declines.
Strategy
Invests primarily in theme-based domestic equities across all market capitalizations. Employs dynamic thematic rotation focusing on emerging and innovative themes with large addressable markets, such as genomics and clean energy. May use covered call strategies to enhance returns and manage volatility.
Inception date
January 28, 2021
Fund family
Main Management ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Covered call
Warning

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

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Data updated on 2026-06-19