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USOYDefiance Oil Enhanced Options Income ETF

Get income2y track recordRanked #1,140 of 1,650 in this goal

Seeks current income while providing indirect exposure to the performance of the United States Oil Fund, LP (USO).

By Defiance ETFs LLC · Launched 2024

Annual Cost

1.12%

#5,436 of 5,861 · expensive

Fund Size

$56M

#3,547 of 5,861 · mid-size

Dividend YieldGoal

31.31%

Track Record

2 years

#3,471 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,889+38.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 8 holdings = 91.4% of fundconcentrated

TREASURY BILL
17.9%
First American Government Obli
15.0%
TREASURY BILL
14.9%
TREASURY BILL
13.2%
TREASURY BILL
10.6%
TREASURY BILL
10.2%
TREASURY BILL
9.5%
N/AUSO 2 P81
-0.0%

Asset allocation

Cash
116.0%
Bonds
11.8%
Other
10.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
34.9%High

Year-on-year price swings

Max drawdown
-25.5%Moderate

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 while providing indirect exposure to the performance of the United States Oil Fund, LP (USO).
Strategy
Actively manages an ETF to seek current income by generating options premiums from options investments referencing USO. The strategy includes selling call spreads on USO and holding short-term U.S. Treasury securities for collateral and income generation.
Inception date
May 9, 2024
Fund family
Defiance ETFs LLC

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Data updated on 2026-08-04