Skip to Content
Morningstar

Aptus Drawdown Managed Equity ETF ADME

Morningstar Medalist Rating
Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis ADME

Will ADME outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ADME’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ADME management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ADME’s parent organization’s priorities and whether they’re in line with investors’ interests.

Increased confidence in Aptus Drawdown Managed Equity ETF's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ADME

More ADME Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.23 11.4 Mil
Technology

Apple Inc

5.77 9.1 Mil
Technology

NVIDIA Corp

5.08 8.0 Mil
Technology

Alphabet Inc Class C

3.96 6.3 Mil
Communication Services

Amazon.com Inc

3.91 6.2 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.61 4.1 Mil
Communication Services

Exxon Mobil Corp

2.09 3.3 Mil
Energy

Visa Inc Class A

1.89 3.0 Mil
Financial Services

Caterpillar Inc

1.88 3.0 Mil
Industrials

Stryker Corp

1.84 2.9 Mil
Healthcare