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Aptus Defined Risk ETF DRSK

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

Morningstar’s Analysis DRSK

Will DRSK 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 DRSK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DRSK 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 DRSK’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Aptus Defined Risk ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DRSK

More DRSK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco BulletShares 2026 Corp Bd ETF

11.64 57.2 Mil
—

iShares iBonds Dec 2028 Term Corp ETF

10.15 49.9 Mil
—

iShares iBonds Dec 2027 Term Corp ETF

9.15 45.0 Mil
—

iShares iBonds Dec 2029 Term Corp ETF

8.84 43.5 Mil
—

iShares iBonds Dec 2031 Term Corp ETF

8.81 43.3 Mil
—

iShares iBonds Dec 2030 Term Corp ETF

6.77 33.3 Mil
—

Invesco BulletShares 2030 Corp Bd ETF

6.62 32.6 Mil
—

iShares iBonds Dec 2032 Term Corp ETF

6.37 31.3 Mil
—

Invesco BulletShares 2032 Corp Bd ETF

5.90 29.0 Mil
—

Option on S&P 500 PR

5.02 24.7 Mil
—