Morningstar

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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aptus Defined Risk ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 94.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco BulletShares 2032 Corp Bd ETF

12.11 183M
—

Invesco BulletShares 2031 Corp Bd ETF

11.79 178M
—

Invesco BulletShares 2033 Corp Bd ETF

11.12 168M
—

iShares iBonds Dec 2032 Term Corp ETF

10.76 163M
—

iShares iBonds Dec 2031 Term Corp ETF

10.39 157M
—

Invesco BulletShares 2030 Corp Bd ETF

10.36 157M
—

iShares iBonds Dec 2029 Term Corp ETF

9.99 151M
—

iShares iBonds Dec 2030 Term Corp ETF

8.89 134M
—

Invesco BulletShares 2034 Corp Bd ETF

4.81 73M
—

iShares iBonds Dec 2034 Term Corp ETF

4.04 61M
—

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