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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.

An incline in its Process Pillar rating is the primary driver of Aptus Defined Risk ETF's upgrade to a Morningstar Medalist Rating of Neutral from 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-costliest 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 76.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco BulletShares 2026 Corp Bd ETF

11.21 70.4 Mil
—

iShares iBonds Dec 2028 Term Corp ETF

9.87 62.0 Mil
—

iShares iBonds Dec 2027 Term Corp ETF

8.86 55.7 Mil
—

iShares iBonds Dec 2031 Term Corp ETF

8.64 54.3 Mil
—

iShares iBonds Dec 2029 Term Corp ETF

8.62 54.2 Mil
—

iShares iBonds Dec 2030 Term Corp ETF

6.64 41.7 Mil
—

Invesco BulletShares 2030 Corp Bd ETF

6.49 40.7 Mil
—

iShares iBonds Dec 2032 Term Corp ETF

6.24 39.2 Mil
—

Invesco BulletShares 2032 Corp Bd ETF

5.78 36.3 Mil
—

Invesco BulletShares 2029 Corp Bd ETF

4.65 29.2 Mil
—