ADME
Aptus Drawdown Managed Equity ETFADME Fund Description
ADME is actively managed to select large-cap US stocks that exhibit positive fundamental and momentum characteristics combined with a downside hedge.
ADME Factset Analytics Insight
ADME is an actively-managed ETF that invests in a portfolio of 50 to 60 US companies. The equity components are drawn from a universe of the 1,000 largest US-listed common stocks and REITs. For selection, the Adviser uses a proprietary framework which takes into account factors such as yield, growth, and valuation along with momentum which signifies attractive growth opportunities altogether. The Adviser seeks to limit the fund’s exposure to equity market declines primarily by purchasing broad market puts or ETFs tracking the US equity market. In addition, ADME may also write broad market puts and hold VIX index call options. Prior to November 8, 2019, the fund traded as the index-tracking Aptus Behavioral Momentum ETF (BEMO), and was an asset allocation utilizing risk-on/risk-off strategy to toggle exposure between 100% US equities and 100% Treasury notes. On December 27, 2019, the assets, liabilities and shareholders of Aptus Fortified Value ETF (FTVA) were merged into ADME.
ADME MSCI ESG Analytics Insight
Aptus Drawdown Managed Equity ETF has an MSCI ESG Fund Rating of A based on a score of 6.12 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Aptus Drawdown Managed Equity ETF ranks in the 43th percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ADME Summary Data
ADME Portfolio Data
ADME Index Data
ADME Portfolio Management
ADME Tax Exposures
ADME Fund Structure
ADME Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ADME. ADME is rated a 5 out of 5.
ADME Tradability
ADME Sector/Industry Breakdown
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ADME Top 10 Holdings[View All]
ADME Countries
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ADME Regions
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ADME Economic Development
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ADME Performance Statistics
ADME MSCI ESG Ratings
ADME Benchmark Comparison Summary
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ADME Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.