CVRD

Madison Covered Call ETF

$18.38
+0.00%
Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Madison Covered Call ETF (CVRD) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the CBOE S&P 500 BuyWrite Index.

Overview

ETF tracking Madison Covered Call ETF

Category Other
Issuer Other
Inception Date 2023-08-22
Market Cap $43.8M
Average Volume N/A
Dividend Yield 7.46%
52-Week Range $15.61 - $19.82
VWAP $18.33

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Madison Covered Call ETF (CVRD) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the CBOE S&P 500 BuyWrite Index.

🎯 Investment Strategy

The ETF invests in the component securities of the S&P 500 Index and writes (sells) covered call options on the same index. This strategy aims to generate income from the option premiums received, while still providing exposure to the underlying S&P 500 stocks.

✨ Key Features

  • Tracks the CBOE S&P 500 BuyWrite Index, a widely followed covered call strategy index
  • Invests in the stocks of the S&P 500 and writes call options on the same index
  • Seeks to generate income from option premiums while maintaining equity market exposure
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
  • Covered call risk: The ETF's covered call strategy may limit the upside potential if the underlying stocks rise significantly
  • Liquidity risk: The ETF may have difficulty trading certain securities at an advantageous time or price
  • Tracking error risk: The ETF may not perfectly track the performance of its underlying index

👤 Best For

The Madison Covered Call ETF may be suitable for investors seeking a conservative, income-generating strategy that provides exposure to the large-cap U.S. equity market. It may be particularly appealing to investors with a moderate risk tolerance who are looking to generate additional income from their equity investments.