ASGM ETF

ASGM ETF
$33.05
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Fund Essentials - as of Jul 28, 2026

Net Assets
$9M
Expense Ratio
0.86%
Dividend Yield (Current)
3.87%
Holdings
17
Inception Date
Aug 4, 2025
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Unspecified

Performance

YTD+15.88%

Asset Allocation

Bonds: 33.40%
Cash: 14.88%
Other: 51.72%
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Top Holdings

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TickerNameWeight
IVVIshares Core S&p 500 ETF28.77%
-State Street Corp. 5.146% 2/28/2036 (Usd-Sofr + 1.217% On 2/28/2035)17.11%
IEFAIshares Core Msci Eafe ETF15.51%
IEMGIshares Core Msci Emerging Mar7.44%
-United States Treasury Bill 0.000% 09/29/20264.40%
Top 10 Concentration: 89.61%Report Date: Jul 28, 2026
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Dividend Summary

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Dividend Yield (Current)
3.87%
Frequency
Unspecified
Latest Distribution
$1.20
Dec 22, 2025

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

ASGM ETF Overview

ASGM ETF (Virtus AlphaSimplex Global Macro ETF) is managed by Virtus Investment Partners with $8.9M in net assets. ASGM expense ratio is 0.86%, holding 17 positions across sectors including Financials. Inception date: 2025-08-04.

ASGM performance shows a YTD return of 15.88%.. ASGM dividend yield stands at 3.87%, paid unspecified.

ASGM top holdings include Ishares Core S&p 500 ETF (28.8%), State Street Corp. 5.146% 2/28/2036 (Usd-Sofr + 1.217% On 2/28/2035) (17.1%), Ishares Core Msci Eafe ETF (15.5%), Ishares Core Msci Emerging Mar (7.4%), United States Treasury Bill 0.000% 09/29/2026 (4.4%). Go to all ASGM holdings, ASGM sectors, or ASGM dividends.

ASGM can be compared against other funds. Use ASGM overlap to find shared positions, or ASGM vs another fund for a side-by-side view. ASGM alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.68%
YTD
+15.88%
1 Year
N/A
3 Year
N/A

Top 10 Holdings (89.6% of portfolio)

#TickerNameSectorWeight
1IVVIshares Core S&p 500 ETFFinancials28.77%
2-State Street Corp. 5.146% 2/28/2036 (Usd-Sofr + 1.217% On 2/28/2035)Other17.11%
3IEFAIshares Core Msci Eafe ETFFinancials15.51%
4IEMGIshares Core Msci Emerging MarFinancials7.44%
5-United States Treasury Bill 0.000% 09/29/2026Other4.40%
6-Swap/Cdswap/Scds: (Cs)Other3.78%
7-Freddie Mac Pool 2 02/01/2042Other3.16%
8-Rrp Davita Inc 6.875 01-Sep-2032 1 Bas 3.65 04/22/2026Other3.15%
9-Sold ILS Bought USD 20260610Other3.15%
10-Malaysia Government 4.457 03-31-2053Other3.14%