GUG ETF

GUG ETF
$15.27
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Fund Essentials - as of Nov 30, 2025

Net Assets
$547M
Expense Ratio
2.22%
Dividend Yield (Current)
8.71%
Holdings
1,262
Inception Date
Nov 23, 2021
Fund Family
Guggenheim Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+1.95%
1 Year+6.82%
3 Year+9.08%

Asset Allocation

Stocks: 9.52%
Bonds: 84.49%
Cash: 1.63%
Other: 4.37%
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Top Holdings

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TickerNameWeight
B 0 01/22/26Treasury Bill 0% Jan 22, 20263.06%
-Uniform Mbs 7 2054-05-011.77%
-Lightning A Unfunded1.45%
-Hotwire Funding Llc1.36%
-Madison Park Funding Ltd1.30%
Top 10 Concentration: 14.05%Report Date: Nov 30, 2025
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Dividend Summary

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Dividend Yield (Current)
8.71%
Frequency
Monthly
Latest Distribution
$0.12
Aug 14, 2026
12M Distributions
12 payments
Total: $1.42

Peer Comparison

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

GUG ETF Overview

GUG ETF (Guggenheim Active Allocation Fund) is managed by Guggenheim Investments with $546.8M in net assets. GUG expense ratio is 2.22%, holding 1262 positions across sectors including Financials, Industrials, Communication Services. Inception date: 2021-11-23.

GUG performance shows a YTD return of 1.95%. The 1-year return is 6.82%. GUG dividend yield stands at 8.71%, paid monthly.

GUG top holdings include Treasury Bill 0% Jan 22, 2026 (3.1%), Uniform Mbs 7 2054-05-01 (1.8%), Lightning A Unfunded (1.4%), Hotwire Funding Llc (1.4%), Madison Park Funding Ltd (1.3%). Go to all GUG holdings, GUG sectors, or GUG dividends.

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

1 Month
-0.50%
YTD
+1.95%
1 Year
+6.82%
3 Year
+9.08%

Top 10 Holdings (net long exposure of 98%)

#TickerNameSectorWeight
1B 0 01/22/26Treasury Bill 0% Jan 22, 2026Financials3.06%
2-Uniform Mbs 7 2054-05-01Other1.77%
3-Lightning A UnfundedOther1.45%
4-Hotwire Funding LlcOther1.36%
5-Madison Park Funding LtdOther1.30%
6DIRXXDreyfus Trsry Securities Cash MgmtUnknown1.16%
7-Obra Longevity 06/30/2039Other1.05%
8-Insured Lending 1 6.50%Other1.00%
9-Laseraway Intermediate Holdings Ii Llc, Term LoanOther0.99%
10DVA 4.625 06/01/30 1DAVITA INC 4.63% 01Jun2030Health Care0.91%