Aptus Deferred Income ETF
Cboe: DEFR
Listed May 14, 2025
APTUS DEFERRED INCOME ETF
A Modern Approach to Tax-Efficient Fixed Income
DEFR is designed for investors seeking a smarter way to allocate to fixed income, one that maximizes tax efficiency, enhances risk-adjusted return potential, and adapts to evolving market conditions.
Instead of relying solely on traditional bonds, DEFR utilizes a sophisticated, tax-efficient strategy that combines fixed income exposure with options. This approach aims to generate a return stream with a similar risk profile as traditional bonds but with distinct advantages over conventional methods.
Why Consider DEFR?
- Optimized for Risk & Return: Targets higher returns while managing interest rate sensitivity compared to traditional bonds.
- Tax-Efficient Structure: Designed to minimize taxable distributions, improving after-tax returns.
- Alternative Spread Exposure: Dynamically adjusts its risk profile to align with changing market conditions.
- Built for Growth: Seeks to compound returns through a deferred gains structure, supporting long-term wealth accumulation.
DEFR is an actively managed ETF that challenges traditional fixed income strategies, providing a compelling solution for investors navigating todays uncertain interest rate environment with a more efficient and adaptive approach to income generation.
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About Aptus Capital Advisors
Aptus Capital Advisors is an SEC-registered Investment Advisor based in Fairhope, AL. Aptus serves as the investment advisor to a $4 billion suite of active ETFs designed to help advisors improve portfolio up/down capture, focusing on strategies designed to participate in the long-term compounding of the equity market while mitigating risk using the options market.