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| Returns | 1D | 1M | 3M | YTD | 1Y | 3Y | 5Y | MAX |
|---|---|---|---|---|---|---|---|---|
| Total return | ▲ +0.8% | ▲ +2.8% | ▲ +1.3% | — | — | — | — | ▲ +11.2% |
| Peer average | ▲ +0.2% | ▼ −0.2% | ▼ −0.3% | ▲ +10.4% | ▲ +12.8% | ▲ +73.3% | ▲ +50.0% | — |
| S&P 500 · VOO | ▼ −0.4% | ▲ +0.9% | ▲ +3.3% | ▲ +13.8% | ▲ +13.3% | ▲ +88.8% | ▲ +81.9% | — |
RWIN completes the issuer's suite of actively managed global equity ETFs, all employing a multifactor investment strategy. This particular fund targets companies in developed markets, excluding those in the United States. While it has the flexibility to invest across the entire spectrum of market capitalizations, it primarily concentrates on large-cap stocks. Its investment approach is fundamentally quantitative and data-driven, utilizing vast datasets and advanced AI, including large language models, to pinpoint opportunities with promising risk-adjusted returns. The models are designed to give more weight to stocks with higher expected returns. This systematic method is supported by portfolio managers who can make adjustments to holdings based on current news, liquidity factors, or other qualitative assessments. The ETF may also opt not to invest in countries where transaction expenses would negate the advantages. Due to its proactive strategy, the fund may trade frequently to capitalize on new market opportunities and trends.
Distribution yield and SEC yield use different methodologies. Payouts may include income, capital gains, or return of capital.
| Ex-date | Pay date | Per share |
|---|---|---|
| 2026-09-29 | 2026-10-01 | $0.05 |
| 2026-06-29 | 2026-07-01 | $0.27 |
Estimated annual expense excludes trading costs and assumes constant assets. Fee waivers and fund costs can change.
Historical risk measures describe past behavior and do not predict future returns.
Hear the strategy from the people behind RWIN.