Aptus Deferred Income ETF

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About DEFR

DEFR aims to exceed a major US bond index by employing a tax-efficient strategy using options and swaps instead of traditional bonds. The fund aims to maintain a comparable risk profile to the index to enhance total return. 

Category
Intermediate Core-Plus Bond
CategoryIntermediate Core-Plus Bond
Number of holdings
14
Number of holdings14
Inception Date
May 13, 2025
Inception DateMay 13, 2025

What's in this fund

Sectors

As of March 10, 2026
Government Bonds94.20%
Cash and Equivalents5.80%

Top 10 Holdings (237.05% of total assets)

As of March 10, 2026
NameSymbol% Assets
Option On Invesco Qqq Trust Mar2693.68%
Option On Invesco Qqq Trust Mar2689.54%
RCXTSOA7 TRS 05143039.32%
RCXTSOA7 TRS 0625276.34%
United States Treasury Bills 0%5.19%
4Ief 03/20/2026 96.5 C1.47%
4Ief 03/20/2026 96.5 P1.17%
First American Treasury Obligs X0.15%
Tip 03/20/2026 111.71 C0.10%
Tip 03/20/2026 111.71 P0.09%

DEFR Key Statistics

AUM
110.08M
AUM110.08M
Price-Earnings ratio
Price-Earnings ratio
30-Day yield
-0.57
30-Day yield-0.57
Average volume
15.35K
Average volume15.35K
High today
$26.82
High today$26.82
Low today
$26.69
Low today$26.69
Open price
$26.82
Open price$26.82
Volume
41.19K
Volume41.19K
52 Week high
$27.34
52 Week high$27.34
52 Week low
$24.85
52 Week low$24.85
Expense ratio
0.79
Expense ratio0.79

Stock Snapshot

Aptus Deferred Income ETF(DEFR) stock is priced at $26.74, giving the company a market capitalization of 110.3M.

On 2026-03-14, Aptus Deferred Income ETF(DEFR) stock traded between a low of $26.69 and a high of $26.82. Shares are currently priced at $26.74, which is +0.2% above the low and -0.3% below the high.

The Aptus Deferred Income ETF(DEFR)'s current trading volume is 41.19K, compared to an average daily volume of 15.35K.

In the last year, Aptus Deferred Income ETF(DEFR) shares hit a 52-week high of $27.34 and a 52-week low of $24.85.

In the last year, Aptus Deferred Income ETF(DEFR) shares hit a 52-week high of $27.34 and a 52-week low of $24.85.

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.