evenfolio
TrueSharesDefined OutcomeONEZ · Cboe BZX

TrueShares Seasonality Laddered Buffered ETF (ONEZ)

Price
$27.98
11 Sept 2026
Assets
$346.9M
Total net assets
Expense ratio
0.96%
Category 0.76%
Yield
3.67%
Trailing distributions
3Y CAGR
Category 12.7%
5Y CAGR
Category 8.8%
Loading NAV history…
TrueShares Seasonality Laddered Buffered ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.8%+1.8%+10.4%+7.8%+10.6%+10.2%
Defined Outcome average0.0%2.2%8.0%7.3%10.2%12.7%8.8%9.0%
Difference-0.8%-0.4%+2.3%+0.4%+0.4%+1.2%

Holdings

The 10 largest positions make up 77.3% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
FEBZTrueShares Structured OutcomeFebruaryETF8.07%
JULZTrueshares Structured Outcome July ETF7.99%
NOVZTrueShares Structured Outcome Nov ETF7.90%
AUGZTrueShares Structured Outcome August ETF7.82%
MARZTrueShares Structured Outcome March ETF7.73%
MAYZTrueShares Structured Outcome May ETF7.65%
JUNZTrueShares Structured Outcome June ETF7.64%
APRZTrueShares Structured Outcome April ETF7.57%
JANZTrueShares Structured Outcome JanuaryETF7.50%
DECZTrueShares Structured Outcome Dec ETF7.41%

Sector allocation

Share of the equity the fund holds.

37.9%Technology11 sectors
  1. Technology37.9%
  2. Financial services12.3%
  3. Communication services9.6%
  4. Health care9.2%
  5. Consumer discretionary9.1%
  6. Industrials8.2%
  7. Consumer staples4.7%
  8. Energy3.4%
  9. Utilities2.2%
  10. Real estate1.9%
  11. Materials1.7%

Asset mix

  • Bonds62.8%
  • Cash37.3%

Credit quality

Share of the bonds by rating.

  • US government91.2%

ETF details

Issuer
TrueShares
Category
Alternatives · Defined Outcome
Ticker
ONEZ
Exchange
Cboe BZX
Inception
24 Jan 2025 (1.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.96% (category 0.76%)
Holdings turnover
136% (category 4%)
Distribution yield
3.67%
Beta, 3 years
0.00
Total net assets
$346.9M
Average maturity
9.76 years

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other defined outcome ETFs

Other ETFs in the Defined Outcome category.

Search

Search funds, pages and tools