Aptus Deferred Income ETF
DEFR
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- Aptus Deferred Income ETF is an actively managed, U.S.-domiciled exchange-traded fund that seeks to exceed the performance of the Bloomberg U.S. Aggregate Bond Index by providing a tax-efficient fixed-income-oriented return stream. The fund invests principally through options, total return swaps, U.S. Treasury bills and box spreads, rather than relying primarily on traditional bond investments; it uses a derivatives-based strategy intended to produce bond-like risk exposure, manage interest-rate sensitivity, pursue alternative spread exposure and defer taxable distributions for taxable investors. Aptus Deferred Income ETF targets individual and institutional investors seeking fixed-income allocation, income-oriented portfolio exposure and potential after-tax return efficiency. The fund is advised by Aptus Capital Advisors, LLC and distributed by Quasar Distributors, LLC; its shares trade on Cboe under the ticker DEFR. The fund was launched on May 13, 2025, carries a 0.79% expense ratio and is based in the United States through its adviser and fund structure. Recent strategic developments include the May 2025 launch of DEFR as an expansion of Aptus Capital Advisors’ active, options-based ETF lineup; the fund continues to position its investment approach around options, swaps, Treasury bills and box spreads as an alternative to conventional fixed-income portfolio construction, with current portfolio holdings including Treasury bills, equity and Treasury ETF options, and total return swaps.