DEFR
+0.60 · +2.31%
$26.77 · BATS

Aptus Deferred Income ETF (DEFR) ETF Analysis | ETF

ETF · USA
AUM:$0
#– of – in ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

DEFR returned +0.0% over the past year, broadly in line with flat market conditions.

What is DEFR?

The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its objective by attempting to provide a tax-efficient return stream through investments in options, total return swaps, Treasury Bills and/or box spreads as opposed to traditional bond investments. The index is unmanaged and measures the investment grade, U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
DEFR returned 0.0% over the past year.
Broadly Diversified
Top 10 holdings represent just 0.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$0
Expense Ratio0.00%
Dividend Yield0.00%
Holdings1
Inception Date
Domicile
Distribution
Index
Provider
Beta
Category
CurrencyUSD
Portfolio Impact

How would DEFR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.6%
1Y
+2.4%
3Y
+6.6%
5Y
+6.6%
OpenBook InsightIf you had invested £10,000 in DEFR 5 years ago, it would have grown to £10,659 — a gain of £659.

Annual Returns

Calendar year performance

DEFR delivered positive returns in 1 of the last 2 calendar years.
YearDEFR
2026 YTD-0.3%
2025+6.9%
1/2 positive yearsAvg return: +3.3%Worst year: -0.3% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
4.1%
Low
Momentum
+0.3%
30-day change
Support Level
26.57
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.