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Summit Global Investments

6 active ETFs · $871.1M in assets · average expense ratio 0.90% · first fund Mar 30, 2023.

Active ETFs (4)International (2)Global (2)Inverse (2)Preferred Stocks (2)Developed Markets (1)Technology (1)Emerging Markets (1)Financials (1)U.S. Large Cap (1)

Newest Funds

ETF Price Today ListedExpenseAUM
LDRX SGI Enhanced Market Leaders ETF 36.38 -0.05% May 04, 20250.50% $200.6M
QXQ SGI Enhanced Nasdaq 100 ETF 31.61 +0.16% May 28, 20240.98% $49.9M
USDX SGI Enhanced Core ETF 25.54 +0.12% Feb 28, 20241.05% $364.5M
GINX SGI Enhanced Global Income ETF 37.08 -0.05% Feb 06, 20240.99% $81.4M
SGLC SGI U.S. Large Cap Core ETF 45.52 -0.13% Mar 31, 20230.85% $105.8M

Complete Fund List

# ETF Price Today ExpenseYield (TTM)YTD1Y
1 USDX SGI Enhanced Core ETF 25.54 +0.12% 1.05%6.67% -0.43% -0.93%
2 LDRX SGI Enhanced Market Leaders ETF 36.38 -0.05% 0.50%1.08% +10.84% +19.79%
3 SGLC SGI U.S. Large Cap Core ETF 45.52 -0.13% 0.85%0.20% +18.76% +28.11%
4 GINX SGI Enhanced Global Income ETF 37.08 -0.05% 0.99%1.98% +18.88% +26.71%
5 DYTA SGI Dynamic Tactical ETF 31.80 +0.13% 1.04%1.51% +8.77% +11.87%
6 QXQ SGI Enhanced Nasdaq 100 ETF 31.61 +0.16% 0.98%15.51% +15.01% +7.17%

Market data delayed approximately 15–20 minutes unless otherwise indicated.

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)International BondsGovernment BondsTreasury BondsCorporate BondsHigh Yield BondsMunicipal BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareMaterialsIndustrialsClean EnergyInfrastructure

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsInverseLeveraged

Style & Size

GrowthU.S. Large CapValueU.S. Small CapU.S. Mid CapTotal Market