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Summit Global Investments

6 active ETFs · $1.07B in assets · average expense ratio 0.96% · first fund Mar 30, 2023.

Active ETFs (3)International (2)Financials (2)Inverse (2)Global (1)Developed Markets (1)U.S. Large Cap (1)Preferred Stocks (1)Emerging Markets (1)Technology (1)

Newest Funds

ETF Price Today ListedExpenseAUM
LDRX SGI Enhanced Market Leaders ETF 36.36 -0.49% May 05, 20250.59% $254.2M
QXQ SGI Enhanced Nasdaq 100 ETF 31.34 -0.92% Jun 14, 20240.98% $81.7M
USDX SGI Enhanced Core ETF 25.59 +0.08% Feb 29, 20241.02% $305.2M
GINX SGI Enhanced Global Income ETF 36.60 -0.22% Feb 29, 20241.02% $107.2M
SGLC SGI U.S. Large Cap Core ETF 44.78 -0.68% Mar 31, 20230.85% $214.2M

Complete Fund List

# ETF Price Today ExpenseYield (TTM)YTD1Y
1 USDX SGI Enhanced Core ETF 25.59 +0.08% 1.02%6.49% -0.20% -0.74%
2 LDRX SGI Enhanced Market Leaders ETF 36.36 -0.49% 0.59%1.08% +11.06% +15.59%
3 SGLC SGI U.S. Large Cap Core ETF 44.78 -0.68% 0.85%0.20% +17.43% +23.95%
4 DYTA SGI Dynamic Tactical ETF 31.33 -0.29% 1.32%1.52% +7.64% +9.17%
5 GINX SGI Enhanced Global Income ETF 36.60 -0.22% 1.02%2.01% +17.37% +23.87%
6 QXQ SGI Enhanced Nasdaq 100 ETF 31.34 -0.92% 0.98%15.52% +14.91% +3.94%

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

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)Government BondsTreasury BondsCorporate BondsHigh Yield BondsMunicipal BondsInternational BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareIndustrialsMaterialsInfrastructureClean Energy

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsLeveragedInverse

Style & Size

U.S. Large CapGrowthValueU.S. Small CapU.S. Mid CapTotal Market