Seeking to Unlock
the Benefits
of Diversification
Pre-Stacked Alternative ETFs
Capital Efficient Core ETFs
Equity Stacks
Futures Yield
RSSX
U.S. Stocks &
Gold/Bitcoin
For every $1 invested, RSSX is designed to provide $1 of large-cap U.S. equity exposure and $1 of a Gold/Bitcoin strategy.
Bond Stacks
Managed Futures
Merger Arbitrage
Capital Efficiency
Global Stocks &
Bonds
For every $1 invested, RSSB is designed to provide $1 of global equity exposure and $1 of exposure to U.S. Treasuries.
Alternative Stacks
BTGD
Gold &
Bitcoin
For every $1 invested, BTGD is designed to provide $1 of gold exposure and $1 of Bitcoin exposure.
For decades, sophisticated institutional investors have thoughtfully applied leverage to include diversifying alternative strategies without diluting their core stock and bond allocations. Today, professionally managed exchange-traded products allow investors to implement this concept.
Diversification does not assure a profit.
03 // BENEFITS
Why Return Stacked® ETFs?
Investors can introduce diversifying assets and strategies without sacrificing exposure to their traditional asset allocation.
By introducing additional sources of return, Return Stacking creates the potential for outperformance, which may be particularly attractive in an environment where expected returns for traditional assets may be muted.
By thoughtfully introducing differentiated return streams, investors may gain a diversification advantage with the potential to reduce portfolio volatility and drawdowns.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Return Stacked® ETFs. This and other important information about the ETFs is contained in their prospectuses, which can be obtained by calling 1-844-737-3001 or clicking here. The prospectuses should be read carefully before investing.
Investments involve risk. Principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Brokerage commissions may apply and would reduce returns.
Tidal Investments, LLC (“Tidal”) serves as investment adviser to the Funds and the Funds’ Subsidiary.
Newfound Research LLC (“Newfound”) serves as investment sub-adviser to the Funds.
ReSolve Asset Management SEZC (Cayman) (“ReSolve”) serves as futures trading advisor to the Return Stacked® Bonds & Managed Futures ETF, the Return Stacked® U.S. Stocks and Managed Futures ETF, the Return Stacked® U.S. Stocks & Futures Yield ETF, the Return Stacked® Bonds & Futures Yield ETF, and their respective Subsidiaries.
Quantify Chaos Advisors, LLC (“Quantify”) has entered into a brand licensing agreement with Newfound Research LLC (“Newfound”) and ReSolve Asset Management SEZC (Cayman) (“ReSolve”), granting the Quantify the right to use the “STKd” brand, a derivative of Return Stacked®. Neither the Trust nor the Adviser is a party to this agreement. In exchange for the branding rights, Quantify will pay Newfound and ReSolve a fee based on a percentage of the Fund’s unitary management fee.
The Return Stacked® ETF suite is distributed by Foreside Fund Services, LLC, Member FINRA/SIPC. Foreside is not related to Tidal, Newfound, or ReSolve.