XXX yields 0.07% · NOBL yields 2.14%● Live data
📍 NOBL pulled ahead of the other in Year 1
Combined, XXX + NOBL cover 0 of 12 months — good coverage
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What's the optimal mix of XXX + NOBL for your $10,000?
XXX blends two indices, splitting investments between traditional equities and XRP. Approximately 75% of the funds assets are invested in US large-cap stocks included in the S&P 500. The remaining 25% is held either directly through a Cayman Islands subsidiary or indirectly via XRP futures contracts and ETPs, with futures and ETP exposure generally capped at 10%. Direct XRP holdings are securely stored in cold storage. Futures contracts are typically rolled over during the last week of each month, though adjustments may be made based on prevailing market conditions. The fund rebalances monthly to maintain the 75/25 allocation, but the adviser may rebalance more frequently during periods of significant price volatility. The fund holds short-term US securities as collateral for its futures positions.
Full XXX Calculator →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
Full NOBL Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.