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AMZW

GradeCChicago Board Options Exchange

Roundhill Investments - AMZN WeeklyPay ETF

Single-stock strategy · Single-Stock Leveraged · Roundhill Investments · Inception 2025-06-18

This fund concentrates its exposure in one company, using derivatives rather than holding the shares directly. Its results depend on that single stock.

$34.52−0.97 (−2.73%)

As of Sep 23, 2026, 3:09 PM EDT

History starts Jun 18, 2025.
Intraday session: down, 49 prints from 35.49 to 34.52. Range 34.30 to 35.00. Use the arrow keys to read each point.$34.40$34.80$35.0010 AM12 PM2 PM4 PM
Expense ratio
0.99%
Fund size
$34M
1Y return
+8.7%
Yield · Last 12 months
43.29%
Holdings
4
Volume · 30D
0M sh
NAV per share
$35.44
52W range
low $32.37high $52.00

The ETF.net AMZW Grade

C

55/ 100

Rank 9 of 17 in Leveraged Single-Stock Income

Confidence High

Six-pillar profile for AMZW. Scores out of 100: Cost 48, Risk 60, Mission 67, Tradability 42, Holdings not scored, Durability 66. Strongest: Mission (67). Weakest: Tradability (42). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 55 of 100 sits in the C band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    CScore 48
    Category rank5/17 · top 29%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    BScore 67
    Category rank7/14 · top 50%
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 60
    Category rank8/17 · top 47%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    CScore 42
    Category rank12/17 · mid-pack
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    Not scored
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    BScore 66
    Category rank5/17 · top 29%

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

Our read on AMZW

ETF.net Research

CMost single-stock leveraged funds chase 2x or 3x of a daily move. AMZW takes the mildest dose in the aisle, about 1.2x Amazon's calendar-week total return, and cuts a distribution check every week.

Stated mandate

The Fund primarily seeks to pay weekly distributions and secondarily targets approximately 1.2 times Amazon’s calendar-week total return, before fees and expenses.

Why people hold it

  1. 01Leverage dialed way down: roughly 1.2x, versus the 2x and 3x that fill this cohort. Amazon's swings get amplified far less in both directions.roundhillinvestments.com
  2. 02The target is a calendar-week return, not a daily one, so the measuring stick resets on weeks instead of every session.roundhillinvestments.com
  3. 03Income is the stated first objective and the Amazon exposure the second, an unusual order in a category built purely for amplified price moves.
  4. 04At 0.99% a year it costs no more than the plain 2x Amazon fund (AMZU) and sits at the usual fee level for leveraged single-stock ETFs.roundhillinvestments.com

Worth knowing

  1. 01Weekly payouts can exceed income and gains, and the prospectus discloses that the excess is return of capital: some of the check is your own money coming back.roundhillinvestments.com
  2. 02Hold longer than a week and the resets compound. Multi-week results can drift from 1.2x Amazon's, and owning the fund is not the same as owning the stock.roundhillinvestments.com
  3. 03Small asset base and light trading versus the category's household names, which can mean wider bid-ask spreads at the moment you go to trade.

AMZW Holdings

As of Sep 20, 2026, 5:42 AM
Asset class
Stocks
Holdings
4
Top-10 weight
200%
Largest holding
023135106 TRS 081727 NM101.1%

Sectors

The fund’s holdings, weight-ordered — page 1 of 1.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001023135106 TRS 081727 NMAMAZON INC SWAP NM101.06%134,723$34M1
002912797UJ4United States Treasury Bill 10/08/202661.99%21,000,000$21M56
003AMZNAmazon.com Inc20.02%26,686$7M720
004FGXXXFirst American Government Obligations Fund 12/01/203117.02%5,757,676$6M86

Showing 1–4 of 4 holdings

AMZW Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

AMZW$10,872
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. AMZW $10,872. SPY $11,723. Use the arrow keys to read each point.$7,996$10,369$12,741Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for AMZW. Periods over one year show the average yearly return.
PeriodAMZW
Year to date+8.5%
1 month−2.0%
3 months+10.1%
1 year+8.7%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for AMZW
YearReturn barAMZW
2026 YTD+8.5%
2025+7.3%

Since listing, Jun 18, 2025

AMZW in the news

ETF.net Research hasn’t filed on AMZW yet — coverage lands here as it’s written.

AMZW Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
43.29%Last 12 months
Payout per share
$15.36Last 12 months
Last payment
$0.23 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Weekly

Distribution history

2026

One bar per payment. 38 payments in 2026 YTD. Jan 5, 2026 $0.35; Jan 12, 2026 $0.21; Jan 20, 2026 $0.38; Jan 26, 2026 $0.20; Feb 2, 2026 $0.28; Feb 9, 2026 $0.30; Feb 17, 2026 $0.08; Feb 23, 2026 $0.15; Mar 2, 2026 $0.34; Mar 9, 2026 $0.26; Mar 16, 2026 $0.30; Mar 23, 2026 $0.21; Mar 30, 2026 $0.23; Apr 6, 2026 $0.21; Apr 13, 2026 $0.33; Apr 20, 2026 $0.35; Apr 27, 2026 $0.36; May 4, 2026 $0.40; May 11, 2026 $0.31; May 18, 2026 $0.32; May 26, 2026 $0.21; Jun 1, 2026 $0.30; Jun 8, 2026 $0.33; Jun 15, 2026 $0.10; Jun 22, 2026 $0.20; Jun 29, 2026 $0.31; Jul 6, 2026 $0.18; Jul 13, 2026 $0.34; Jul 20, 2026 $0.29; Jul 27, 2026 $0.28; Aug 3, 2026 $0.13; Aug 10, 2026 $0.34; Aug 17, 2026 $0.29; Aug 24, 2026 $0.16; Aug 31, 2026 $0.22; Sep 8, 2026 $0.32; Sep 14, 2026 $0.20; Sep 21, 2026 $0.23. Use the arrow keys to read each point.2026YTD
Ex-datePay dateAmount per share
Sep 21, 2026Sep 22, 2026$0.23
Sep 14, 2026Sep 15, 2026$0.20
Sep 8, 2026Sep 9, 2026$0.32
Aug 31, 2026Sep 1, 2026$0.22
Aug 24, 2026Aug 25, 2026$0.16
Aug 17, 2026Aug 18, 2026$0.29
Aug 10, 2026Aug 11, 2026$0.34
Aug 3, 2026Aug 4, 2026$0.13
Jul 27, 2026Jul 28, 2026$0.28
Jul 20, 2026Jul 21, 2026$0.29
Jul 13, 2026Jul 14, 2026$0.34
Jul 6, 2026Jul 7, 2026$0.18

AMZW Risk

How much the fund’s monthly returns vary, scaled to a year.
43.8%
Annualised · 14 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.38
vs 3-month T-bills · 14 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−26.8%
15 months · trough Mar 2026
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
2.18
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

AMZW Cost

Expense ratio0.99%
  • The middle half of Leveraged Single-Stock Income funds
  • Median 0.99%

2 of the 17 Leveraged Single-Stock Income funds charge less.

AMZW costs $99.00 a year on $10,000. The median Leveraged Single-Stock Income fund costs $99.00.