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AVGW

GradeBChicago Board Options Exchange

Roundhill Investments - AVGO WeeklyPay ETF

Leveraged · Single-Stock Leveraged · Roundhill Investments · Inception 2025-07-24

This fund multiplies its index's move each day and resets that multiple daily. Because daily returns compound, its long-run return can differ from the headline multiple.

$32.77−1.03 (−3.04%)

As of Sep 23, 2026, 3:06 PM EDT

History starts Jul 24, 2025.
Intraday session: down, 48 prints from 33.80 to 32.77. Range 32.65 to 33.44. Use the arrow keys to read each point.$32.60$33.00$33.20$33.4010 AM12 PM2 PM4 PM
Expense ratio
0.99%
Fund size
$50M
1Y return
+3.6%
Yield · Last 12 months
71.55%
Holdings
5
Volume · 30D
0M sh
NAV per share
$33.76
52W range
low $30.85high $60.81

The ETF.net AVGW Grade

B

65/ 100

Rank 2 of 6 in 2x Long Broadcom (AVGO)

Confidence Medium

Six-pillar profile for AVGW. Scores out of 100: Cost 57, Risk 76, Mission 96, Tradability 26, Holdings not scored, Durability 53. Strongest: Mission (96). Weakest: Tradability (26). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 65 of 100 sits in the B 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.
    BScore 57
    Category rank3/6 · top 50%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    AScore 96
    Category rank4/5 · bottom quartile
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    AScore 76
    Category rank1/5 · top 20%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    DScore 26
    Category rank5/6 · bottom quartile
  • 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.
    CScore 53
    Category rank3/6 · top 50%

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

Our read on AVGW

ETF.net Research

BEvery other leveraged Broadcom fund shouts 2x daily. AVGW takes the quieter route: 1.2 times the calendar-week move in AVGO, with a weekly payout written into the mandate itself.

Stated mandate

The Fund seeks to pay weekly distributions and deliver calendar-week returns, before fees and expenses, equal to 1.2 times the calendar-week total return of Broadcom Inc. common shares.

Why people hold it

  1. 01The mildest leverage on the AVGO shelf. It targets 1.2x the calendar-week move while the rest of the bull group (AVGG, AVL, AVGX, AVGU) runs 2x on a daily reset.roundhillinvestments.com
  2. 02The clock is weekly, not daily. Leverage resets on the calendar week, and paying distributions weekly is part of the stated objective, not a bonus feature.roundhillinvestments.com
  3. 030.99% a year undercuts most of the 2x AVGO crowd, though AVGG carries the lower fee in the group.
  4. 04It has stuck close to its stated weekly target since launch, one of the tighter implementations among the AVGO leveraged funds.

Worth knowing

  1. 011.2x works in both directions on a single stock. A rough week in Broadcom lands 20% harder here than owning the shares outright.
  2. 02Because leverage resets each calendar week, holding across many weeks can leave returns away from 1.2x Broadcom's over that stretch.
  3. 03A small, thinly traded fund, which can mean wider spreads at the point of trade. It launched in 2025, so the track record is short.

AVGW Holdings

As of Sep 20, 2026, 5:42 AM
Asset class
Stocks
Holdings
5
Top-10 weight
190%
Largest holding
11135F101 TRS 082627 NM99.9%

Sectors

The fund’s holdings, weight-ordered — page 1 of 1.
#TickerCompanyWeight %SharesMarket valueIn ETFs
00111135F101 TRS 082627 NMBROADCOM INC SWAP NM99.95%137,108$49M1
002912797UJ4United States Treasury Bill 10/08/202662.88%30,900,000$31M56
003AVGOBroadcom Inc19.95%27,421$10M732
004FGXXXFirst American Government Obligations Fund 12/01/20317.31%3,588,361$4M86

Showing 1–4 of 4 holdings

AVGW Performance

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

AVGW$10,357
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. AVGW $10,357. SPY $11,723. Use the arrow keys to read each point.$7,671$11,330$14,989Sep 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 AVGW. Periods over one year show the average yearly return.
PeriodAVGW
Year to date+2.8%
1 month−1.3%
3 months−9.0%
1 year+3.6%
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 AVGW
YearReturn barAVGW
2026 YTD+2.8%
2025+20.8%

Since listing, Jul 24, 2025

AVGW in the news

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

AVGW 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.
71.55%Last 12 months
Payout per share
$24.33Last 12 months
Last payment
$0.28 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 $0.60; Jan 12, 2026 $0.41; Jan 20, 2026 $0.41; Jan 26, 2026 $0.49; Feb 2, 2026 $0.21; Feb 9, 2026 $0.50; Feb 17, 2026 $0.45; Feb 23, 2026 $0.38; Mar 2, 2026 $0.47; Mar 9, 2026 $0.33; Mar 16, 2026 $0.49; Mar 23, 2026 $0.34; Mar 30, 2026 $0.29; Apr 6, 2026 $0.30; Apr 13, 2026 $0.44; Apr 20, 2026 $0.56; Apr 27, 2026 $0.59; May 4, 2026 $0.59; May 11, 2026 $0.44; May 18, 2026 $0.53; May 26, 2026 $0.45; Jun 1, 2026 $0.38; Jun 8, 2026 $0.70; Jun 15, 2026 $0.14; Jun 22, 2026 $0.38; Jun 29, 2026 $0.60; Jul 6, 2026 $0.16; Jul 13, 2026 $0.35; Jul 20, 2026 $0.57; Jul 27, 2026 $0.25; Aug 3, 2026 $0.45; Aug 10, 2026 $0.43; Aug 17, 2026 $0.54; Aug 24, 2026 $0.18; Aug 31, 2026 $0.20; Sep 8, 2026 $0.31; Sep 14, 2026 $0.21; Sep 21, 2026 $0.28. Use the arrow keys to read each point.2026YTD
Ex-datePay dateAmount per share
Sep 21, 2026Sep 22, 2026$0.28
Sep 14, 2026Sep 15, 2026$0.21
Sep 8, 2026Sep 9, 2026$0.31
Aug 31, 2026Sep 1, 2026$0.20
Aug 24, 2026Aug 25, 2026$0.18
Aug 17, 2026Aug 18, 2026$0.54
Aug 10, 2026Aug 11, 2026$0.43
Aug 3, 2026Aug 4, 2026$0.45
Jul 27, 2026Jul 28, 2026$0.25
Jul 20, 2026Jul 21, 2026$0.57
Jul 13, 2026Jul 14, 2026$0.35
Jul 6, 2026Jul 7, 2026$0.16

AVGW Risk

This fund targets a multiple of the daily move of its index and resets daily. Hold it longer than one reset and compounding makes the return diverge from that target. In choppy markets it can lose value even when the index ends flat.

How much the fund’s monthly returns vary, scaled to a year.
54.9%
Annualised · 13 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.
0.53
vs 3-month T-bills · 13 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.
−35.8%
13 months · trough Sep 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.
3.17
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.

AVGW Cost

Expense ratio0.99%
  • The middle half of 2x Long Broadcom (AVGO) funds
  • Median 1.00%

2 of the 6 2x Long Broadcom (AVGO) funds charge less.

AVGW costs $99.00 a year on $10,000. The median 2x Long Broadcom (AVGO) fund costs $100.00.