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RILA

GradeCNew York Stock Exchange Arca

Indexperts Gorilla Aggressive Growth ETF

Active Equity · Indexperts · Inception 2024-12-31

$12.23−0.01 (−0.05%)

As of Sep 23, 2026, 3:03 PM EDT

History starts Jan 2, 2025.
Intraday session: down, 60 prints from 12.24 to 12.23. Range 12.19 to 12.25. Use the arrow keys to read each point.$12.18$12.20$12.22$12.2410 AM12 PM2 PM4 PM
Expense ratio
0.50%
Fund size
$44M
1Y return
+2.3%
Yield · Last 12 months
0.10%
Holdings
169
Volume · 30D
0M sh
NAV per share
$12.20
52W range
low $10.06high $12.64

The ETF.net RILA Grade

C

50/ 100

Rank 40 of 90 in US Active Growth

Confidence Medium

Six-pillar profile for RILA. Scores out of 100: Cost 65, Risk 39, Mission 75, Tradability 14, Holdings 87, Durability 39. Strongest: Holdings (87). Weakest: Tradability (14). Leans toward Holdings.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 50 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.
    BScore 65
    Category rank37/90 · top 41%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    AScore 75
    Category rank8/27 · top 30%
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    DScore 39
    Category rank58/79 · mid-pack
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    FScore 14
    Category rank81/90 · bottom quartile
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    AScore 87
    Category rank5/89 · top 6%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    DScore 39
    Category rank67/90 · mid-pack

Graded as of Sep 22, 2026

Our read on RILA

ETF.net Research

CA 2025-vintage stock picker's fund: actively managed, with at least 80% of assets in US common stocks the adviser thinks can grow. It undercuts the typical fee in its active-growth peer group, and it is still small and thinly traded.

Stated mandate

The Fund seeks long-term capital appreciation and is actively managed. It normally invests at least 80% of its assets in common stocks that the adviser believes have growth potential.

Why people hold it

  1. 01Costs 0.50% a year, a touch under the median for actively managed US growth ETFs. Human stock picking without a premium price tag.
  2. 02Does what the prospectus says: normally at least 80% in US common stocks chosen for growth potential, with the portfolio matching the stated mandate closely.
  3. 03The stock-level book is one of its stronger features, and the fund lands in the upper half of its active US growth peer group.
  4. 04Pays out quarterly, a standard cadence for an equity fund whose main job is capital appreciation rather than income.

Worth knowing

  1. 01Small asset base and thin trading. That usually means wider bid-ask spreads than a mega-fund, which matters most on large or hurried orders.
  2. 02Launched in 2025, so the record is short and the risk read rests on limited history rather than a full market cycle.
  3. 03Highly rated rivals in the same lane cost far less: JUSA at 0.12% and FELG at 0.18%. Active conviction here is priced above the index-plus alternatives.

RILA Holdings

As of Sep 20, 2026, 9:06 AM
Asset class
Stocks
Holdings
169
Top-10 weight
38%
Largest holding
NVDA5.2%

Geography

  • United States96.45%
  • United Kingdom1.12%
  • Sweden1.11%
  • Ireland0.81%
  • Cayman Islands0.15%
  • Australia0.12%
  • Israel0.10%
  • Switzerland0.07%
  • Other countries (1)0.06%
The fund’s holdings, weight-ordered — page 1 of 12.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001NVDANVIDIA Corporation5.23%10,281$2M828
002AVGOBroadcom Inc.4.67%5,703$2M732
003PANWPalo Alto Networks, Inc.4.62%5,554$2M486
004LLYEli Lilly and Company4.21%1,596$2M569
005AMZNAMZN3.61%6,219$2M720
006APHAMPHENOL CL A ORD3.55%19,984$2M441
007TSLATSLA3.36%4,025$1M509
008PLTRPalantir Technologies Inc. Class A3.13%7,688$1M503
009KLACKLA Corporation2.75%6,786$1M506
010ANETArista Networks, Inc.2.61%5,711$1M490
011CRWDCrowdStrike Holdings, Inc. Class A2.41%4,428$1M454
012ORCLORACLE ORD2.17%6,424$948K448
013IBMInternational Business Machines Corporation2.04%3,873$889K430
014COSTCostco Wholesale Corporation1.99%973$871K465
015GEVGEV1.99%924$869K473

Showing 1–15 of 170 holdings

RILA Performance

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

RILA$10,229
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. RILA $10,229. SPY $11,723. Use the arrow keys to read each point.$8,155$10,092$12,029Sep 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 RILA. Periods over one year show the average yearly return.
PeriodRILA
Year to date+6.0%
1 month−0.2%
3 months+3.2%
1 year+2.3%
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 RILA
YearReturn barRILA
2026 YTD+6.0%
2025+15.5%

History from Jan 2, 2025

RILA in the news

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

RILA 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.
0.10%Last 12 months
Payout per share
$0.01Last 12 months
Last payment
$0.002 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2025–2026

One bar per payment. 5 payments from 2025 to 2026 YTD. Mar 28, 2025 $0.003; Jun 27, 2025 $0.002; Dec 30, 2025 $0.0038; Mar 30, 2026 $0.007; Jun 29, 2026 $0.002. Use the arrow keys to read each point.20252026YTD
Ex-datePay dateAmount per share
Jun 29, 2026Jun 30, 2026$0.002
Mar 30, 2026Mar 31, 2026$0.007
Dec 30, 2025Dec 31, 2025$0.0038
Jun 27, 2025Jun 30, 2025$0.002
Mar 28, 2025Mar 31, 2025$0.003

RILA Risk

How much the fund’s monthly returns vary, scaled to a year.
15.7%
Annualised · 19 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.
0.48
vs 3-month T-bills · 19 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.
−20.0%
20 months · trough Apr 2025
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.
1.00
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.

RILA Cost

Expense ratio0.50%
  • The middle half of US Active Growth funds
  • Median 0.56%

29 of the 89 US Active Growth funds charge less.

RILA costs $50.00 a year on $10,000. The median US Active Growth fund costs $56.00.