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Launched

AdvisorShares Insider Advantage ETF

SURENYSE ArcaAdvisorSharesC

$155.12−1.38 (−0.88%)

As of Nov 10, 2026, 11:25 AM ET

C46/ 100

Rank 71 of 125 in US Active Equity

C46/100Rank 71 of 125inUS Active Equity
Intraday session: down, 21 prints from 156.50 to 155.12. Range 155.12 to 156.50. Use the arrow keys to read each point.155.50155.75156.00156.2510 AM12 PM2 PM4 PM
Expense ratio
0.90%*
Fund size
$58M
1Y total return
+29.2%
Yield · Last 12 months
0.82%
Holdings
101
Avg volume · 30D
606 sh
52W range
low $119.19high $158.90
Launched

*After a fee waiver that ends Nov 1, 2027. Without it: 0.98%.

The ETF.net SURE Grade

C

Score 46 out of 100

Category
US Active Equity⁠
Rank
71 of 125
Six-pillar profile for SURE. Scores out of 100: Cost 23, Risk 67, Mission 78, Tradability 36, Holdings 89, Durability 67. Strongest: Holdings (89). Weakest: Cost (23). Leans toward Holdings.

Score 46 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    F23 out of 100
    Rank 95 of 125

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    A78 out of 100
    Rank 18 of 49

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    B67 out of 100
    Rank 24 of 125

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    D36 out of 100
    Rank 88 of 125

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    A89 out of 100
    Rank 2 of 123

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    B67 out of 100
    Rank 39 of 125

Our read on SURE

ETF.net Research

In short

CAn actively managed, roughly 100-stock US portfolio that weights every holding the same and screens for profitability. A 2011-vintage boutique in a corner of the market now ruled by ultra-cheap quant giants.

Stated mandate

The Fund seeks long-term capital appreciation.

Why people hold it

  • Equal weight across about 100 US names, so no single mega-cap dominates the portfolio, with profitability built into the selection screen rather than bolted on afterward.
  • Live since 2011, which means the strategy has run through real market cycles rather than arriving as a fresh backtest.
  • The stock book is the strongest part of the package: a diversified, all-US equity sleeve under a plain 1940 Act fund wrapper with a single mandate, long-term capital appreciation.

Worth knowing

  • Cost is the trade-off: 1.00% a year against a 0.65% median for active US equity funds, while systematic rivals like DFAU (0.12%) and AVLC (0.15%) charge a sliver of that.
  • Thinly traded for its category, so limit orders matter and spreads can widen when markets get jumpy.
  • Distributions land once or twice a year, not monthly. The mandate is capital appreciation, not an income stream.

SURE Performance

Launched Oct 4, 2011

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

SURE$12,918
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,339
Nov 7, 2025 to Nov 9, 2026. SURE $12,918. SPY $11,339. Use the arrow keys to read each point.$10,000$11,000$12,000$13,000Nov 2025May 2026Nov 2026

Nov 7, 2025 – Nov 9, 2026

Returns run to the Nov 9, 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 SURE. Periods over one year show the average yearly return.
PeriodSURE
Year to date+22.8%
1 month+5.4%
3 months+3.2%
1 year+29.2%
3 yearsper year+19.7%
5 yearsper year+10.5%
10 yearsper year+11.2%

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 SURE
YearReturn barSURE
2026 YTD+22.8%
2025+10.6%
2024+12.2%
2023+23.3%
2022−11.3%
2021+23.9%
2020+8.8%

SURE in the news

SURE 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 Nov 9, 2026.
0.82%Last 12 months
Payout per share
$1.29Last 12 months
Last payment
$1.29 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Annual

Distribution history

2017–2026

One bar per payment. 9 payments from 2017 to 2026 YTD. Dec 27, 2017 $0.47; Dec 27, 2018 $0.74; Dec 27, 2019 $0.82; Dec 24, 2020 $1.02; Dec 23, 2021 $1.06; Dec 23, 2022 $1.48; Dec 26, 2023 $1.16; Dec 23, 2024 $0.79; Dec 22, 2025 $1.29. Use the arrow keys to read each point.2017201820192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Dec 22, 2025Dec 29, 2025$1.29
Dec 23, 2024Dec 30, 2024$0.79
Dec 26, 2023Dec 29, 2023$1.16
Dec 23, 2022Dec 30, 2022$1.48
Dec 23, 2021Dec 31, 2021$1.06
Dec 24, 2020Dec 31, 2020$1.02
Dec 27, 2019Dec 31, 2019$0.82
Dec 27, 2018Dec 31, 2018$0.74
Dec 27, 2017Dec 29, 2017$0.47
Dec 23, 2016No data$0.73
Dec 24, 2015No data$0.42
Dec 24, 2014No data$0.34

— Pay date not on file.

See all 15 payments⁠

$10,000 in SURE 10 years ago paid $1,545 in dividends.⁠

SURE Risk

Risk pillarB67 out of 100Rank 24 of 125 in US Active Equity
How much the fund’s monthly returns vary, scaled to a year.
13.9%
Annualised · 36 months to Oct 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.
1.09
vs 3-month T-bills · to Oct 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.
−23.7%
Trough Sep 2022
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.
0.92
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.

FMP measures it over up to five years of monthly returns.

SURE Cost

Compare SURE and TACU

Overpaying vs TACU, cheapest in US Active Equity

$17,040

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • SURE 0.90%

    $17,040

  • TACU 0.00% Cheapest

    $0

$10,000
30 years

Cost over time

  • SURE 0.90%
  • TACU 0.00%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530SURE $17,040TACU $0

Year by year

YearSURETACUOverpaying
10$1,593$0$1,593
20$6,015$0$6,015
30$17,040$0$17,040
How the 0.90% is worked out

Full fee 0.98%− waiver 0.08%= you pay 0.90%

The waiver ends Nov 1, 2027. After that the fee is 0.98% unless AdvisorShares renews it. Source: prospectus, Oct 2026.

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