Fund info

Roundhill S&P 500 No Dividend Target ETF is an exchange-traded fund designed to provide investors with targeted exposure to the S&P 500 Index while specifically excluding dividend income from its return profile. This innovative ETF aims to serve investors seeking potential equity market appreciation without the variability and tax consequences associated with traditional dividend payouts. By focusing exclusively on the price return of S&P 500 companies, the fund allows participants to precisely manage their income streams and tax planning strategies, which may be particularly advantageous for those in higher tax brackets or with specific income requirements. The Roundhill S&P 500 No Dividend Target ETF plays a distinctive role in the financial market by offering a tailored solution for investors who want growth exposure to U.S. large-cap equities, but wish to defer or minimize taxable income derived from dividends. Its unique construction may appeal to individuals, trusts, or institutions seeking customization of their equity exposure in alignment with broader portfolio objectives and after-tax outcomes.