For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
ETFs
US-listed funds grouped by strategy. Each category below explains what these funds do and why they belong in an alpha stacking portfolio.
Return Stacked — 2×
Funds that hold roughly 1× equity and 1× an alternative sleeve (managed futures, macro, commodities) on the same dollar, using futures or swaps.
MATE — Man Active Trend Enhanced ETF
100% S&P 500 beta stacked with 100% trend-following managed futures.
RSST — Return Stacked U.S. Stocks & Managed Futures ETF
For each $1 invested, ~$1 large-cap U.S. equity and ~$1 systematic managed futures (trend) exposure.
RSIT — Return Stacked International Stocks & Managed Futures ETF
For each $1 invested, ~$1 large-cap international equity and ~$1 systematic managed futures (trend) exposure.
CTAP — Simplify US Equity PLUS Managed Futures Strategy ETF
100% U.S. large-cap equity plus 100% systematic managed futures in one return-stacked wrapper.
RSSY — Return Stacked U.S. Stocks & Futures Yield ETF
Large-cap U.S. equity stacked with a systematic futures yield (carry) sleeve.
RSSB — Return Stacked® Global Stocks & Bonds ETF
Global equities stacked with a Treasury bond sleeve in one capital-efficient wrapper.
RSBT — Return Stacked Bonds & Managed Futures ETF
For each $1 invested, ~$1 broad U.S. bond exposure and ~$1 systematic managed futures trend exposure.
Return Stacked — Lower Leverage
Similar to the 2× category but with a smaller alternative overlay relative to the equity sleeve — total notional is between 1× and 2×.
NTSD — WisdomTree Efficient U.S. Plus International Equity Fund
Capital-efficient 90/60 sleeve: U.S. large-cap equities plus developed international equity index futures.
GDE — WisdomTree Efficient Gold Plus Equity Strategy Fund
Capital-efficient sleeve: large-cap U.S. equities with a layered gold futures overlay (~90/90 notional).
GDMN — WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
Stacks gold miners equity with a leveraged gold-futures sleeve for a concentrated precious-metals expression.
WDIG — WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
Pairs rare earth and strategic metals miners equity with a base-metals futures overlay for critical-minerals exposure.
GDT — WisdomTree Efficient TIPS Plus Gold Fund
Inflation-linked Treasuries with a gold futures overlay in a lower-leverage efficient structure.
NTSX — WisdomTree U.S. Efficient Core Fund
90/60 structure: U.S. equity core plus Treasury futures overlay.
NTSI — WisdomTree International Efficient Core Fund
90/60 structure: developed ex-U.S. equity core plus Treasury futures overlay.
NTSE — WisdomTree Emerging Markets Efficient Core Fund
90/60 structure: emerging-markets equity core plus Treasury futures overlay.
HOLD — Harbor Alpha Layering ETF
Large-cap U.S. equity layered with a trend-following managed-futures sleeve.
Premia and systematic alternatives
Rules-based funds that harvest persistent return factors — value, carry, momentum, quality — across many markets simultaneously.
FOXY — Simplify Currency Strategy ETF
Simplify: systematic EM carry trade and G10 mean-reversion strategy, implemented via currency forwards and futures.
FLSP — Franklin Systematic Style Premia ETF
Active style premia and multi-asset long/short sleeves targeting absolute return.
IALT — iShares Systematic Alternatives Active ETF
BlackRock iShares actively managed multi-strategy systematic alternatives.
CAOS — Alpha Architect Tail Risk ETF
S&P 500 option structures designed as a tail-risk / convexity sleeve alongside equity beta.
ATTR — Arin Tactical Tail Risk ETF
Actively managed U.S. large-cap exposure with tactical tail-risk options overlays aimed at drawdown mitigation.
Factor
Equity ETFs that tilt toward specific stock characteristics — momentum, value, quality, small-cap — that have historically outperformed the broad market over long periods.
SPMO — Invesco S&P 500 Momentum ETF
Tracks the S&P 500 Momentum Index—large-cap U.S. names with stronger risk-adjusted momentum scores.
VFLO — VictoryShares Free Cash Flow ETF
Large-cap U.S. cash-cows sleeve: rules-based free-cash-flow yield vs. a broad large/mid benchmark.
AVUV — Avantis U.S. Small Cap Value ETF
Actively managed U.S. small-cap value: profitability, value, and investment discipline vs. Russell 2000 Value.
SASS — M.D. Sass Concentrated Value ETF
Active, high-conviction U.S. large/mid value—roughly 20–25 names from Russell value universes, out-of-favor and misunderstood stories.
AVDV — Avantis International Small Cap Value ETF
Systematic international small-cap value with profitability screens.
COWZ — Pacer U.S. Cash Cows 100 ETF
Rules-based U.S. large-cap free-cash-flow yield factor sleeve.
PTF — Invesco Dorsey Wright Technology Momentum ETF
Technology sector momentum strategy using Dorsey Wright relative-strength rules.
Managed futures
Trend-following funds that go long or short across equities, bonds, currencies, and commodities based on which direction prices are moving.
CTA — Simplify Managed Futures Strategy ETF
Systematic futures sleeve (Altis models) across equities, rates, commodities, and FX—low equity correlation.
DBMF — iMGP DBi Managed Futures Strategy ETF
Seeks to replicate pre-fee managed-futures hedge fund exposures (SG CTA / factor approach) in an ETF wrapper.
KMLM — KraneShares Mount Lucas Managed Futures Index Strategy ETF
Rules-based trend following on the KFA MLM Index—commodity, currency, and global bond futures.
Long/short
Funds that hold long positions in stocks they expect to outperform and short positions in stocks they expect to underperform.
CLSE — Convergence Long/Short Equity ETF
Actively managed long/short U.S. equity (Convergence Investment Partners).
ORR — Militia Long/Short Equity ETF
Higher-turnover fundamental long/short global equity (Militia Investments).
VAMO — Cambria Value and Momentum ETF
Cambria's quantitative value and momentum U.S. equity fund with systematic tactical hedging via S&P 500 futures (Cambria Investment Management).
MEMA — Man Active Emerging Markets Alternative ETF
Actively managed emerging-markets long/short equity sleeve using systematic signals plus portfolio-manager discretion.
WTLS — WisdomTree Efficient Long/Short U.S. Equity Fund
Capital-efficient 90% U.S. large-cap equity paired with a 90% ML-driven long/short overlay in one wrapper (WisdomTree / AlphaBeta).
Global macro
Funds that take positions across currencies, interest rates, equities, and commodities based on macroeconomic themes and environment analysis.
ASGM — Virtus AlphaSimplex Global Macro ETF
Systematic global macro: equity sleeves plus futures across rates, currencies, and commodities.
HFGM — Unlimited HFGM Global Macro ETF
Active global macro sleeve targeting hedge-fund-sector return dynamics with ETFs and futures.
HARD — Simplify Commodities Strategy No K-1 ETF
Systematic long/short hard-assets and commodity futures strategy in an ETF wrapper.
Arbitrage
Merger arbitrage funds buy companies that have announced acquisition deals and short the acquirer, capturing the spread between the current stock price and the deal price. Returns are driven by deal completion rates and timelines, with low correlation to broad equity moves.
Leveraged equity ETFs
Daily-resetting funds that deliver 2× or 3× the daily return of a broad equity index. They amplify both gains and losses, and volatility drag means long-term returns don't simply scale with the multiple.
SSO — ProShares Ultra S&P500
2x daily S&P 500 exposure via derivatives and daily reset leverage.
UPRO — ProShares UltraPro S&P500
3x daily S&P 500 exposure designed for tactical high-beta positioning.
QLD — ProShares Ultra QQQ
2x daily Nasdaq-100 exposure with daily reset leverage.
TQQQ — ProShares UltraPro QQQ
3x daily Nasdaq-100 leverage for tactical growth-beta expression.
Fixed income
ETFs that invest in bonds, structured credit, and floating-rate instruments. Includes AAA CLO funds, investment-grade credit, and bond strategies used as collateral or yield sleeves in portfolio construction.
JAAA — Janus Henderson AAA CLO ETF
Actively managed AAA-rated CLO tranche fund: floating-rate senior structured credit with near-zero duration and equity correlation.
CLOA — iShares AAA CLO Active ETF
BlackRock iShares actively managed fund investing in USD-denominated AAA-rated CLO tranches for floating-rate structured credit income.
Return Stacked - Crypto
ETFs providing exposure to bitcoin, ethereum, or a basket of digital assets.
BEGS — Rareview 2x Bull Cryptocurrency & Precious Metals ETF
Leveraged long exposure to a blended crypto and precious-metals sleeve (Rareview).
BTGD — STKd 100% Bitcoin & 100% Gold ETF
Stacked ~100% bitcoin and ~100% gold exposure via futures and ETPs (Quantify STKd).
OOQB — One+One™ Nasdaq-100® and Bitcoin ETF
Volatility Shares: ~100% Nasdaq-100 and ~100% bitcoin futures exposure in one capital-efficient sleeve (listed as OOQB; often discussed as “QQQ + BTC”).
OOSB — One+One™ S&P 500® and Bitcoin ETF
Volatility Shares: ~100% S&P 500 and ~100% bitcoin futures, dual exposure similar to OOQB's structure.
RSSX — Return Stacked U.S. Stocks & Gold/Bitcoin ETF
Return Stacked® line: large-cap U.S. equity stacked with gold and bitcoin sleeves.
WTIB — USCF Oil Plus Bitcoin Strategy Fund
Actively managed crude oil and bitcoin futures/ETP exposure with roughly balanced notional sleeves.
SPBC — Simplify US Equity PLUS Bitcoin Strategy ETF
Simplify: 100% S&P 500 equity with a targeted ~10% spot bitcoin overlay via ETPs, rebalanced quarterly.