New
Trackinsight Enterprise, a unified platform for institutional ETF research, analytics, and compliance, is now live. Explore Trackinsight Enterprise →
Help us improve your experience. Please confirm your investor type:
Compare ETFs Easily
The Ultimate ETF Comparison Tool - Try Now!
Analyze up to 5 ETFs side-by-side and gain instant insights on performance, fees, holdings, and more to make data-driven investment decisions.
LEAD ETF · Evolve Future Leadership Fund ETF
The LEAD Exchange Traded Fund (ETF) is provided by Evolve ETFs. This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
Last update Today at 1:30 PM UTC
LIVE
CLOSED
This fund is part ofStructured Products1M perf.-2.91%
Last price
$19.65
1M perf.
+1.00%
1M flows
-€1.2M
AuM
€8.2M
E/R
0.97%
Rating
Not rated
ESG Consensus®
LEAD
$19.65
Performance & flows
Segment for quartile rank
December 12, 2025 → March 12, 2026
Create a free account to view the flows graph
LEAD
$19.72
-11.61%
Structured Products
+2.09%
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +1.00%  | -11.61%  | +3.28% | +62.75%  | +21.96%  | -0.18% | -10.89% | -10.89% | |
| Flows |
Key fund info
Segment for quartile rank
This ETF's jurisdiction country is not in your region (Europe and Middle East) ·
Main characteristics
More details
NAV
3/12/2026
$19.72
1D NAV change
-1.55%
Dividend policy
No. of holdings
30
Inception date
9/14/2020
Jurisdiction
Canada
Distribution
Canada
Legal structure
Open-end Fund
Base currency
CAD
Dividend distribution
Trailing 12-month distr. yield
Distribution frequency
Last distribution
Create a free account to view dividend distribution
Classification
Investment strategy
LEAD seeks to provide holders of Units with long-term capital appreciation by investing primarily in a diversified mix of equity securities of companies located domestically or internationally that the Manager has determined are leaders in sectors that stand to benefit from medium and long term economic trends. The Manager will use a selection process that combines quantitative techniques, fundamental analysis and risk management. The Manager will also write covered call options on up to 33% of the portfolio securities, at its discretion. The level of covered call option writing may vary based on market volatility and other factors.
Tax optimisation
PEA
France
UK Reporting Status
United Kingdom
Create a free Trackinsight Essentials account to unlock insights
Access exclusive metrics and features to support your investment decisions.
Built for professionals: access exclusive fund metrics and selection tools in Trackinsight Enterprise.
Enterprise Fund page features include:
Legal documents
Powerful buy-list integration
Fund data exports
Advanced risk metrics
Advanced replication analysis
Advanced exposure look-through
Upload your own internal metrics
Custom data feature
Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseSimilar ETFs in your region
LEAD.B
1M perf.
+0.82%
E/R
0.97%
PCLG
1M perf.
-0.05%
E/R
0.69%
JGRW
1M perf.
-2.03%
E/R
0.57%
SEMG
1M perf.
-1.58%
E/R
0.6%
IUSG
1M perf.
-1.40%
E/R
0.04%
Advertisement
Risk profile
Segment for quartile rank
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -11.61% | +3.28% | +62.75% | +21.96% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Create a free account to view risk/return table
Synthetic Risk and Reward Indicator (SRRI)
UCITS
N/A
PRIIPS
N/A
Built for professionals: access exclusive risk metrics in Trackinsight Enterprise.
Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseExposure
Countries
USA
70.91%
Luxembourg
1.18%
Unavailable
27.91%
Sectors
Information Technology
28.32%
Financials
14.54%
Health Care
11.05%
Communication Services
7.97%
Consumer Discretionary
6.86%
Unavailable
31.27%
Diversification
Total weight of top 15 holdings out of 30
Top 15 holdings
Data as of January 31, 2026
AMAZON.COM INC
ADVANCED MICRO DEVICES
MICROSOFT-T
MICROSTRATEGY
COINBASE GLOBAL
NVIDIA
LILLY
INTUITIVE SURGICAL
Create a free account to view top holdings
VERTEX PHARMACEUTICALS
BOSTON SCIENTIFIC
APPLE
THE GOLDMAN SACHS GROUP
JPMORGAN CHASE
MORGAN STANLEY
VISA INCORPORATION
Create a free account to view top holdings
Built for professionals: access exclusive exposure metrics in Trackinsight Enterprise.
Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseSustainability
Integrates ESG criteria
No
SDG
Built for professionals: access exclusive sustainability metrics in Trackinsight Enterprise.
Enterprise
Trackinsight Enterprise helps professional and institutional ETF investors tackle operational, regulatory, and analytical challenges at every stage of the investment process.
Learn more about Trackinsight EnterpriseIssuer
Evolve ETFs
Evolve ETFs ID Card
Number of funds
73
Total AuM
€3.81B
Expense ratio range
0.15% - 1.97%
Average expense ratio
0.7147%
Top 5 funds by Evolve ETFs
| AuM | ||
|---|---|---|
HISA | High Interest Savings Account Fund | €798M |
BANK | Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund | €556M |
HISU.U | US High Interest Savings Account Fund | €507M |
UTES | Evolve Canadian Utilities Enhanced Yield Index Fund | €199M |
LIFE | Evolve Global Healthcare Enhanced Yield ETF | €168M |
Frequently asked questions about LEAD
What does Evolve Future Leadership Fund ETF, LEAD, invest in?
LEAD is a Active ETF. This ETF provides exposure to Equities.
What is the Total Expense ratio (TER) of LEAD?
LEAD carries a total expense ratio (TER) of 0.97%, indicating the annual cost for holding the fund.
When was LEAD launched?
LEAD was introduced to the market on September 14, 2020. It trades on Canada
Who is the ETF issuer of LEAD?
Evolve Future Leadership Fund ETF, LEAD, is provided by Evolve ETFs. Learn more about Evolve ETFs here.
What is the current assets under management (AUM) of LEAD?
LEAD oversees €8.2M in assets as of March 12, 2026.
How has LEAD performed lately?
Based on data from March 12, 2026, LEAD returned 1.00% over the past month, -11.61% over the last three months and -10.89% year-to-date.
What are the latest inflows or outflows for LEAD?
As of March 12, 2026, LEAD recorded net flows of -€1.2M over the last month and -€1.2M year-to-date.
Does LEAD distribute dividends?
LEAD follows a distributing dividend policy, meaning it pays out income to investors. As of March 12, 2026, its 12-month trailing yield was 9.38%.
What are the main country or region exposures of LEAD?
As of January 31, 2026, LEAD has significant geographic allocations in USA and Luxembourg.
In which sector or theme does LEAD invest in?
As of January 31, 2026, LEAD focuses largely on Information Technology, Financials and Health Care.
How many securities does LEAD hold and how diversified is it?
As of January 31, 2026, LEAD holds 30 positions in its portfolio, with 46.94% of assets concentrated in its top 15 holdings.
What are the main positions in LEAD?
As of January 31, 2026, LEAD top three holdings include AMAZON.COM INC, ADVANCED MICRO DEVICES and MICROSOFT-T.
What is the base currency of LEAD?
The base currency of LEAD is CAD.
Is LEAD currency-hedged?
LEAD is hedged, meaning it seeks to minimize the impact of currency fluctuations between its base currency and the currency of the underlying assets.
Advertisement
About Trackinsight
Since our founding in 2016, we have been at the forefront of the industry, delivering accessible, comprehensive, and reliable tools to support the evolving needs of investors.
Over the past decade, Trackinsight has expanded its operations across six countries, serving thousands of professional investors. We’ve consistently innovated to provide cutting-edge solutions that meet the changing demands of the ETF market.
In 2024, Kepler Cheuvreux, a leading independent European financial services firm, acquired a majority stake in Trackinsight, becoming the company's principal shareholder.
This strategic partnership solidifies Trackinsight's position as a premier provider of ETF selection and analysis tools, while strengthening Kepler Cheuvreux’s commitment to becoming a leading player in the ETF sector.
Together, we are committed to offering advanced services that empower professional investors, advisors, institutions, and issuers. This new step enables us to deliver even more comprehensive and innovative technological solutions, driving ETF investing to new heights.
More about TrackinsightETF TOOLS
PLATFORM
ETF NEWS & RESEARCH
© 2014-2026 Trackinsight SA. All rights reserved.
Privacy policy | Cookie policy | | Terms of use | Imprint
Privacy policy | Cookie policy | | Terms of use | Imprint
