Roundhill Video Games ETF

NERD

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Emphasis on regional gaming assets reduces tenant performance volatility, insulating GLPI from Las Vegas tourism slumps while supporting resilient performance metrics. GLPI's robust fundamentals, discounted Price/AFFO of 9.12x, and dividend yield of 8.70% create compelling return prospects. Risks include the higher borrowing costs environment, GLPI's seasonally weaker trading months through October, and mixed optics from VICI tenants' take-private/merger negotiations.

Collectively, consumer discretionary stocks have had a difficult year. Of the S&P 500's 11 sectors, that corner of the market has fared the worst in 2026 with a more than 6% year-to-date (YTD) loss.

Exchange-traded funds (ETFs) tied to enterprise software, cloud computing, video gaming, and innovation stocks delivered some of the strongest gains in the market over the past week.

Gaming and Leisure Properties, Inc. (GLPI) Q2 2026 Earnings Call Transcript

Gaming and Leisure Properties NASDAQ: GLPI reported second-quarter 2026 growth in adjusted funds from operations, or AFFO, as acquisitions, lease escalators and development funding increased cash income. Chairman and Chief Executive Officer Peter Carlino said AFFO rose 10% from a year earlier and described the company's near- and medium-term growth pipeline as highly visible.

The VanEck Digital Native Economy ETF (NASDAQ:GENZ) is the same fund that traded for years as the VanEck Gaming ETF, VanEck Vectors Gaming ETF (NASDAQ:BJK), until VanEck flipped its mandate on April 9, 2026.

AI in the video gaming industry could cut development costs by 50%, unlocking $22B in profits, lifting ETF plays like ESPO and HERO.

Roundhill Video Games ETF (NERD) to transition management strategy from passive to active, listing venue from Nasdaq to Cboe BZX NEW YORK , Sept. 12, 2025 /PRNewswire/ -- Roundhill Investments, an ETF sponsor focused on innovative financial products, today announced that the Roundhill Video Games ETF (NERD) will transition from index-based to an actively-managed ETF following the market close on September 30, 2025.

NERD surged to a new 52-week high, thanks to a sharp jump in AppLovin shares and strong momentum in the gaming sector.

The Roundhill Video Games ETF NERD launched in 2019 and is having a great year in 2025 thanks to the launch of the Switch 2 console from Nintendo Co NTDOY.