AZALAllianzIM U.S. Large Cap Buffer10 Jul ETF
The S&P 500 Price Index is a large-cap, market-weighted, U.S. equities index that tracks the price (excluding dividends) of the leading companies that reflect the industries of the U.S. economy and is often considered a proxy for the stock market in general. The fund seeks to achieve its objective by buying and selling call and put FLEX Options that reference the S&P 500 Price Index. It is non-diversified.
AllianzIM · Since 2020 (5 years)
0.74%
#3444 out of 5,332 ETFs
$50M
#3342 out of 5,332 ETFs
0.00%
5 years
#2189 out of 5,332 ETFs
Performance
1 Year
+22.9%
3 Years
+17.2%
5 Years
+11.0%
What's inside
Top holdings
Risk profile
8.2%
Moderate
-13.6%
Worst peak-to-trough loss
1.25
Excellent risk-adjusted returns
1.86
Good downside protection
Similar ETFs
Our take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
Buffer ETF — downside protection at a cost
Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.
Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)
Why we flagged this: strategy=structured_outcome + structured_outcome_strategy
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
Data updated on 2026-05-05