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BAUGInnovator U.S. Equity Buffer ETF - August

Stay safeGrow my money7y track recordRanked #137 of 387 in this goal

Seeks to provide returns that match the Underlying ETF's return, up to a cap of 15.80%, while buffering the first 9% of losses.

By Innovator ETFs · Launched 2019

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$268M

#2,197 of 6,040 · mid-size

Return (1Y)

+13.4%

Track Record

7 years

#1,918 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,286+12.9%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 5 holdings = 100.1% of fundconcentrated

N/A
101.9%
N/A
0.7%
US BANK MMDA - USBGFS 9
0.3%
N/A
-0.4%
N/A
-2.5%

Asset allocation

Stocks
95.6%
Cash
4.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.6%Low

Year-on-year price swings

Max drawdown
-26.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.24Strong risk-adjusted returns
Sortino (3Y)
1.85Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide returns that match the Underlying ETF's return, up to a cap of 15.80%, while buffering the first 9% of losses.
Strategy
Invests primarily in FLEX Options referencing the Underlying ETF to provide a buffer against the first 9% of losses and a cap of 15.80% on returns. The strategy targets large-cap U.S. equity securities, specifically the S&P 500 Index.
Inception date
July 31, 2019
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-18