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DAPRFT Vest U.S. Equity Deep Buffer ETF - April

Stay safeGrow my money5y track recordRanked #139 of 387 in this goal

Seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust, with a cap of 12.04% and a buffer against losses between -5% and -30%.

By First Trust · Launched 2021

Annual Cost

0.85%

#4,678 of 6,040 · expensive

Fund Size

$322M

#2,019 of 6,040 · large

Return (1Y)

+8.1%

Track Record

5 years

#2,321 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,793+7.9%

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 10 holdings = 115.2% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 4 C5.25
98.0%
CBOE GLOBAL MARKETS, INC.SPY 4 C5.25
7.4%
CBOE GLOBAL MARKETS, INC.SPY 4 C5.25
6.3%
CBOE GLOBAL MARKETS, INC.SPY 4 C5.25
3.1%
Dreyfus Government Cash Management Funds
0.4%
CBOE GLOBAL MARKETS, INC.SPY 4 P500.09
0.1%
CBOE GLOBAL MARKETS, INC.SPY 4 P500.09
0.0%
CBOE GLOBAL MARKETS, INC.SPY 4 P500.09
0.0%
CBOE GLOBAL MARKETS, INC.SPY 4 P500.09
0.0%
CBOE GLOBAL MARKETS, INC.SPY 4 P368.49
-0.0%

Asset allocation

Stocks
99.1%
Cash
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.6%Low

Year-on-year price swings

Max drawdown
-10.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.78Decent risk-adjusted returns
Sortino (3Y)
1.13Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust, with a cap of 12.04% and a buffer against losses between -5% and -30%.
Strategy
Invests in FLEX Options to provide a deep buffer against Underlying ETF losses between -5% and -30% while matching the price return of the SPDR S&P 500 ETF Trust up to a cap of 12.04%. Employs a target outcome strategy to achieve these results over the Target Outcome Period.
Inception date
April 16, 2021
Fund family
First Trust

Next steps

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Data updated on 2026-09-18