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DAUGFT Vest U.S. Equity Deep Buffer ETF - August

Stay safeGrow my money6y track recordRanked #134 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 11.98% and a buffer against losses between -5% and -30%.

By First Trust · Launched 2019

Annual Cost

0.85%

#4,678 of 6,040 · expensive

Fund Size

$419M

#1,804 of 6,040 · large

Return (1Y)

+9.3%

Track Record

6 years

#1,976 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,891+8.9%

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 = 103.2% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 8 C6.42
92.1%
CBOE GLOBAL MARKETS, INC.SPY 8 C6.42
6.9%
CBOE GLOBAL MARKETS, INC.SPY 8 P611.27
1.7%
CBOE GLOBAL MARKETS, INC.SPY 8 C6.42
1.7%
Dreyfus Government Cash Management Funds
0.7%
CBOE GLOBAL MARKETS, INC.SPY 8 P611.27
0.2%
CBOE GLOBAL MARKETS, INC.SPY 8 C6.42
0.0%
CBOE GLOBAL MARKETS, INC.SPY 8 P611.27
0.0%
CBOE GLOBAL MARKETS, INC.SPY 8 P450.41
-0.0%
CBOE GLOBAL MARKETS, INC.SPY 8 C720.52
-0.0%

Asset allocation

Stocks
98.8%
Cash
1.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.5%Low

Year-on-year price swings

Max drawdown
-15.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.05Strong risk-adjusted returns
Sortino (3Y)
1.55Good 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 11.98% and a buffer against losses between -5% and -30%.
Strategy
Invests in FLEX Options referencing the SPDR S&P 500 ETF Trust to provide a deep buffer against losses between -5% and -30% and upside participation up to a cap of 11.98%. The Fund employs a target outcome strategy to achieve these results over the Target Outcome Period.
Inception date
November 6, 2019
Fund family
First Trust

Next steps

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Data updated on 2026-09-18