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DLFEFT Vest U.S. Equity Dual Directional Buffer ETF - February

Take a betNewRanked #454 of 949 in this goal

Seeks to provide returns that match the positive price return of the Underlying ETF up to a predetermined upside cap or match the absolute value of the negative price return of the Underlying ETF.

By First Trust · Launched 2026

Annual Cost

0.85%

#4,514 of 5,861 · expensive

Fund Size

$65M

#3,384 of 5,861 · mid-size

Return (1Y)Goal

N/A

Track Record

6 months

#5,192 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,536+5.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

What it actually holds

By weight

Concentration

Top 10 holdings = 120.9% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 2 C6.92
43.9%
CBOE GLOBAL MARKETS, INC.SPY 2 C6.92
30.4%
CBOE GLOBAL MARKETS, INC.SPY 2 C6.92
16.9%
CBOE GLOBAL MARKETS, INC.SPY 2 C6.92
6.8%
CBOE GLOBAL MARKETS, INC.SPY 2 P603.28
5.6%
CBOE GLOBAL MARKETS, INC.SPY 2 P689.46
5.5%
CBOE GLOBAL MARKETS, INC.SPY 2 P603.28
3.9%
CBOE GLOBAL MARKETS, INC.SPY 2 P689.46
3.8%
CBOE GLOBAL MARKETS, INC.SPY 2 P603.28
2.1%
CBOE GLOBAL MARKETS, INC.SPY 2 P689.46
2.1%

Asset allocation

Stocks
98.9%
Cash
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-5.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX, NYSE American

Full fund details

Objective
Seeks to provide returns that match the positive price return of the Underlying ETF up to a predetermined upside cap or match the absolute value of the negative price return of the Underlying ETF.
Strategy
Invests primarily in FLEX Options referencing the Underlying ETF to achieve a target outcome strategy, providing returns that match the positive price return up to a 12.40% cap and a 10% buffer against losses exceeding the Inverse Performance Threshold. The strategy aims for dual directional returns regardless of the Underlying ETF's performance during the Target Outcome Period.
Inception date
February 19, 2026
Fund family
First Trust

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

You can build this cheaper yourself

Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.

Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04