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DNOVFT Vest U.S. Equity Deep Buffer ETF - November

Grow my money6y track recordRanked #1,705 of 3,055 in this goal

Seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust with 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

$402M

#1,829 of 6,040 · large

Return (1Y)

+12.8%

Track Record

6 years

#1,985 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 10 holdings = 103.4% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 11 C6.58
86.2%
CBOE GLOBAL MARKETS, INC.SPY 11 C6.58
10.4%
CBOE GLOBAL MARKETS, INC.SPY 11 C6.58
2.9%
CBOE GLOBAL MARKETS, INC.SPY 11 P626.08
2.7%
Dreyfus Government Cash Management Funds
0.9%
CBOE GLOBAL MARKETS, INC.SPY 11 P626.08
0.3%
CBOE GLOBAL MARKETS, INC.SPY 11 P626.08
0.0%
CBOE GLOBAL MARKETS, INC.SPY 11 P461.32
-0.0%
CBOE GLOBAL MARKETS, INC.SPY 11 C744.24
-0.0%
CBOE GLOBAL MARKETS, INC.SPY 11 P461.32
-0.1%

Asset allocation

Stocks
99.4%
Cash
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.4%Low

Year-on-year price swings

Max drawdown
-15.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
1.11Strong risk-adjusted returns
Sortino (3Y)
1.63Good 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 buffer against losses between -5% and -30%.
Strategy
Invests in FLEX Options referencing the SPDR S&P 500 ETF Trust to provide a buffer against losses between -5% and -30% while matching returns up to a cap of 12.93%. The strategy employs a target outcome approach for the specified period.
Inception date
November 15, 2019
Fund family
First Trust

Next steps

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Data updated on 2026-09-18