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EALTInnovator U.S. Equity 5 to 15 Buffer ETF - Quarterly

Grow my money2y track recordRanked #1,556 of 3,055 in this goal

Seeks capital appreciation with downside protection via a buffer against Underlying ETF losses of 5% to 15%.

By Innovator ETFs · Launched 2023

Annual Cost

0.69%

#3,730 of 6,040 · average

Fund Size

$177M

#2,568 of 6,040 · mid-size

Return (1Y)

+6.4%

Track Record

2 years

#3,144 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,620+6.2%

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 7 holdings = 100.1% of fundconcentrated

Vanguard S&P 500 ETF
105.2%
N/A
0.4%
US BANK MMDA - USBGFS 9
0.1%
N/A
0.0%
N/A
-0.0%
N/A
-0.2%
N/A
-5.5%

Asset allocation

Stocks
99.7%
Cash
0.3%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.7%Low

Year-on-year price swings

Max drawdown
-14.8%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

Full fund details

Objective
Seeks capital appreciation with downside protection via a buffer against Underlying ETF losses of 5% to 15%.
Strategy
Invests primarily in FLEX Options referencing the Underlying ETF to provide capital appreciation with a 5% to 15% buffer against losses. The Fund targets an upside cap of 5.75% over the Outcome Period, which runs from January 1, 2026 through March 31, 2026.
Inception date
September 29, 2023
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-18