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FEBWAllianzim U.S. Equity Buffer20 Feb ETF

Stay safeGrow my money3y track recordRanked #114 of 364 in this goal

Seeks to match the share price returns of the SPDR S&P 500 ETF Trust with a 20% buffer against losses over the Outcome Period.

By AllianzIM · Launched 2023

Annual Cost

0.74%

#3,781 of 5,861 · average

Fund Size

$196M

#2,371 of 5,861 · mid-size

Dividend YieldGoal

0.00%

Track Record

3 years

#2,850 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,061+10.6%

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

What it actually holds

By weight

Concentration

Top 4 holdings = 100.0% of fundconcentrated

SPY 01/29/2027 5.19 C4SPY 270129C00005190
100.9%
SPY 01/29/2027 692.04 P4SPY 270129P00692040
4.1%
SPY 01/29/2027 553.58 P4SPY 270129P00553580
-1.2%
SPY 01/29/2027 765.18 C4SPY 270129C00765180
-3.7%

Asset allocation

Stocks
99.5%
Cash
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.0%Low

Year-on-year price swings

Max drawdown
-8.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.50Good downside protection

Listing

Exchange
NYSE Arca, Cboe BZX

Full fund details

Objective
Seeks to match the share price returns of the SPDR S&P 500 ETF Trust with a 20% buffer against losses over the Outcome Period.
Strategy
Pursues a buffered strategy to match the share price returns of the SPDR S&P 500 ETF Trust, providing a 20% buffer against losses. Invests primarily in FLEX Options referencing the Underlying ETF, aiming for defined outcomes based on market conditions.
Inception date
February 1, 2023
Fund family
AllianzIM

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