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GOCTFT Vest U.S. Equity Moderate Buffer ETF - October

Take a bet2y track recordRanked #220 of 995 in this goal

Seeks to provide returns that match the price return of the SPDR S&P 500 ETF Trust, up to a cap of 12.14%, while providing a buffer against the first 15% of losses.

By First Trust · Launched 2023

Annual Cost

0.85%

#4,678 of 6,040 · expensive

Fund Size

$264M

#2,206 of 6,040 · mid-size

Return (1Y)

+11.8%

Track Record

2 years

#3,185 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,184+11.8%

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 = 103.1% of fundconcentrated

CBOE GLOBAL MARKETS, INC.SPY 10 C6.66
74.2%
CBOE GLOBAL MARKETS, INC.SPY 10 C6.66
16.3%
CBOE GLOBAL MARKETS, INC.SPY 10 C6.66
8.4%
CBOE GLOBAL MARKETS, INC.SPY 10 P664.41
3.0%
Dreyfus Government Cash Management Funds
0.8%
CBOE GLOBAL MARKETS, INC.SPY 10 P664.41
0.6%
CBOE GLOBAL MARKETS, INC.SPY 10 P664.41
0.3%
CBOE GLOBAL MARKETS, INC.SPY 10 P564.75
-0.1%
CBOE GLOBAL MARKETS, INC.SPY 10 C745.07
-0.2%
CBOE GLOBAL MARKETS, INC.SPY 10 P564.75
-0.3%

Asset allocation

Stocks
99.5%
Cash
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.9%Low

Year-on-year price swings

Max drawdown
-10.5%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 to provide returns that match the price return of the SPDR S&P 500 ETF Trust, up to a cap of 12.14%, while providing a buffer against the first 15% of losses.
Strategy
Invests in FLEX Options referencing the SPDR S&P 500 ETF Trust to provide a buffer against the first 15% of losses and upside participation up to a cap of 12.14%. Employs a target outcome strategy over the defined period from October 20, 2025 to October 16, 2026.
Inception date
October 20, 2023
Fund family
First Trust

Next steps

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Data updated on 2026-09-18