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IGTRInnovator Gradient Tactical Rotation Strategy ETF

Grow my money#2265 of 2944 for Grow my money

The index is a market capitalization-weighted index providing a broad measure of global equities markets. The fund seeks to achieve its investment objective by identifying the global equity market segment that is displaying the strongest price momentum metrics. It is non-diversified.

Innovator ETFs · Since 2022 (3 years)

Annual Cost

0.80%

#3981 out of 5,332 ETFs

Fund Size

$53M

#3291 out of 5,332 ETFs

Dividend Yield

0.80%

Track Record

3 years

#2949 out of 5,332 ETFs

Performance

1 Year

+28.4%

3 Years

+15.4%

5 Years

N/A

What's inside

Asset class
Strategy
structured outcome

Asset allocation

Stocks
97.4%
Other
1.3%
Cash
1.1%
Preferred
0.2%

Top holdings

Samsung Electronics Co Ltd005930.KS2.2%
ASML Holding NVASML.AS1.8%
Canadian Natural Resources LtdCNQ.TO1.2%
TotalEnergies SETTE.PA1.2%
Novartis AG Registered SharesNOVN.SW1.1%
HSBC Holdings PLCHSBA.L1.1%
Shell PLCSHEL.L1.1%
AstraZeneca PLCAZN.L1.1%
SK Hynix Inc000660.KS1.0%
BHP Group LtdBHP.AX1.0%

Risk profile

Volatility (1Y)

18.1%

Moderate

Max drawdown

-20.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.75

Decent risk-adjusted returns

Sortino (3Y)

1.06

Good downside protection

Similar ETFs

Our take

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

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

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

Data updated on 2026-05-05