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KAUGInnovator U.S. Small Cap Power Buffer ETF - August

Grow my money2y track recordRanked #2,118 of 3,055 in this goal

Seeks to provide returns that match the Underlying ETF's return with a 15% buffer against losses over the Outcome Period.

By Innovator ETFs · Launched 2024

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$67M

#3,447 of 6,040 · mid-size

Return (1Y)

+11.1%

Track Record

2 years

#3,643 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,113+11.1%

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

Russell 2000 Index

Holdings

By weight

Concentration

Top 5 holdings = 100.1% of fundconcentrated

N/A
110.4%
N/A
0.5%
US BANK MMDA - USBGFS 9
0.3%
N/A
-0.2%
N/A
-11.0%

Asset allocation

Stocks
94.6%
Cash
5.3%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
7.2%Low

Year-on-year price swings

Max drawdown
-15.7%Moderate

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 Underlying ETF's return with a 15% buffer against losses over the Outcome Period.
Strategy
Invests primarily in FLEX Options referencing the iShares Russell 2000 ETF to provide a 15% buffer against losses and an upside cap of 17.27%. Targets returns that match the Underlying ETF's performance during the Outcome Period.
Inception date
July 31, 2024
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-18