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KDECInnovator U.S. Small Cap Power Buffer ETF - December

Grow my money1y track recordRanked #2,074 of 2,960 in this goal

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to the iShares Russell 2000 ETF. It is non-diversified.

By Innovator ETFs · Launched 2024

Annual Cost

0.79%

#4,047 of 5,562 · expensive

Fund Size

$85M

#3,090 of 5,562 · mid-size

Return (1Y)Goal

+19.4%

Track Record

1 year

#3,958 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,908+19.1%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

Russell 2000 Index

What it actually holds

By weight

Asset allocation

Stocks
99.6%
Cash
0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.6%Low

Year-on-year price swings

Max drawdown
-16.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to the iShares Russell 2000 ETF. It is non-diversified.
Strategy
The Fund employs a defined outcome strategy, investing primarily in FLEX Options that reference the Underlying ETF, aiming to deliver specific investment outcomes based on the performance of the Underlying ETF over an Outcome Period. This includes providing positive returns if the Underlying ETF appreciates, and a buffer against losses if the Underlying ETF declines, with specific caps on potential returns.
Inception date
November 29, 2024
Fund family
Innovator 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

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Data updated on 2026-06-19