OCTTAllianzIM U.S. Equity Buffer10 Oct ETF
Seeks to match SPDR S&P 500 ETF returns up to a cap while providing a 10% buffer against losses.
AllianzIM · Since 2020 (5 years)
0.74%
#3444 out of 5,332 ETFs
$59M
#3197 out of 5,332 ETFs
0.00%
5 years
#2249 out of 5,332 ETFs
Performance
1 Year
+22.2%
3 Years
+14.9%
5 Years
+10.0%
What's inside
Asset allocation
Risk profile
8.3%
Moderate
-13.5%
Worst peak-to-trough loss
1.14
Excellent risk-adjusted returns
1.69
Good downside protection
Similar ETFs
Our take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
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