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TOCTInnovator Equity Defined Protection ETF - 2 Yr to October 2027

DiversifierNewRanked #217 of 281 in this goal

Seeks to provide returns that match the upside return of the Underlying ETF, up to a cap of 12.78%, while providing a buffer against 100% of Underlying ETF losses.

By Innovator ETFs · Launched 2025

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$14M

#4,801 of 6,040 · small

Return (1Y)

N/A

Track Record

12 months

#4,715 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,312+3.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Holdings

By weight

Concentration

Top 4 holdings = 100.1% of fundconcentrated

N/A
103.6%
N/A
5.2%
US BANK MMDA - USBGFS 9
0.3%
N/A
-9.0%

Asset allocation

Stocks
89.1%
Cash
10.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.0%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 upside return of the Underlying ETF, up to a cap of 12.78%, while providing a buffer against 100% of Underlying ETF losses.
Strategy
Actively managed ETF that invests at least 80% of net assets in FLEX Options referencing the Underlying ETF, aiming for returns that match the Underlying ETF's upside, capped at 12.78%, while providing a buffer against 100% of losses. Focuses on U.S. equity securities.
Inception date
September 30, 2025
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-18