Skip to content
Beacon

UXAPFT Vest U.S. Equity Uncapped Ac

Take a bet#656 of 761 for Take a bet

Seeks to provide potential returns that outperform the SPDR S&P 500 ETF Trust if performance thresholds are exceeded.

First Trust · Since 2025 (1 year)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$7M

#4660 out of 5,332 ETFs

Dividend Yield

Track Record

1 year

#4425 out of 5,332 ETFs

Performance

1 Year

+32.7%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
structured outcome

Asset allocation

Stocks
98.4%
Cash
1.6%

Risk profile

Volatility (1Y)

14.1%

Moderate

Max drawdown

-10.4%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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