UXJLFT Vest U.S. Equity Uncapped Accelerator ETF - July
Seeks to provide investors with the potential for a rate of return that outperforms the positive price return of the SPDR S&P 500 ETF Trust.
By First Trust · Launched 2025
0.85%
#4,514 of 5,861 · expensive
$5M
#5,168 of 5,861 · small
+19.3%
1 year
#4,484 of 5,861 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 6 holdings = 100.1% of fundconcentrated
Asset allocation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsYear-on-year price swings
Worst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to provide investors with the potential for a rate of return that outperforms the positive price return of the SPDR S&P 500 ETF Trust.
- Strategy
- Invests substantially all assets in FLEX Options referencing the SPDR S&P 500 ETF Trust to seek returns that exceed the Underlying ETF's price performance, contingent on surpassing a defined performance threshold. The strategy targets a higher rate of return based on the Underlying ETF's performance above a specified deductible.
- Inception date
- July 17, 2025
- Fund family
- First Trust
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
You can build this cheaper yourself
Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.
Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)
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 2026-08-04