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XIMRFT Vest U.S. Equity Buffer & Premium Income ETF - March

Get income#1380 of 1640 for Get income

Seeks to provide approximately 8.33% annualized income while buffering against the first 10% of Underlying ETF losses.

First Trust · Since 2024 (2 years)

Annual Cost

0.85%

#4125 out of 5,332 ETFs

Fund Size

$30M

#3804 out of 5,332 ETFs

Dividend Yield

6.35%

Track Record

2 years

#3586 out of 5,332 ETFs

Performance

1 Year

+9.9%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
structured outcome

Asset allocation

Stocks
91.4%
Bonds
5.3%
Cash
3.2%

Risk profile

Volatility (1Y)

2.4%

Moderate

Max drawdown

-5.1%

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