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YJUNFT Vest International Equity Moderate Buffer ETF – June

Diversifier5y track recordRanked #121 of 281 in this goal

Seeks to provide returns that match the price return of the iShares MSCI EAFE ETF, up to a cap of 14.65%, while providing a buffer against the first 15% of losses.

By First Trust · Launched 2021

Annual Cost

0.90%

#4,877 of 6,040 · expensive

Fund Size

$146M

#2,751 of 6,040 · mid-size

Return (1Y)

+9.1%

Track Record

5 years

#2,358 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,892+8.9%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

MSCI EAFE Index

Holdings

By weight

Concentration

Top 10 holdings = 100.1% of fundconcentrated

CBOE GLOBAL MARKETS, INC.EFA 6 C0.86
92.8%
CBOE GLOBAL MARKETS, INC.EFA 6 C0.86
8.0%
CBOE GLOBAL MARKETS, INC.EFA 6 C0.86
8.0%
Dreyfus Government Cash Management Funds
0.6%
CBOE GLOBAL MARKETS, INC.EFA 6 P86.33
0.5%
CBOE GLOBAL MARKETS, INC.EFA 6 P73.38
-0.0%
CBOE GLOBAL MARKETS, INC.EFA 6 P73.38
-0.0%
CBOE GLOBAL MARKETS, INC.EFA 6 P73.38
-0.2%
CBOE GLOBAL MARKETS, INC.EFA 6 C97.5
-0.4%
CBOE GLOBAL MARKETS, INC.EFA 6 C97.5
-9.2%

Asset allocation

Stocks
98.2%
Cash
1.7%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
6.3%Low

Year-on-year price swings

Max drawdown
-21.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.74Decent risk-adjusted returns
Sortino (3Y)
1.09Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide returns that match the price return of the iShares MSCI EAFE ETF, up to a cap of 14.65%, while providing a buffer against the first 15% of losses.
Strategy
Invests primarily in FLEX Options referencing the iShares MSCI EAFE ETF to provide a buffer against the first 15% of losses and upside participation up to a cap of 14.65%. The strategy is designed to achieve predetermined outcomes based on the Underlying ETF's performance over the Target Outcome Period.
Inception date
June 18, 2021
Fund family
First Trust

Next steps

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Data updated on 2026-09-18