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ZALTInnovator U.S. Equity 10 Buffer ETF - Quarterly

Grow my money2y track recordRanked #1,066 of 3,062 in this goal

Seeks capital appreciation with a buffer against the first 10% of Underlying ETF losses.

By Innovator ETFs · Launched 2023

Annual Cost

0.69%

#3,654 of 6,062 · average

Fund Size

$785M

#1,325 of 6,062 · large

Return (1Y)

+8.5%

Track Record

2 years

#3,143 of 6,062 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,855+8.5%

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

S&P 500 Index

Holdings

By weight

Concentration

Top 5 holdings = 100.1% of fundconcentrated

N/A
106.9%
N/A
0.6%
US BANK MMDA - USBGFS 9
0.1%
N/A
-0.2%
N/A
-7.4%

Asset allocation

Stocks
98.7%
Cash
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.3%Low

Year-on-year price swings

Max drawdown
-8.2%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 capital appreciation with a buffer against the first 10% of Underlying ETF losses.
Strategy
Invests primarily in FLEX Options referencing the Underlying ETF and may also invest directly in the Underlying ETF to provide capital appreciation and downside protection. The strategy includes an upside cap of 3.01% and a buffer against the first 10% of losses during the Outcome Period.
Inception date
September 29, 2023
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-19