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ZJULInnovator Equity Defined Protection ETF - 1 Yr July

Grow my money2y track recordRanked #1,834 of 3,055 in this goal

Seeks returns that match the Underlying ETF's performance, capped at 7% with a buffer against 100% of losses over the Outcome Period.

By Innovator ETFs · Launched 2024

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$193M

#2,487 of 6,040 · mid-size

Return (1Y)

+5.2%

Track Record

2 years

#3,582 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,540+5.4%

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 4 holdings = 100.1% of fundconcentrated

N/A
109.5%
N/A
0.3%
US BANK MMDA - USBGFS 9
0.2%
N/A
-10.0%

Asset allocation

Stocks
95.3%
Cash
4.6%
Other
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.4%Low

Year-on-year price swings

Max drawdown
-5.5%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 returns that match the Underlying ETF's performance, capped at 7% with a buffer against 100% of losses over the Outcome Period.
Strategy
Invests primarily in FLEX Options referencing the Underlying ETF to provide returns matching the Underlying ETF's performance, capped at 7% while offering a buffer against 100% of losses. Focuses on large-cap U.S. equity securities.
Inception date
June 28, 2024
Fund family
Innovator ETFs

Next steps

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Data updated on 2026-09-18