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ZOCTInnovator Equity Defined Protection ETF - 1 Yr October

Diversifier1y track recordRanked #132 of 281 in this goal

Seeks to provide returns that match the Underlying ETF's return, up to a 6.52% cap, while providing 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

$105M

#3,050 of 6,040 · mid-size

Return (1Y)

+5.7%

Track Record

1 year

#3,775 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,579+5.8%

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
103.7%
N/A
2.1%
US BANK MMDA - USBGFS 9
0.3%
N/A
-6.0%

Asset allocation

Stocks
91.9%
Cash
8.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.1%Low

Year-on-year price swings

Max drawdown
-3.2%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 to provide returns that match the Underlying ETF's return, up to a 6.52% cap, while providing 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, subject to a 6.52% cap and a buffer against 100% of losses. Focuses on large-cap U.S. equity securities.
Inception date
September 30, 2024
Fund family
Innovator ETFs

Next steps

Save ZOCT to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18