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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% 1.61% 14.74M 20879.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The investment seeks to provide investors with a high level of income and the potential to limit downside losses. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by providing investors with the potential for income distributions and a downside investment exposure, as determined by the performance of a basket of the largest stocks by market capitalization selected from a broad-based large capitalization U.S. equity index (the “Equity Basket”). The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Income Funds
Fund Owner Firm Name Innovator
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
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As of January 02, 2026.

Asset Allocation

As of December 29, 2025.
Type % Net
Cash 103.6%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -3.57%
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Basic Info

Investment Strategy
The investment seeks to provide investors with a high level of income and the potential to limit downside losses. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by providing investors with the potential for income distributions and a downside investment exposure, as determined by the performance of a basket of the largest stocks by market capitalization selected from a broad-based large capitalization U.S. equity index (the “Equity Basket”). The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Income Funds
Fund Owner Firm Name Innovator
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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