XBJL

Innovator$40.94+0.28 (+0.70%)
AUM $76.2MER 0.79%NAV $40.62Holdings 7

Price Chart

Key Statistics

Previous Close

$40.66

Day Range

$40.94$40.94

52-Week Range

$37.11$41.08

Avg Volume

3.1K

Dividend Yield

Expense Ratio

0.79%

AUM

$76.2M

Shares Outstanding

3.1M

ETF Grades

?

Sector Breakdown

SectorWeight %
Technology37.43%
Financial Services12.19%
Communication Services9.91%
Consumer Cyclical9.58%
Healthcare9.10%
Industrials8.16%
Consumer Defensive4.61%
Energy3.36%
Utilities2.15%
Real Estate1.88%
Basic Materials1.62%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States98.40%
Other1.60%

Fund Information

Issuer
Innovator
Category
Technology
Inception Date
Jun 30, 2021
Exchange
BATS
Description
The Innovator U.S. Equity Accelerated 9 Buffer ETF seeks to provide double (2x) the upside return of SPY (SPDR S&P 500 ETF Trust), to a cap, with approximately single exposure to the downside, over a one-year outcome period. The ETF buffers investors against the first 9% of losses over the outcome period. The ETF can be held indefinitely, resetting at the end of each outcome period, approximately annually.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

The Innovator U.S. Equity Accelerated 9 Buffer ETF (XBJL) is an exchange-traded fund issued by Innovator that launched on Jun 30, 2021. It currently manages $76.2M in assets under management. The fund charges an expense ratio of 0.79%. The fund holds 7 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1VOOVanguard S&P 500 ETF98.40%107,576$74.9M
2VOO 06/30/2027 686.82 C8.52%1,098$6.5M
3VOO 06/30/2027 686.82 P4.32%1,098$3.3M
4US BANK MMDA - USBGFS 9 09/01/20370.26%199,658$200K
5VOO 06/30/2027 714.29 C0.12%22$92K
6Cash & Other-0.09%-69,419$-69419
7VOO 06/30/2027 714.29 P-0.11%-22$-86342
8VOO 06/30/2027 625 P-2.41%-1,098$-1835098
9VOO 06/30/2027 734.34 C-9.01%-2,198$-6858507

Detailed Returns

PeriodReturnETF
1D
+0.70%
1W
-0.26%
1M
-0.07%
3M
+2.49%
6M
+6.92%
YTD
+6.76%
1Y
+9.75%
3Y
+40.16%
5Y
+57.11%

Moving Averages

20-Day MA

$40.83

Above 20-Day MA
50-Day MA

$40.46

Above 50-Day MA
200-Day MA

$39.17

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$41.08

Current Price

$40.94

52-Week Low

$37.11

$37.11$41.08

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXBJLTechnology(1660 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.79%0.61%0.74%
AUM$76.2M$6.83B$347.8M
Dividend Yield2.94%14.07%
Avg Volume3.1K432.5K29.6K
Holdings719813
Performance
1-Month Return-0.06%-0.32%-0.19%
6-Month Return+4.28%+8.18%+4.67%
YTD Return+6.91%+13.83%+7.66%
1-Year Return+7.57%+27.29%+8.15%

Compare with Another ETF

Search for an ETF to compare with XBJL:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.