XBOC

Innovator$35.64+0.07 (+0.19%)
AUM $65.0MER 0.79%NAV $35.59Holdings 7

Price Chart

Key Statistics

Previous Close

$35.57

Day Range

$35.62$35.72

52-Week Range

$32.00$35.75

Avg Volume

2.1K

Dividend Yield

Expense Ratio

0.79%

AUM

$65.0M

Shares Outstanding

1.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology37.91%
Financial Services11.66%
Communication Services9.97%
Consumer Cyclical9.56%
Healthcare9.07%
Industrials8.38%
Consumer Defensive4.64%
Energy3.02%
Utilities2.25%
Real Estate1.88%
Basic Materials1.66%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
Innovator
Category
Technology
Inception Date
Sep 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 Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$866.46B
SPYState Street SPDR S&P 500 ETF$780.71B
VXUSVanguard Total International Stock ETF$651.00B

The Innovator U.S. Equity Accelerated 9 Buffer ETF (XBOC) is an exchange-traded fund issued by Innovator that launched on Sep 30, 2021. It currently manages $65.0M 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
14SPY US 09/30/26 C6.64 FLX101.21%901$65.7M
24SPY US 09/30/26 C666.15 FLX11.20%901$7.3M
34SPY US 09/30/26 P666.15 FLX0.72%901$471K
4US BANK MMDA - USBGFS 9 09/01/20370.22%140,309$140K
5Cash & Other-0.05%-35,702$-35702
64SPY US 09/30/26 P606.2 FLX-0.31%-901$-202049
74SPY US 09/30/26 C705.15 FLX-12.99%-1,802$-8435360

Detailed Returns

PeriodReturnETF
1D
+0.19%
1W
-0.05%
1M
+0.51%
3M
+2.91%
6M
+5.11%
YTD
+5.84%
1Y
+10.45%
3Y
+37.55%
5Y
+47.17%

Moving Averages

20-Day MA

$35.62

Above 20-Day MA
50-Day MA

$35.40

Above 50-Day MA
200-Day MA

$33.97

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$35.75

Current Price

$35.64

52-Week Low

$32.00

$32.00$35.75

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXBOCTechnology(1511 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.79%0.61%0.77%
AUM$65.0M$7.93B$330.6M
Dividend Yield2.99%14.07%
Avg Volume2.1K657.0K30.1K
Holdings722613
Performance
1-Month Return+0.85%-1.81%+0.45%
6-Month Return+7.71%+11.69%+6.04%
YTD Return+6.14%+9.60%+5.33%
1-Year Return+8.35%+12.13%+7.19%

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