ZSEP

Innovator$27.82+0.00 (+0.00%)
AUM $218.1MER 0.79%NAV $27.78Holdings 7

Price Chart

Key Statistics

Previous Close

$27.82

Day Range

$27.79$27.85

52-Week Range

$26.40$27.95

Avg Volume

385.2K

Dividend Yield

Expense Ratio

0.79%

AUM

$218.1M

Shares Outstanding

6.2M

Sector Breakdown

SectorWeight %
Technology38.47%
Financial Services12.11%
Communication Services9.62%
Consumer Cyclical9.35%
Healthcare9.29%
Industrials7.81%
Consumer Defensive4.46%
Energy3.40%
Utilities2.00%
Real Estate1.81%
Basic Materials1.69%

Country Allocation

CountryWeight %
United States98.33%
Other1.67%

Fund Information

Issuer
Innovator
Category
Technology
Inception Date
Aug 31, 2024
Exchange
BATS
Description
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in FLexible EXchange® Options (“FLEX Options”) that reference the SPDR® S&P 500® ETF Trust (the “Underlying ETF”). The fund is non-diversified.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.80T
IVViShares Core S&P 500 ETF$835.50B
SPYState Street SPDR S&P 500 ETF$786.95B
QQQInvesco QQQ Trust, Series 1$485.43B

The Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) is an exchange-traded fund issued by Innovator that launched on Aug 31, 2024. It currently manages $218.1M 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 ETF98.33%307,825$215.8M
2VOO 08/31/2027 704.89 P5.00%3,142$11.0M
3US BANK MMDA - USBGFS 9 09/01/20370.27%601,794$602K
4VOO 08/31/2027 733.09 C0.12%63$257K
5Cash & Other-0.07%-155,115$-155115
6VOO 08/31/2027 733.09 P-0.13%-63$-285138
7VOO 08/31/2027 767.41 C-3.52%-3,142$-7729320

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
-0.11%
1M
+0.04%
3M
+1.16%
6M
+4.04%
YTD
+3.75%
1Y
+4.90%
3Y
+13.27%
5Y
+13.27%

Moving Averages

20-Day MA

$27.84

Below 20-Day MA
50-Day MA

$27.76

Above 50-Day MA
200-Day MA

$27.23

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.95

Current Price

$27.82

52-Week Low

$26.40

$26.40$27.95

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricZSEPTechnology(1678 ETFs)
Fund Info
Expense Ratio0.79%0.61%
AUM$218.1M$6.91B
Dividend Yield3.00%
Avg Volume385.2K430.7K
Holdings7195
Performance
1-Month Return+1.27%
6-Month Return+2.85%
YTD Return+13.43%
1-Year Return+15.40%

Compare with Another ETF

Search for an ETF to compare with ZSEP:

FREE DOWNLOAD

The Beginner's Guide to ETFs

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

No spam. Unsubscribe anytime.