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Upturn AI SWOT - About
Innovator ETFs Trust (IBUF)
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Upturn Advisory Summary
08/14/2025: IBUF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.39% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.72 - 27.75 | Updated Date 06/28/2025 |
52 Weeks Range 24.72 - 27.75 | Updated Date 06/28/2025 |
Upturn AI SWOT
Innovator ETFs Trust
ETF Overview
Overview
Innovator ETFs Trust focuses on defined outcome investments, seeking to provide specific downside protection and upside potential linked to market performance through structured derivative strategies.
Reputation and Reliability
Innovator Capital Management is known for its innovative defined outcome ETFs, demonstrating a commitment to providing structured investment solutions.
Management Expertise
The management team possesses expertise in options strategies and structured finance, enabling the creation and management of defined outcome ETFs.
Investment Objective
Goal
To provide investors with defined levels of downside protection and upside potential over a specific outcome period.
Investment Approach and Strategy
Strategy: Innovator ETFs utilize FLEX Options to create a defined outcome investment profile that buffers against a certain level of market decline while participating in market gains up to a cap.
Composition The ETFs' compositions primarily involve FLEX Options contracts on major indices, such as the S&P 500, and may include cash or other short-term instruments for collateral management.
Market Position
Market Share: Innovator ETFs Trust has a significant market share within the defined outcome ETF segment.
Total Net Assets (AUM): The AUM for the Innovator ETFs Trust varies across its suite of ETFs but collectively represents a substantial portion of the defined outcome market. Data unavailable for AUM.
Competitors
Key Competitors
- FTCS
- PERM
- JMIN
Competitive Landscape
The defined outcome ETF market is competitive, with various providers offering different buffer levels and cap rates. Innovator ETFs Trust is differentiated by its first-mover advantage and established brand recognition. Competitors offer alternative approaches to defined outcome investing, creating diverse options for investors with varying risk tolerances.
Financial Performance
Historical Performance: Historical performance varies across Innovator ETFs based on market conditions and specific outcome periods. Performance data is not readily available in a standardized, comparable format without specifying a particular ETF within the trust.
Benchmark Comparison: The benchmark comparison is contingent upon the specified outcome period and target index, making a general statement impossible without focusing on one specific ETF within the trust and its corresponding performance.
Expense Ratio: Expense ratios typically range from 0.79% to 0.99%, depending on the specific Innovator ETF.
Liquidity
Average Trading Volume
Average trading volume varies by specific ETF, but many are moderately liquid, facilitating ease of entry and exit for investors.
Bid-Ask Spread
Bid-ask spreads fluctuate depending on the specific ETF, market conditions, and trading volume.
Market Dynamics
Market Environment Factors
Market dynamics are influenced by factors such as interest rate changes, volatility levels (VIX), and overall investor sentiment towards risk assets.
Growth Trajectory
The growth trajectory reflects increasing investor demand for downside protection and defined return profiles, driving innovation in structured ETFs.
Moat and Competitive Advantages
Competitive Edge
Innovator ETFs Trust has a competitive edge as a pioneer in the defined outcome ETF space. Its first-mover advantage and brand recognition provide a strong foundation. It leverages FLEX Options effectively to create customized risk-return profiles. By offering a range of downside protection levels and outcome periods, they cater to diverse investor needs.
Risk Analysis
Volatility
Volatility is dependent on the underlying assets and the specific defined outcome strategy employed by each ETF.
Market Risk
Market risk is present due to the reliance on index performance and the potential for unforeseen market events to impact the defined outcome.
Investor Profile
Ideal Investor Profile
The ideal investor seeks downside protection while participating in market upside and has a clear understanding of defined outcome strategies.
Market Risk
Innovator ETFs are suitable for both long-term investors seeking downside protection and active traders aiming to capitalize on defined outcome periods.
Summary
Innovator ETFs Trust provides investors with defined levels of downside protection and upside potential linked to market performance. They leverage FLEX Options to achieve specific risk-return profiles over specified outcome periods. The ETFs cater to diverse risk tolerances with varying buffer levels and caps. Investors benefit from downside mitigation, but should understand the cap on potential gains and the nuances of defined outcome investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Innovator ETFs Trust Website
- ETF.com
- Morningstar
Disclaimers:
Data and analysis are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Innovator ETFs Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in FLexible EXchange® Options that reference the iShares MSCI EAFE ETF. FLEX Options are exchange-traded option contracts with uniquely customizable terms. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.