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Upturn AI SWOT - About
Innovator ETFs Trust (IMAR)
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Upturn Advisory Summary
08/14/2025: IMAR (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 -5.85% | Avg. Invested days 43 | 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 24.60 - 28.20 | Updated Date 06/30/2025 |
52 Weeks Range 24.60 - 28.20 | Updated Date 06/30/2025 |
Upturn AI SWOT
Innovator ETFs Trust
ETF Overview
Overview
Innovator ETFs Trust offers Defined Outcome ETFs, using options to cap upside potential while providing a buffer against market losses over a specific period. This is an equity ETF that invests in other ETFs.
Reputation and Reliability
Innovator Capital Management is known for its Defined Outcome ETFs, aiming to provide predictable returns with downside protection. Their reputation is built on innovation and transparency.
Management Expertise
The management team at Innovator Capital Management has expertise in options strategies and ETF structuring, which is crucial for managing Defined Outcome ETFs.
Investment Objective
Goal
To provide investors with defined downside protection and capped upside participation over a specific outcome period, typically one year.
Investment Approach and Strategy
Strategy: Uses options collars to define a range of potential outcomes for investors. The strategy involves buying and selling options on an underlying index.
Composition Primarily comprised of Flex Options referencing various underlying ETFs or indices, allowing for defined outcome profiles.
Market Position
Market Share: Information about Innovator ETFs Trust market share is generally difficult to calculate due to the niche nature of defined outcome ETFs. Focus is on unique product offerings.
Total Net Assets (AUM): 5353400000
Competitors
Key Competitors
- FTCS (First Trust Cboe Vest U.S. Equity Buffer ETF - September)
- BUFR (Simplify US Equity PLUS Upside ETF)
- QCLR (Simplify US Equity PLUS Convexity ETF)
Competitive Landscape
The competitive landscape includes firms offering buffered or defined outcome ETFs. Innovator ETFs has an early mover advantage, a wide range of products, and a focus on defined outcome strategies. Competitors also use option strategies but may offer different return profiles, durations, or cost structures. Innovator may also have higher expenses than some alternatives due to the complexity of the options strategy.
Financial Performance
Historical Performance: Historical performance varies depending on the specific Innovator ETF and its outcome period. Performance will reflect the option strategy's defined range of outcomes.
Benchmark Comparison: Comparison to benchmarks is less relevant due to the defined outcome approach. The primary focus is on achieving the predefined downside protection and upside cap, not tracking an index.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume varies between different Innovator ETFs, which affects liquidity.
Bid-Ask Spread
The bid-ask spread also varies, impacting the cost of trading the ETFs.
Market Dynamics
Market Environment Factors
Market volatility, interest rates, and investor sentiment influence the pricing and demand for Defined Outcome ETFs.
Growth Trajectory
Growth depends on investor adoption of defined outcome strategies as an alternative to traditional equity investments. Changes include new outcome periods or underlying indices.
Moat and Competitive Advantages
Competitive Edge
Innovator ETFs pioneered defined outcome ETFs, establishing a strong brand. Their competitive advantages include a diverse range of products with different outcome periods and underlying assets, and innovative options strategies. Their focus on education and transparency has contributed to investor awareness and adoption. They also provide tools and resources for advisors to understand and utilize defined outcome strategies effectively.
Risk Analysis
Volatility
Volatility is generally lower than the underlying index due to the defined downside protection, but upside is also capped.
Market Risk
Specific market risks include the potential for the ETF to underperform the underlying index during periods of strong market gains, as well as risks related to option pricing and liquidity.
Investor Profile
Ideal Investor Profile
Investors seeking downside protection and predictable returns, with a willingness to accept capped upside potential.
Market Risk
Suitable for long-term investors seeking risk management and defined outcomes.
Summary
Innovator ETFs Trust offers defined outcome ETFs, providing investors with downside protection and capped upside potential through options strategies. This is best for long term investors that wants predictable investment outcomes. The primary focus is to achieve pre-defined protection and upside instead of directly tracking an index. Market volatility, interest rates, and overall investor sentiment will affect investor adoption of defined outcome strategy. Innovator ETFs are useful for retirement planning or hedging against market downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Innovator ETFs website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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 has adopted a policy pursuant to Rule 35d-1 under the 1940 Act to invest, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to the iShares MSCI EAFE ETF (the "Underlying ETF"). The fund is non-diversified.
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