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Upturn AI SWOT - About
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July (IOCT)
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Upturn Advisory Summary
08/14/2025: IOCT (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 4.92% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.47 | 52 Weeks Range 28.36 - 32.95 | Updated Date 06/29/2025 |
52 Weeks Range 28.36 - 32.95 | Updated Date 06/29/2025 |
Upturn AI SWOT
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
ETF Overview
Overview
The Innovator International Developed Power Buffer ETF - July (IJUL) is designed to provide specific downside protection and upside participation in the international developed equity markets. It uses a defined outcome strategy tied to the price return of the MSCI EAFE Price Index.
Reputation and Reliability
Innovator ETFs is known for its defined outcome ETFs, offering structured protection and participation in various markets.
Management Expertise
Innovator ETFs' management team has experience in structured products and options strategies.
Investment Objective
Goal
To provide specific downside protection while allowing participation in the upside potential of the MSCI EAFE Price Index, up to a predetermined cap, over a one-year period.
Investment Approach and Strategy
Strategy: The ETF seeks to provide returns that match the price return of the MSCI EAFE Price Index, up to a cap, while buffering against a defined range of losses over a one-year period. It utilizes FLEX Options.
Composition The ETF primarily holds FLEX Options on the MSCI EAFE Price Index.
Market Position
Market Share: Market share data not readily available.
Total Net Assets (AUM): 27420267
Competitors
Key Competitors
- EFA
- VEA
- SCHF
Competitive Landscape
The international developed equity ETF market is dominated by large, broad-based ETFs. IJUL differentiates itself through its defined outcome strategy. IJUL's main advantage is its defined downside protection; its disadvantage is the capped upside potential and the complexity of its structure.
Financial Performance
Historical Performance: Historical performance data not available in this format.
Benchmark Comparison: Performance should be compared to the MSCI EAFE Price Index, taking into account the defined outcome strategy's capped upside and downside buffer.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume of IJUL provides acceptable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread of IJUL reflects typical trading costs for ETFs of its size and structure.
Market Dynamics
Market Environment Factors
Economic conditions in developed international markets, interest rates, and investor sentiment towards international equities influence IJUL.
Growth Trajectory
The growth trajectory of IJUL depends on investor demand for defined outcome investment solutions and the performance of international developed equity markets. Changes to holdings occur as the options contracts are rolled.
Moat and Competitive Advantages
Competitive Edge
IJUL's competitive edge lies in its defined outcome strategy, which provides investors with pre-determined downside protection and upside participation. This makes it attractive to risk-averse investors seeking exposure to international developed equities with a known risk profile. The defined outcome approach offers a unique selling point compared to traditional market-cap weighted ETFs. IJUL caters to investors who prioritize downside protection and predictable returns.
Risk Analysis
Volatility
IJUL's volatility is managed through the defined outcome strategy, offering a potentially lower volatility compared to the underlying index, but with a cap on potential gains.
Market Risk
Market risk is present through exposure to the MSCI EAFE Price Index; however, the defined outcome strategy provides a buffer against a certain level of losses.
Investor Profile
Ideal Investor Profile
IJUL is suitable for investors who want exposure to international developed equities with a specific level of downside protection and are comfortable with a capped upside potential.
Market Risk
IJUL may be best suited for long-term investors seeking defined risk parameters rather than active traders or passive index followers.
Summary
The Innovator International Developed Power Buffer ETF - July (IJUL) offers a defined outcome strategy tied to the MSCI EAFE Index, providing a buffer against losses while participating in potential gains up to a cap. Its structure utilizes FLEX Options, making it different from traditional ETFs. The fund suits risk-averse investors looking for international developed market exposure with pre-defined risk parameters. However, investors should understand the capped upside potential and the expense ratio associated with this strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Innovator ETFs website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified 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 - Innovator International Developed Power Buffer ETF - July
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 in FLexible EXchange® Options ("FLEX Options") that reference the iShares MSCI EAFE ETF. FLEX Options are exchange-traded options contracts with uniquely customizable terms. Although guaranteed for settlement by the Options Clearing Corporation (the "OCC"), FLEX Options are still subject to counterparty risk with the OCC and may be less liquid than more traditional exchange-traded options. The fund is non-diversified.
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