XBJL

Innovator$40.74-0.04 (-0.10%)
AUM $76.2MER 0.79%NAV $40.63Holdings 7

Price Chart

Key Statistics

Previous Close

$40.78

Day Range

$40.74$40.74

52-Week Range

$36.81$40.93

Avg Volume

4.5K

Dividend Yield

Expense Ratio

0.79%

AUM

$76.2M

Shares Outstanding

3.1M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology38.61%
Financial Services11.41%
Communication Services9.91%
Consumer Cyclical9.51%
Healthcare8.90%
Industrials8.46%
Consumer Defensive4.53%
Energy2.98%
Utilities2.20%
Real Estate1.83%
Basic Materials1.66%

Country Allocation

CountryWeight %
United States99.00%
Other1.00%

Fund Information

Issuer
Innovator
Category
Technology
Inception Date
Jun 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 Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$889.43B
SPYState Street SPDR S&P 500 ETF$820.11B
QQQInvesco QQQ Trust, Series 1$485.37B

The Innovator U.S. Equity Accelerated 9 Buffer ETF (XBJL) is an exchange-traded fund issued by Innovator that launched on Jun 30, 2021. It currently manages $76.2M 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 ETF99.00%107,576$75.4M
2VOO 06/30/2027 686.82 C9.38%1,098$7.1M
3VOO 06/30/2027 686.82 P4.45%1,098$3.4M
4US BANK MMDA - USBGFS 9 09/01/20370.26%199,081$199K
5VOO 06/30/2027 714.29 C0.14%22$105K
6Cash & Other-0.05%-35,574$-35574
7VOO 06/30/2027 714.29 P-0.11%-22$-87433
8VOO 06/30/2027 625 P-2.56%-1,098$-1953385
9VOO 06/30/2027 734.34 C-10.50%-2,198$-7996126

Detailed Returns

PeriodReturnETF
1D
-0.10%
1W
+0.15%
1M
+2.23%
3M
+2.31%
6M
+5.65%
YTD
+6.34%
1Y
+10.37%
3Y
+41.17%
5Y
+55.26%

Moving Averages

20-Day MA

$40.63

Above 20-Day MA
50-Day MA

$40.23

Above 50-Day MA
200-Day MA

$38.97

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$40.93

Current Price

$40.74

52-Week Low

$36.81

$36.81$40.93

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricXBJLTechnology(1499 ETFs)Buffer(249 ETFs)
Fund Info
Expense Ratio0.79%0.60%0.74%
AUM$76.2M$7.66B$340.4M
Dividend Yield3.03%14.07%
Avg Volume4.5K588.2K26.2K
Holdings721513
Performance
1-Month Return+1.62%+4.68%+1.37%
6-Month Return+4.87%+12.96%+6.06%
YTD Return+6.60%+13.86%+7.59%
1-Year Return+7.55%+12.60%+8.13%

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