GAPR
FT Vest U.S. Equity Moderate Buffer ETF - April
📎 Investment Objective
The FT Vest U.S. Equity Moderate Buffer ETF - April seeks to provide investors with moderate upside exposure to the U.S. equity market while aiming to limit downside risk during market declines.
Overview
ETF tracking FT Vest U.S. Equity Moderate Buffer ETF - April
Performance
Price Chart
Investment Summary
📎 Investment Objective
The FT Vest U.S. Equity Moderate Buffer ETF - April seeks to provide investors with moderate upside exposure to the U.S. equity market while aiming to limit downside risk during market declines.
🎯 Investment Strategy
The ETF uses a buffer strategy that aims to provide a level of protection against the first 10-15% of losses in the underlying U.S. equity index, while allowing investors to participate in a portion of the index's gains. The fund invests in a portfolio of equity securities and options contracts to implement this strategy.
✨ Key Features
- Moderate upside exposure to U.S. equities with a buffer against initial market declines
- Resets buffer protection annually in April
- Expense ratio of 0.00%
- Low assets under management as a new fund
⚠️ Primary Risks
- Market risk: The ETF's performance is tied to the U.S. equity market, and it will be subject to the same volatility and downside risk as the underlying index
- Derivative risk: The use of options contracts introduces additional complexity and risk compared to a traditional equity fund
- Limited performance history: As a new fund, there is limited data on how the strategy will perform over time
- Liquidity risk: Low assets under management may result in lower trading volume and less liquidity
👤 Best For
This ETF may be suitable for investors seeking moderate equity exposure with some downside protection, particularly those with a medium-term investment horizon and moderate risk tolerance. However, the limited performance history and low assets under management mean it may not be appropriate for all investors.