GOCT
FT Vest U.S. Equity Moderate Buffer ETF - October
📎 Investment Objective
The FT Vest U.S. Equity Moderate Buffer ETF - October seeks to provide investors with a buffer against downside losses in the U.S. equity market while participating in some of the upside potential.
Overview
ETF tracking FT Vest U.S. Equity Moderate Buffer ETF - October
Performance
Price Chart
Investment Summary
📎 Investment Objective
The FT Vest U.S. Equity Moderate Buffer ETF - October seeks to provide investors with a buffer against downside losses in the U.S. equity market while participating in some of the upside potential.
🎯 Investment Strategy
The ETF invests in a portfolio of U.S. equity securities and uses options strategies to provide a buffer against the first 10-15% of losses in the underlying equity portfolio. This buffer resets annually in October.
✨ Key Features
- Provides a buffer against the first 10-15% of losses in the U.S. equity market
- Resets the buffer annually in October
- Participates in some of the upside potential of the U.S. equity market
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk - The ETF's performance is tied to the U.S. equity market, which can be volatile
- Option strategy risk - The options used to provide the buffer expose the fund to the risks of the options market
- Reset risk - The buffer resets annually, so investors may not be protected from losses exceeding the buffer in a given year
- Limited performance history - This is a new ETF with no long-term track record
👤 Best For
This ETF may be suitable for investors seeking U.S. equity exposure with some downside protection, particularly those with a moderate risk tolerance and a time horizon of at least 3-5 years. However, the limited performance history means it may not be appropriate for all investors.