XDSQ
Innovator U.S. Equity Accelerated ETF - Quarterly
📎 Investment Objective
The Innovator U.S. Equity Accelerated ETF - Quarterly (XDSQ) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the S&P 500 Price Return Index.
Overview
ETF tracking Innovator U.S. Equity Accelerated ETF - Quarterly
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Innovator U.S. Equity Accelerated ETF - Quarterly (XDSQ) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the S&P 500 Price Return Index.
🎯 Investment Strategy
The ETF uses a proprietary options-based strategy to provide accelerated exposure to the S&P 500 index, with the goal of outperforming the index over a full market cycle. The fund invests in a portfolio of FLexible EXchange (FLEX) Options that are designed to provide returns linked to the S&P 500 index.
✨ Key Features
- Seeks to provide accelerated exposure to the S&P 500 index
- Uses an options-based strategy to potentially outperform the underlying index
- Quarterly reset period to adjust the options portfolio
- Expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's shares will fluctuate with changes in the value of the S&P 500 index
- Options risk: The use of options exposes the fund to additional risks such as implied volatility, time value, and counterparty risk
- Liquidity risk: The ETF may have difficulty trading certain FLEX Options, which could impact performance
- Tracking error risk: The fund's returns may not precisely match the performance of the S&P 500 index
👤 Best For
The Innovator U.S. Equity Accelerated ETF - Quarterly may be suitable for investors seeking exposure to the U.S. equity market with the potential for accelerated returns, and who have a higher risk tolerance and longer investment horizon to withstand the volatility associated with an options-based strategy.