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KOCT
+2.02 · +6.24%
$34.40 · BATS

Innovator Russell 2000 Power Buffer ETF (KOCT) ETF Analysis | Defined Outcome

Innovator ETFs · USA
AUM:$142.0M
#– of – in Defined Outcome ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.79% — above average for this category.

What is KOCT?

The fund has adopted a policy pursuant to Rule 35d-1 under the 1940 Act to invest, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to the iShares Russell 2000 ETF (the "Underlying ETF").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
KOCT delivered 15.0% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.79% is above average. Verify whether the strategy justifies the cost.
ETF Information
AUM$142.0M
Expense Ratio0.79%
Dividend Yield0.00%
Holdings1
Inception DateSept 2019
Domicile–
Distribution–
Index–
ProviderInnovator ETFs
Beta0.76
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+9.5%
1Y
+18.0%
3Y
+39.9%
5Y
+41.4%
OpenBook InsightIf you had invested £10,000 in KOCT 5 years ago, it would have grown to £14,138 — a gain of £4,138.

Annual Returns

Calendar year performance

KOCT delivered positive returns in 4 of the last 5 calendar years.
YearKOCT
2026 YTD+12.3%
2025+10.2%
2024+11.4%
2023+9.5%
2022-8.4%
CAGR 4yr+5.4%
4/5 positive yearsAvg return: +7.0%Worst year: -8.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
4.0%
Low
Momentum
+1.8%
30-day change
Support Level
37.68
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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