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XBJL
+1.21 · +3.27%
$38.38 · BATS

Innovator U.S. Equity Accelerated 9 Buffer ETF - July (XBJL) ETF Analysis | Defined Outcome

Innovator ETFs · USA
AUM:$78.3M
#– 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 11.6% over the past year, showing positive momentum.

Cost Efficiency

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

What is XBJL?

under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in investments that provide exposure to the SPDR ® S&P 500 ® ETF Trust (the "Underlying ETF").

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XBJL returned 11.6% 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.
Concentrated Holdings
Top 10 holdings account for 278.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$78.3M
Expense Ratio0.79%
Dividend Yield0.00%
Holdings5
Inception DateJun 2021
Domicile–
Distribution–
Index–
ProviderInnovator ETFs
Beta0.44
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

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6168
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.1%
1Y
+10.5%
3Y
+40.6%
5Y
+55.9%
OpenBook InsightIf you had invested £10,000 in XBJL 5 years ago, it would have grown to £15,587 — a gain of £5,587.

Annual Returns

Calendar year performance

XBJL delivered positive returns in 4 of the last 5 calendar years.
YearXBJL
2026 YTD+6.9%
2025+12.1%
2024+11.9%
2023+19.8%
2022-5.2%
CAGR 4yr+9.3%
4/5 positive yearsAvg return: +9.1%Worst year: -5.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
6.5%
Low
Momentum
+2.6%
30-day change
Support Level
40.42
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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