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XIMR
-0.02 · -0.07%
$31.07 · BATS

FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) ETF Analysis | Defined Outcome

First Trust · USA
AUM:$32.6M
#– 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 6.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is XIMR?

Under normal market conditions, the fund will invest substantially all of its assets in FLexible EXchange® Options ("FLEX Options") that reference the price performance of the Underlying ETF and short-term (one year or less) U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
XIMR returned 6.6% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Notable Dividend Yield
Current yield of 6.40% provides a meaningful income component alongside market exposure.
ETF Information
AUM$32.6M
Expense Ratio0.85%
Dividend Yield6.40%
Holdings1
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta–
CategoryDefined Outcome
CurrencyUSD
Portfolio Impact

How would XIMR affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.4%
1Y
+5.0%
3Y
+16.0%
5Y
+16.0%
OpenBook InsightIf you had invested £10,000 in XIMR 5 years ago, it would have grown to £11,599 — a gain of £1,599.

Annual Returns

Calendar year performance

XIMR delivered positive returns in 3 of the last 3 calendar years.
YearXIMR
2026 YTD+3.0%
2025+6.8%
2024+5.4%
CAGR 2yr+6.1%
3/3 positive yearsAvg return: +5.1%Worst year: +3.0% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
2.3%
Low
Momentum
+0.2%
30-day change
Support Level
31.32
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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