BSEP Fund Comparisons

BSEP is shown with FundQuant's current comparable-fund evidence. Current comparable funds include BAUG, IWV, SCHB. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
BSEP
Name
Innovator U.S. Equity Buffer ETF - September
Type
1940 Act ETF
Originator
Innovator
Asset class
equity
Net expense ratio
0.79%
AUM
$211.8M

Comparable Funds

FundQuant reviewed 1,816 active searchable funds, 549 ETFs, 1,253 mutual funds and returned 3 comparable funds for BSEP.

  1. BAUG - Innovator U.S. Equity Buffer ETF - August (1940 Act ETF; Innovator; equity; Closest Fit; fit score 94)
  2. IWV - iShares Russell 3000 ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 85)
  3. SCHB - Schwab U.S. Broad Market ETF (1940 Act ETF; Schwab; equity; Closest Fit; fit score 85)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/BSEP/comps