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Upturn AI SWOT - About
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF (BOUT)
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Upturn Advisory Summary
04/01/2025: BOUT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.17% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2624 | Beta 1.05 | 52 Weeks Range 32.34 - 42.17 | Updated Date 04/1/2025 |
52 Weeks Range 32.34 - 42.17 | Updated Date 04/1/2025 |
Upturn AI SWOT
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
ETF Overview
Overview
The Innovator IBD Breakout Opportunities ETF (BOUT) seeks to provide investment results that, before fees and expenses, correspond to the performance of the IBD Breakout Stocks Index. It focuses on identifying stocks showing potential for significant price breakouts based on IBD's proprietary ratings.
Reputation and Reliability
Innovator ETFs is known for its defined outcome ETFs and innovative investment strategies. They are generally considered a reliable issuer.
Management Expertise
Innovator ETFs has a team with experience in developing and managing structured investment products.
Investment Objective
Goal
To track the performance of the IBD Breakout Stocks Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the IBD Breakout Stocks Index, which identifies stocks exhibiting characteristics of potential breakouts based on IBD's proprietary ratings and screens.
Composition The ETF primarily holds a portfolio of common stocks selected based on the IBD Breakout Stocks Index methodology.
Market Position
Market Share: Information on the ETF's precise market share is difficult to determine without specific fund flow data but will be very low given its niche strategy.
Total Net Assets (AUM): 9550000
Competitors
Key Competitors
- MTUM
- QUAL
- IWF
- VUG
Competitive Landscape
The competitive landscape features broad growth and momentum ETFs. BOUT differentiates itself by its use of IBD's proprietary ratings to target breakout stocks, offering a more specific approach than broader momentum or growth funds. Competitors offer larger AUM, greater liquidity and lower fees.
Financial Performance
Historical Performance: Historical performance data varies. Refer to official fund documentation for specifics.
Benchmark Comparison: Performance should be compared to the IBD Breakout Stocks Index to evaluate tracking effectiveness.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, potentially impacting execution costs.
Bid-Ask Spread
The bid-ask spread may be wider due to lower trading volume, increasing trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and investor sentiment towards growth stocks influence BOUT's performance.
Growth Trajectory
The growth trajectory depends on the continued success of the IBD Breakout Stocks Index methodology in identifying profitable breakout opportunities. Changes to the underlying index methodology can impact holdings.
Moat and Competitive Advantages
Competitive Edge
BOUTu2019s competitive advantage lies in its use of IBD's proprietary ratings, which offer a unique approach to identifying potential breakout stocks. This differentiates it from generic growth or momentum ETFs. It specifically targets stocks showing a high probability of price breakouts. However, this advantage is reliant on the effectiveness of the IBD methodology and the willingness of investors to pay a premium for this specific strategy.
Risk Analysis
Volatility
The ETF's volatility is expected to be high due to its focus on growth and breakout stocks.
Market Risk
The ETF is exposed to market risk, particularly related to the performance of growth stocks and the potential for the IBD Breakout Stocks Index methodology to underperform.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to potential breakout stocks, comfortable with higher risk and volatility, and familiar with IBD's investment methodology.
Market Risk
The ETF is best suited for active traders or investors with a high-risk tolerance seeking targeted exposure to potential breakout stocks rather than passive index followers.
Summary
The Innovator IBD Breakout Opportunities ETF (BOUT) offers a unique approach to growth investing by focusing on stocks identified as potential breakouts using IBD's proprietary ratings. It carries higher risk and volatility but aims to capture significant upside. With its higher expense ratio and niche focus, it is best suited for investors familiar with IBD's methodology and comfortable with active trading strategies. Given its low trading volume and AUM, it's important to be aware of the potential liquidity constraints.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
ONEQ
Fidelity® Nasdaq Composite Index® ETF
ONEQ
Fidelity® Nasdaq Composite Index® ETF
QQQM
Invesco NASDAQ 100 ETF
QQQM
Invesco NASDAQ 100 ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Innovator ETFs website
- IBD Breakout Stocks Index documentation
- Financial data providers (e.g., Bloomberg, Yahoo Finance)
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its net assets (including borrowings for investment purposes) in the equity securities that comprise the index. The index seeks to provide opportunistic investment exposure to those stocks with the potential to break out, or experience a period of sustained price growth beyond the stock"s recent "resistance level," with consideration for various market conditions. The fund is non-diversified.
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