AOCT vs ZIG

AOCT vs ZIG

Which is better, AOCT or ZIG?

Each has led over a different period.

ZIG has a lower expense ratio. AOCT led over the full window, ZIG over 1Y.

Lower Fees: ZIGHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAOCTZIG
Expense Ratio0.79%0.75%Best
AUM$61M$30M
Dividend Yield0.00%1.70%
Holdings1597
YTD Return+4.93%+5.85%Best
1Y Return+6.19%+7.60%Best
3Y Return (annualized)-+10.04%
5Y Return (annualized)-+7.65%
Volatility (annualized)2.5%Best17.0%
Max Drawdown-3.7%Best-29.8%
$10,000 over 2 years$11,185Best$10,270
Fund FamilyInnovator ETFs TrustAcquirers Funds, LLC
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 2, 2024May 14, 2019

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 1, 2024 to Oct 14, 2026 (2 years).

AOCT vs ZIG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.

Compare AOCT against instead:AOCT vs SPYAOCT vs QQQAOCT vs VOOAOCT vs VTIZIG against:ZIG vs VXUS

AOCT vs ZIG Performance

Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) is an ETF from Innovator ETFs Trust and The Acquirers Fund ETF (ZIG) is an ETF from Acquirers Funds, LLC. Over the past year AOCT returned +6.19% while ZIG returned +7.60%. Year to date, AOCT is up 4.93% versus a gain of 5.85% for ZIG.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ZIG has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 2.5% for AOCT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -3.7% for AOCT and -29.8% for ZIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

AOCT charges 0.79% per year while ZIG charges 0.75%. On a $10,000 position that is $79 vs $75 annually, a gap of $4 per year that compounds over a long holding period. On income, AOCT currently yields 0.00% against 1.70% for ZIG.

Holdings Overlap

We hold position weights for 1 holding in AOCT and 32 in ZIG, totalling 97.9% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in AOCT and 32 in ZIG, against full books of 15 and 97.

You are not choosing between two funds in isolation.

Whichever of AOCT and ZIG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AOCTZIG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AOCT or ZIG?

AOCT has an expense ratio of 0.79% while ZIG charges 0.75%. ZIG is the cheaper option, by $4 a year on a $10,000 investment.

Which performed better, AOCT or ZIG?

Over the past year AOCT returned +6.19% vs +7.60% for ZIG, so ZIG leads on 1-year performance. Over the longest common window we track (2 years), AOCT annualized +5.76% vs +1.34% for ZIG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, AOCT or ZIG?

ZIG has been the more volatile fund at 17.0% annualized versus 2.5% for AOCT. Worst drawdown: AOCT -3.7% vs ZIG -29.8%.

Should I hold both AOCT and ZIG?

AOCT and ZIG have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AOCT or ZIG?

AOCT yields 0.00% while ZIG yields 1.70%, so ZIG currently pays the higher dividend yield.

Is ZIG better than AOCT?

ZIG has a lower expense ratio. AOCT led over the full window, ZIG over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.