DDEC vs FOCT

DDEC vs FOCT

Which is better, DDEC or FOCT?

FOCT has been ahead.

FOCT led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: FOCT

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

MetricDDECFOCT
Expense Ratio0.85%Tie0.85%Tie
AUM$429M$1.2B
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+8.60%+11.64%Best
1Y Return+11.78%+14.45%Best
3Y Return (annualized)+13.03%+13.82%Best
5Y Return (annualized)+8.79%+9.67%Best
Volatility (annualized)6.3%Best9.6%
Max Drawdown-10.2%Best-14.1%
$10,000 over 5 years$15,239$15,865Best
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionDec 18, 2020Oct 16, 2020

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 21, 2020 to Oct 9, 2026 (5.8 years).

DDEC vs FOCT 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 5.8 years both funds cover.

Compare DDEC against instead:DDEC vs SPYDDEC vs QQQDDEC vs VOODDEC vs VTIFOCT against:FOCT vs VXUS

DDEC vs FOCT Performance

FT Vest US Equity Deep Buffer ETF - December (DDEC) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Buffer ETF - October (FOCT) is an ETF from First Trust Portfolios (US). Over the past year DDEC returned +11.78% while FOCT returned +14.45%. Year to date, DDEC is up 8.60% versus a gain of 11.64% for FOCT.

Over three years, DDEC compounded at +13.03% per year against +13.82% for FOCT; over five years the annualized figures are +8.79% and +9.67% respectively. Across the full 6-year window we track, FOCT has the edge at +10.16% annualized vs +8.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FOCT has been the more volatile fund, with annualized monthly volatility of 9.6% compared with 6.3% for DDEC. 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 -10.2% for DDEC and -14.1% for FOCT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DDEC charges 0.85% per year while FOCT charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, DDEC currently yields 0.00% against 0.00% for FOCT.

You are not choosing between two funds in isolation.

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

DDECFOCT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DDEC or FOCT?

DDEC has an expense ratio of 0.85% while FOCT charges 0.85%. At the precision these are quoted to, they cost the same.

Which performed better, DDEC or FOCT?

Over the past year DDEC returned +11.78% vs +14.45% for FOCT, so FOCT leads on 1-year performance. Over the longest common window we track (6 years), DDEC annualized +8.67% vs +10.16% for FOCT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDEC or FOCT?

FOCT has been the more volatile fund at 9.6% annualized versus 6.3% for DDEC. Worst drawdown: DDEC -10.2% vs FOCT -14.1%.

Should I hold both DDEC and FOCT?

DDEC and FOCT have a monthly-return correlation of 0.88, 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, DDEC or FOCT?

DDEC yields 0.00% while FOCT yields 0.00%, so FOCT currently pays the higher dividend yield.

Is FOCT better than DDEC?

FOCT led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.