EOCT vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricEOCTVTIWinner
Expense Ratio0.89%0.03%
AUM$104M$663.5B
Dividend Yield0.00%1.07%
Holdings63,543
YTD Return+8.06%+14.16%
1Y Return+20.34%+23.62%
3Y Return (annualized)+13.85%+21.43%
5Y Return (annualized)-+12.33%
Volatility (annualized)10.8%15.3%
Max Drawdown-20.4%-56.6%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionOct 1, 2021May 24, 2001

EOCT vs VTI Performance

Innovator Emerging Markets Power Buffer ETF - October (EOCT) is a ETF from Innovator ETFs Trust and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year EOCT returned +20.34% while VTI returned +23.62%. Year to date, EOCT is up 8.06% versus a gain of 14.16% for VTI.

Over three years, EOCT compounded at +13.85% per year against +21.43% for VTI. Across the full 5-year window we track, VTI has the edge at +8.14% annualized vs +6.86%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.8% for EOCT. 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 -20.4% for EOCT and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EOCT charges 0.89% per year while VTI charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, EOCT currently yields 0.00% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, EOCT or VTI?

EOCT has an expense ratio of 0.89% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, EOCT or VTI?

Over the past year EOCT returned +20.34% vs +23.62% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), EOCT annualized +6.86% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, EOCT or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 10.8% for EOCT. Worst drawdown: EOCT -20.4% vs VTI -56.6%.

Should I hold both EOCT and VTI?

EOCT and VTI have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, EOCT or VTI?

EOCT yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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