HEDG vs OCT

HEDG vs OCT

Which is better, HEDG or OCT?

OCT costs less.

OCT has a lower expense ratio.

Lower Fees: OCT

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

MetricHEDGOCT
Expense Ratio0.96%0.50%Best
AUM$471M$5M
Dividend Yield2.78%0.00%
Holdings22-
YTD Return+6.82%Best-0.32%
1Y Return+9.40%-
Fund FamilyEquable SharesVanEck
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionOct 13, 2025Sep 30, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

HEDG vs OCT 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare HEDG against instead:HEDG vs SPYHEDG vs QQQHEDG vs VOOHEDG vs VTIOCT against:OCT vs VXUS

HEDG vs OCT Performance

Equable Shares Hedged Equity ETF (HEDG) is an ETF from Equable Shares and VanEck US Equity Buffer ETF - October (OCT) is an ETF from VanEck. Year to date, HEDG is up 6.82% versus a loss of 0.32% for OCT.

Past performance does not guarantee future results.

Fees and Cost Over Time

HEDG charges 0.96% per year while OCT charges 0.50%. On a $10,000 position that is $96 vs $50 annually, a gap of $46 per year that compounds over a long holding period. On income, HEDG currently yields 2.78% against 0.00% for OCT.

You are not choosing between two funds in isolation.

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

HEDGOCT

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Frequently Asked Questions

Which is cheaper, HEDG or OCT?

HEDG has an expense ratio of 0.96% while OCT charges 0.50%. OCT is the cheaper option, by $46 a year on a $10,000 investment.

Which pays a higher dividend, HEDG or OCT?

HEDG yields 2.78% while OCT yields 0.00%, so HEDG currently pays the higher dividend yield.

Is OCT better than HEDG?

OCT has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.