OCTB vs VTI

OCTB vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricOCTBVTIWinner
Expense Ratio0.25%0.03%
AUM$45M$666.9B
Dividend Yield0.00%1.07%
Holdings53,543
YTD Return+9.17%+13.86%
1Y Return-+20.74%
3Y Return (annualized)-+21.66%
5Y Return (annualized)-+11.90%
Volatility (annualized)-15.3%
Max Drawdown-4.8%-56.6%
Fund FamilyAptus ETFsVanguard (US)
CategoryAlternativeEquity
InceptionOct 13, 2025May 24, 2001

OCTB vs VTI Performance

Aptus October Buffer ETF (OCTB) is a ETF from Aptus ETFs and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, OCTB is up 9.17% versus a gain of 13.86% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.8% for OCTB and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

OCTB charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, OCTB currently yields 0.00% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, OCTB or VTI?

OCTB has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which pays a higher dividend, OCTB or VTI?

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

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