OCTW vs VXUS
AllianzIM US Equity Buffer20 Oct ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | OCTW | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.05% | |
| AUM | $323M | $158.1B | |
| Dividend Yield | 0.00% | 2.59% | |
| Holdings | 5 | 8,747 | |
| YTD Return | +6.66% | +15.23% | |
| 1Y Return | +10.48% | +26.78% | |
| 3Y Return (annualized) | +10.71% | +20.86% | |
| 5Y Return (annualized) | +9.12% | +9.66% | |
| Volatility (annualized) | 5.1% | 15.1% | |
| Max Drawdown | -8.4% | -39.9% | |
| Fund Family | AllianzIM | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Sep 30, 2020 | Jan 26, 2011 |
OCTW vs VXUS Performance
AllianzIM US Equity Buffer20 Oct ETF (OCTW) is a ETF from AllianzIM and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OCTW returned +10.48% while VXUS returned +26.78%. Year to date, OCTW is up 6.66% versus a gain of 15.23% for VXUS.
Over three years, OCTW compounded at +10.71% per year against +20.86% for VXUS; over five years the annualized figures are +9.12% and +9.66% respectively. Across the full 6-year window we track, OCTW has the edge at +9.06% annualized vs +4.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.1% for OCTW. 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 -8.4% for OCTW and -39.9% for VXUS. 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OCTW charges 0.74% per year while VXUS charges 0.05%. On a $10,000 position that is $74 vs $5 annually, a gap of $69 per year that compounds over a long holding period. On income, OCTW currently yields 0.00% against 2.59% for VXUS.
Frequently Asked Questions
Which is cheaper, OCTW or VXUS?
OCTW has an expense ratio of 0.74% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, OCTW or VXUS?
Over the past year OCTW returned +10.48% vs +26.78% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), OCTW annualized +9.06% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, OCTW or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 5.1% for OCTW. Worst drawdown: OCTW -8.4% vs VXUS -39.9%.
Should I hold both OCTW and VXUS?
OCTW and VXUS have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, OCTW or VXUS?
OCTW yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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