UOCT vs VXUS
UOCT vs VXUS
Innovator US Equity Ultra Buffer ETF - October 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 7861 holdings.
Side-by-Side Comparison
| Metric | UOCT | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.05% | |
| AUM | $179M | $156.5B | |
| Dividend Yield | 0.00% | 2.60% | |
| Holdings | 6 | 8,747 | |
| YTD Return | +7.04% | +14.57% | |
| 1Y Return | +11.80% | +27.82% | |
| 3Y Return (annualized) | +11.64% | +19.27% | |
| 5Y Return (annualized) | +8.58% | +9.28% | |
| Volatility (annualized) | 6.7% | 15.1% | |
| Max Drawdown | -13.7% | -39.9% | |
| Fund Family | Innovator ETFs Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Sep 28, 2018 | Jan 26, 2011 |
UOCT vs VXUS Performance
Innovator US Equity Ultra Buffer ETF - October (UOCT) is a ETF from Innovator ETFs Trust and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year UOCT returned +11.80% while VXUS returned +27.82%. Year to date, UOCT is up 7.04% versus a gain of 14.57% for VXUS.
Over three years, UOCT compounded at +11.64% per year against +19.27% for VXUS; over five years the annualized figures are +8.58% and +9.28% respectively. Across the full 8-year window we track, UOCT has the edge at +7.33% annualized vs +4.86%. 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 6.7% for UOCT. 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 -13.7% for UOCT 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UOCT charges 0.79% per year while VXUS charges 0.05%. On a $10,000 position that is $79 vs $5 annually, a gap of $74 per year that compounds over a long holding period. On income, UOCT currently yields 0.00% against 2.60% for VXUS.
Frequently Asked Questions
Which is cheaper, UOCT or VXUS?
UOCT has an expense ratio of 0.79% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, UOCT or VXUS?
Over the past year UOCT returned +11.80% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (8 years), UOCT annualized +7.33% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, UOCT or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 6.7% for UOCT. Worst drawdown: UOCT -13.7% vs VXUS -39.9%.
Should I hold both UOCT and VXUS?
UOCT and VXUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, UOCT or VXUS?
UOCT yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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