AOCT vs GGM
Innovator Equity Defined Protection ETF - 2 Yr to October 2028 vs GGM Macro Alignment ETF
Which is better, AOCT or GGM?
Each has led over a different period.
AOCT has a lower expense ratio. AOCT led over the full window, GGM over 1Y.
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
| Metric | AOCT | GGM |
|---|---|---|
| Expense Ratio | 0.79%Best | 0.94% |
| AUM | $61M | $20M |
| Dividend Yield | 0.00% | 1.40% |
| Holdings | 15 | 10 |
| YTD Return | +4.93% | +11.45%Best |
| 1Y Return | +6.19% | +13.37%Best |
| 3Y Return (annualized) | - | +8.70% |
| Volatility (annualized) | 2.5%Best | 12.2% |
| Max Drawdown | -3.7%Best | -19.7% |
| $10,000 over 2 years | $11,185Best | $10,615 |
| Fund Family | Innovator ETFs Trust | GGM Wealth Advisors |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 2, 2024 | Sep 25, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 1, 2024 to Oct 14, 2026 (2 years).
AOCT vs GGM 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 covers the 2 years both funds cover.
AOCT vs GGM Performance
Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) is an ETF from Innovator ETFs Trust and GGM Macro Alignment ETF (GGM) is an ETF from GGM Wealth Advisors. Over the past year AOCT returned +6.19% while GGM returned +13.37%. Year to date, AOCT is up 4.93% versus a gain of 11.45% for GGM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GGM has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 2.5% for AOCT. 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 -3.7% for AOCT and -19.7% for GGM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
AOCT charges 0.79% per year while GGM charges 0.94%. On a $10,000 position that is $79 vs $94 annually, a gap of $15 per year that compounds over a long holding period. On income, AOCT currently yields 0.00% against 1.40% for GGM.
Holdings Overlap
We hold position weights for 1 holding in AOCT and 5 in GGM, totalling 97.9% and 98.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in AOCT and 5 in GGM, against full books of 15 and 10.
You are not choosing between two funds in isolation.
Whichever of AOCT and GGM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AOCT or GGM?
AOCT has an expense ratio of 0.79% while GGM charges 0.94%. AOCT is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, AOCT or GGM?
Over the past year AOCT returned +6.19% vs +13.37% for GGM, so GGM leads on 1-year performance. Over the longest common window we track (2 years), AOCT annualized +5.76% vs +3.03% for GGM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AOCT or GGM?
GGM has been the more volatile fund at 12.2% annualized versus 2.5% for AOCT. Worst drawdown: AOCT -3.7% vs GGM -19.7%.
Should I hold both AOCT and GGM?
AOCT and GGM have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, AOCT or GGM?
AOCT yields 0.00% while GGM yields 1.40%, so GGM currently pays the higher dividend yield.
Is GGM better than AOCT?
AOCT has a lower expense ratio. AOCT led over the full window, GGM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.