AOCT vs LGDX
Innovator Equity Defined Protection ETF - 2 Yr to October 2028 vs Intech S&P Large Cap Diversified Alpha ETF
Which is better, AOCT or LGDX?
LGDX has been ahead.
LGDX has a lower expense ratio. LGDX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93.
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 | LGDX |
|---|---|---|
| Expense Ratio | 0.79% | 0.25%Best |
| AUM | $61M | $147M |
| Dividend Yield | 0.00% | 0.47% |
| Holdings | 15 | 590 |
| YTD Return | +4.93% | +11.53%Best |
| 1Y Return | +6.19% | +14.44%Best |
| Volatility (annualized) | 2.6%Best | 12.5% |
| Max Drawdown | -3.4%Best | -15.8% |
| $10,000 over 1.6 years | $11,068 | $12,640Best |
| Fund Family | Innovator ETFs Trust | Intech ETF |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 2, 2024 | Mar 1, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 28, 2025 to Oct 14, 2026 (1.6 years).
AOCT vs LGDX 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 1.6 years both funds cover.
AOCT vs LGDX Performance
Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) is an ETF from Innovator ETFs Trust and Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF. Over the past year AOCT returned +6.19% while LGDX returned +14.44%. Year to date, AOCT is up 4.93% versus a gain of 11.53% for LGDX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LGDX has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 2.6% 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 -3.4% for AOCT and -15.8% for LGDX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
AOCT charges 0.79% per year while LGDX charges 0.25%. On a $10,000 position that is $79 vs $25 annually, a gap of $54 per year that compounds over a long holding period. On income, AOCT currently yields 0.00% against 0.47% for LGDX.
Holdings Overlap
We hold position weights for 1 holding in AOCT and 295 in LGDX, totalling 97.9% and 100.0% 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 295 in LGDX, against full books of 15 and 590.
You are not choosing between two funds in isolation.
Whichever of AOCT and LGDX 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 LGDX?
AOCT has an expense ratio of 0.79% while LGDX charges 0.25%. LGDX is the cheaper option, by $54 a year on a $10,000 investment.
Which performed better, AOCT or LGDX?
Over the past year AOCT returned +6.19% vs +14.44% for LGDX, so LGDX leads on 1-year performance. Over the longest common window we track (2 years), AOCT annualized +6.55% vs +15.77% for LGDX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AOCT or LGDX?
LGDX has been the more volatile fund at 12.5% annualized versus 2.6% for AOCT. Worst drawdown: AOCT -3.4% vs LGDX -15.8%.
Should I hold both AOCT and LGDX?
AOCT and LGDX have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, AOCT or LGDX?
AOCT yields 0.00% while LGDX yields 0.47%, so LGDX currently pays the higher dividend yield.
Is LGDX better than AOCT?
LGDX has a lower expense ratio. LGDX led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. Which one suits a particular account depends on what it is for. This is information, not a recommendation.