AOCT vs RWLC

AOCT vs RWLC

Which is better, AOCT or RWLC?

RWLC has been ahead.

RWLC has a lower expense ratio. RWLC led over 1Y.

Lower Fees: RWLCHigher Returns (1Y): RWLC

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

MetricAOCTRWLC
Expense Ratio0.79%0.32%Best
AUM$61M$100M
Dividend Yield0.00%12.70%
Holdings15208
YTD Return+4.93%+18.51%Best
1Y Return+6.19%-
Fund FamilyInnovator ETFs TrustThe Advisors Inner Circle Fund
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 2, 2024Dec 15, 2021

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

AOCT vs RWLC 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare AOCT against instead:AOCT vs SPYAOCT vs QQQAOCT vs VOOAOCT vs VTIRWLC against:RWLC vs VXUS

AOCT vs RWLC Performance

Innovator Equity Defined Protection ETF - 2 Yr to October 2028 (AOCT) is an ETF from Innovator ETFs Trust and Rayliant NxtGen Multifactor US Equity ETF (RWLC) is an ETF from The Advisors Inner Circle Fund. Year to date, AOCT is up 4.93% versus a gain of 18.51% for RWLC.

Past performance does not guarantee future results.

Fees and Cost Over Time

AOCT charges 0.79% per year while RWLC charges 0.32%. On a $10,000 position that is $79 vs $32 annually, a gap of $47 per year that compounds over a long holding period. On income, AOCT currently yields 0.00% against 12.70% for RWLC.

Holdings Overlap

We hold position weights for 1 holding in AOCT and 101 in RWLC, 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 101 in RWLC, against full books of 15 and 208.

You are not choosing between two funds in isolation.

Whichever of AOCT and RWLC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AOCTRWLC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AOCT or RWLC?

AOCT has an expense ratio of 0.79% while RWLC charges 0.32%. RWLC is the cheaper option, by $47 a year on a $10,000 investment.

Which pays a higher dividend, AOCT or RWLC?

AOCT yields 0.00% while RWLC yields 12.70%, so RWLC currently pays the higher dividend yield.

Is RWLC better than AOCT?

RWLC has a lower expense ratio. RWLC led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.