APOC vs ZOCT
Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct vs Innovator Equity Defined Protection ETF - 1 Yr October
Which is better, APOC or ZOCT?
ZOCT has been ahead.
ZOCT led over 1Y and the full window.
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 | APOC | ZOCT |
|---|---|---|
| Expense Ratio | 0.79%Tie | 0.79%Tie |
| AUM | $78M | $105M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 21 | 15 |
| YTD Return | +1.97% | +5.25%Best |
| 1Y Return | +3.05% | +6.24%Best |
| Volatility (annualized) | 3.5% | 2.4%Best |
| Max Drawdown | -4.2% | -3.2%Best |
| $10,000 over 2 years | $10,613 | $11,238Best |
| Fund Family | Innovator ETFs Trust | Innovator ETFs Trust |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 1, 2024 | Oct 1, 2024 |
Not shown on this pair: 3Y Return (annualized), 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).
APOC vs ZOCT 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.
APOC vs ZOCT Performance
Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct (APOC) is an ETF from Innovator ETFs Trust and Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT) is an ETF from Innovator ETFs Trust. Over the past year APOC returned +3.05% while ZOCT returned +6.24%. Year to date, APOC is up 1.97% versus a gain of 5.25% for ZOCT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
APOC has been the more volatile fund, with annualized monthly volatility of 3.5% compared with 2.4% for ZOCT. 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 -4.2% for APOC and -3.2% for ZOCT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
APOC charges 0.79% per year while ZOCT charges 0.79%. On a $10,000 position that is $79 vs $79 annually. On income, APOC currently yields 0.00% against 0.00% for ZOCT.
Holdings Overlap
We hold position weights for 1 holding in APOC and 1 in ZOCT, totalling 100.1% and 99.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 1 positions we hold weights for in APOC and 1 in ZOCT, against full books of 21 and 15.
Top Shared Holdings
| Stock | Weight in APOC | Weight in ZOCT | Difference |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | 100.07% | 99.31% | 0.76% |
You are not choosing between two funds in isolation.
Whichever of APOC and ZOCT 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, APOC or ZOCT?
APOC has an expense ratio of 0.79% while ZOCT charges 0.79%. At the precision these are quoted to, they cost the same.
Which performed better, APOC or ZOCT?
Over the past year APOC returned +3.05% vs +6.24% for ZOCT, so ZOCT leads on 1-year performance. Over the longest common window we track (2 years), APOC annualized +3.02% vs +6.01% for ZOCT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, APOC or ZOCT?
APOC has been the more volatile fund at 3.5% annualized versus 2.4% for ZOCT. Worst drawdown: APOC -4.2% vs ZOCT -3.2%.
Should I hold both APOC and ZOCT?
APOC and ZOCT have a monthly-return correlation of 0.87, 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, APOC or ZOCT?
APOC yields 0.00% while ZOCT yields 0.00%, so ZOCT currently pays the higher dividend yield.
Is ZOCT better than APOC?
ZOCT led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.