EALT vs XBOC
Innovator US Equity 5 to 15 Buffer ETF - Quarterly vs Innovator US Equity Accelerated 9 Buffer ETF - October
Which is better, EALT or XBOC?
Each has led over a different period.
EALT has a lower expense ratio. EALT led over 3Y and the full window, XBOC 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 | EALT | XBOC |
|---|---|---|
| Expense Ratio | 0.69%Best | 0.79% |
| AUM | $189M | $64M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 23 | 21 |
| YTD Return | +3.94% | +9.12%Best |
| 1Y Return | +6.78% | +12.15%Best |
| 3Y Return (annualized) | +12.25%Best | +11.40% |
| 5Y Return (annualized) | - | +8.40% |
| Volatility (annualized) | 8.7% | 6.0%Best |
| Max Drawdown | -14.8% | -12.5%Best |
| $10,000 over 3 years | $14,322Best | $13,952 |
| Fund Family | Innovator ETFs Trust | Innovator ETFs Trust |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Oct 2, 2023 | Oct 1, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 2, 2023 to Oct 14, 2026 (3 years).
EALT vs XBOC 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 3 years both funds cover.
EALT vs XBOC Performance
Innovator US Equity 5 to 15 Buffer ETF - Quarterly (EALT) is an ETF from Innovator ETFs Trust and Innovator US Equity Accelerated 9 Buffer ETF - October (XBOC) is an ETF from Innovator ETFs Trust. Over the past year EALT returned +6.78% while XBOC returned +12.15%. Year to date, EALT is up 3.94% versus a gain of 9.12% for XBOC.
Over three years, EALT compounded at +12.25% per year against +11.40% for XBOC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EALT has been the more volatile fund, with annualized monthly volatility of 8.7% compared with 6.0% for XBOC. 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 -14.8% for EALT and -12.5% for XBOC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EALT charges 0.69% per year while XBOC charges 0.79%. On a $10,000 position that is $69 vs $79 annually, a gap of $10 per year that compounds over a long holding period. On income, EALT currently yields 0.00% against 0.00% for XBOC.
Holdings Overlap
We hold position weights for 1 holding in EALT and 1 in XBOC, totalling 100.0% and 99.2% 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 EALT and 1 in XBOC, against full books of 23 and 21.
Top Shared Holdings
| Stock | Weight in EALT | Weight in XBOC | Difference |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | 99.95% | 99.21% | 0.74% |
You are not choosing between two funds in isolation.
Whichever of EALT and XBOC 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, EALT or XBOC?
EALT has an expense ratio of 0.69% while XBOC charges 0.79%. EALT is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, EALT or XBOC?
Over the past year EALT returned +6.78% vs +12.15% for XBOC, so XBOC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EALT or XBOC?
EALT has been the more volatile fund at 8.7% annualized versus 6.0% for XBOC. Worst drawdown: EALT -14.8% vs XBOC -12.5%.
Should I hold both EALT and XBOC?
EALT and XBOC have a monthly-return correlation of 0.86, 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, EALT or XBOC?
EALT yields 0.00% while XBOC yields 0.00%, so XBOC currently pays the higher dividend yield.
Is XBOC better than EALT?
EALT has a lower expense ratio. EALT led over 3Y and the full window, XBOC over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.