OCTP vs VXUS

OCTP vs VXUS

Which is better, OCTP or VXUS?

Option Writing against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricOCTPVXUS
Expense Ratio0.50%0.05%Best
AUM$41M$163.2B
Dividend Yield0.00%2.34%
Holdings148,844
YTD Return+11.06%Best+10.00%
1Y Return+14.12%+17.01%Best
3Y Return (annualized)-+19.55%
5Y Return (annualized)-+8.55%
Volatility (annualized)6.6%Best11.5%
Max Drawdown-12.0%Best-13.6%
$10,000 over 2.4 years$13,449$14,386Best
Fund FamilyPGIM InvestmentsVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Blend
InceptionMay 17, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 17, 2024 to Oct 14, 2026 (2.4 years).

OCTP vs VXUS 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 2.4 years both funds cover.

OCTP vs VXUS Performance

PGIM S&P 500 Buffer 12 ETF - October (OCTP) is an ETF from PGIM Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OCTP returned +14.12% while VXUS returned +17.01%. Year to date, OCTP is up 11.06% versus a gain of 10.00% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 11.5% compared with 6.6% for OCTP. 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 -12.0% for OCTP and -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

OCTP charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, OCTP currently yields 0.00% against 2.34% for VXUS.

You are not choosing between two funds in isolation.

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

OCTPVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OCTP or VXUS?

OCTP has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, OCTP or VXUS?

Over the past year OCTP returned +14.12% vs +17.01% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), OCTP annualized +13.14% vs +16.36% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, OCTP or VXUS?

VXUS has been the more volatile fund at 11.5% annualized versus 6.6% for OCTP. Worst drawdown: OCTP -12.0% vs VXUS -13.6%.

Should I hold both OCTP and VXUS?

OCTP and VXUS have a monthly-return correlation of 0.60, 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, OCTP or VXUS?

OCTP yields 0.00% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.

Is VXUS better than OCTP?

VXUS has a lower expense ratio. VXUS 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.