SFLR vs ZOCT
Innovator Equity Managed Floor ETF vs Innovator Equity Defined Protection ETF - 1 Yr October
Which is better, SFLR or ZOCT?
SFLR has been ahead.
ZOCT has a lower expense ratio. SFLR 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 | SFLR | ZOCT |
|---|---|---|
| Expense Ratio | 0.89% | 0.79%Best |
| AUM | $2.3B | $105M |
| Dividend Yield | 0.24% | 0.00% |
| Holdings | 576 | 15 |
| YTD Return | +7.06%Best | +5.25% |
| 1Y Return | +10.25%Best | +6.24% |
| 3Y Return (annualized) | +15.43% | - |
| Volatility (annualized) | 8.8% | 2.4%Best |
| Max Drawdown | -12.1% | -3.2%Best |
| $10,000 over 2 years | $12,526Best | $11,238 |
| Fund Family | Innovator ETFs Trust | Innovator ETFs Trust |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 8, 2022 | Oct 1, 2024 |
Not shown on this pair: 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).
SFLR 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.
SFLR vs ZOCT Performance
Innovator Equity Managed Floor ETF (SFLR) 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 SFLR returned +10.25% while ZOCT returned +6.24%. Year to date, SFLR is up 7.06% versus a gain of 5.25% for ZOCT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SFLR has been the more volatile fund, with annualized monthly volatility of 8.8% 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 -12.1% for SFLR 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SFLR charges 0.89% per year while ZOCT charges 0.79%. On a $10,000 position that is $89 vs $79 annually, a gap of $10 per year that compounds over a long holding period. On income, SFLR currently yields 0.24% against 0.00% for ZOCT.
Holdings Overlap
We hold position weights for 183 holdings in SFLR and 1 in ZOCT, totalling 97.3% and 99.3% 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 183 positions we hold weights for in SFLR and 1 in ZOCT, against full books of 576 and 15.
You are not choosing between two funds in isolation.
Whichever of SFLR 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, SFLR or ZOCT?
SFLR has an expense ratio of 0.89% while ZOCT charges 0.79%. ZOCT is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, SFLR or ZOCT?
Over the past year SFLR returned +10.25% vs +6.24% for ZOCT, so SFLR leads on 1-year performance. Over the longest common window we track (2 years), SFLR annualized +11.92% vs +6.01% for ZOCT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SFLR or ZOCT?
SFLR has been the more volatile fund at 8.8% annualized versus 2.4% for ZOCT. Worst drawdown: SFLR -12.1% vs ZOCT -3.2%.
Should I hold both SFLR and ZOCT?
SFLR and ZOCT have a monthly-return correlation of 0.89, 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, SFLR or ZOCT?
SFLR yields 0.24% while ZOCT yields 0.00%, so SFLR currently pays the higher dividend yield.
Is ZOCT better than SFLR?
ZOCT has a lower expense ratio. SFLR 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.