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CGUS vs ZOCT

Capital Group Core Equity ETF vs Innovator Equity Defined Protection ETF - 1 Yr October

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.3B

ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October

Annual cost

0.79%

Fund size

$115M

Key differences

  • CGUS costs 0.46% less per year.
  • CGUS is significantly larger than ZOCT — larger funds tend to be more liquid and less likely to close.
  • CGUS is classified as equity, while ZOCT is alternative — different risk/return profiles.
  • CGUS follows a active selection strategy; ZOCT uses structured outcome.

Side-by-side comparison

CGUSZOCT
Annual cost (TER)0.33%0.79%
Fund size (AUM)$10.3B$115M
Since20222024
Dividend yield0.90%0.00%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionstructured outcome
CAGR 1Y+29.2%+8.0%
CAGR 3Y+22.9%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.26N/A
Volatility 1Y12.48%2.27%
Max drawdown-22.15%-3.18%

Similar to CGUS and ZOCT