Screener
IIGD vs ZOCT
Invesco Investment Grade Defensive ETF vs Innovator Equity Defined Protection ETF - 1 Yr October
Key differences
- IIGD costs 0.66% less per year.
- ZOCT is significantly larger than IIGD — larger funds tend to be more liquid and less likely to close.
- IIGD is classified as fixed income, while ZOCT is alternative — different risk/return profiles.
- IIGD follows a index tracking strategy; ZOCT uses structured outcome.
- IIGD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IIGD | ZOCT | |
|---|---|---|
| Annual cost (TER) | 0.13% | 0.79% |
| Fund size (AUM) | $31M | $115M |
| Since | 2018 | 2024 |
| Dividend yield | 4.27% | 0.00% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | index tracking | structured outcome |
| CAGR 1Y | +4.6% | +7.7% |
| CAGR 3Y | +4.8% | N/A |
| CAGR 5Y | +1.6% | N/A |
| Sharpe 3Y | 0.39 | N/A |
| Volatility 1Y | 2.33% | 2.27% |
| Max drawdown | -11.48% | -3.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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