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ZOCT vs LGH

Innovator Equity Defined Protection ETF - 1 Yr October vs HCM Defender 500 Index ETF

ZOCT

Innovator Equity Defined Protection ETF - 1 Yr October

Innovator ETFs

Annual cost

0.79%

Fund size

$115M

LGH

HCM Defender 500 Index ETF

Howard Capital Management

Annual cost

1.00%

Fund size

$555M

Key differences

  • ZOCT costs 0.21% less per year.
  • LGH is significantly larger than ZOCT — larger funds tend to be more liquid and less likely to close.
  • ZOCT follows a structured outcome strategy; LGH uses tactical allocation.
  • LGH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ZOCTLGH
Annual cost (TER)0.79%1.00%
Fund size (AUM)$115M$555M
Since20242019
Dividend yield0.00%0.39%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcometactical allocation
CAGR 1Y+7.7%+27.9%
CAGR 3YN/A+21.8%
CAGR 5YN/A+11.5%
Sharpe 3YN/A1.04
Volatility 1Y2.27%15.64%
Max drawdown-3.18%-29.60%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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