Screener
ZOCT vs VRIG
Innovator Equity Defined Protection ETF - 1 Yr October vs Invesco Variable Rate Investment Grade ETF
Key differences
- VRIG costs 0.49% less per year.
- VRIG is significantly larger than ZOCT — larger funds tend to be more liquid and less likely to close.
- ZOCT is classified as alternative, while VRIG is fixed income — different risk/return profiles.
- ZOCT follows a structured outcome strategy; VRIG uses active selection.
- VRIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ZOCT | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.30% |
| Fund size (AUM) | $115M | $1.5B |
| Since | 2024 | 2016 |
| Dividend yield | 0.00% | 4.86% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | structured outcome | active selection |
| CAGR 1Y | +7.7% | +5.1% |
| CAGR 3Y | N/A | +6.1% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | N/A | 2.90 |
| Volatility 1Y | 2.27% | 0.50% |
| Max drawdown | -3.18% | -13.04% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ZOCT and VRIG
Explore further