ZOCT vs IGI
Comparison between Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT, ETF) and Western Asset Investment Grade Defined Opportunity Trust Inc (IGI, ETF).
ZOCT vs IGI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ZOCT
$104M
IGI
$104M
Expense Ratio
ZOCT
0.79%
IGI
N/A
Max Drawdown
Winner
ZOCT
3.18%
IGI
37.46%
Sharpe Ratio
Winner
ZOCT
0.97
IGI
-0.23
5Y Beta
ZOCT
0.16
Winner
IGI
0.13
5Y Dividends CAGR
ZOCT
N/A
IGI
2.72%
ZOCT vs IGI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ZOCT
+0.45%
IGI
-0.09%
3M
Winner
ZOCT
+1.91%
IGI
-0.81%
6M
Winner
ZOCT
+3.09%
IGI
-0.66%
1Y
Winner
ZOCT
+6.02%
IGI
+2.08%
5Y(CAGR)
ZOCT
N/A
IGI
-1.48%
10Y(CAGR)
ZOCT
N/A
IGI
+1.61%
Max(CAGR)
Winner
ZOCT
+5.67%
IGI
+4.09%
ZOCT vs IGI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ZOCT | IGI |
|---|---|---|
| 2026 | +3.24% | -0.54% |
| 2025 | +6.28% | +6.25% |
| 2024 | +0.68% | -2.08% |
| 2023 | N/A | +8.33% |
| 2022 | N/A | -21.47% |
| 2021 | N/A | +1.86% |
| 2020 | N/A | +2.02% |
| 2019 | N/A | +30.79% |
| 2018 | N/A | -10.67% |
| 2017 | N/A | +17.39% |
| 2016 | N/A | +7.25% |
| 2015 | N/A | +2.91% |
| 2014 | N/A | +11.47% |
| 2013 | N/A | -7.47% |
| 2012 | N/A | +11.77% |
| 2011 | N/A | +16.98% |
| 2010 | N/A | +7.42% |
| 2009 | N/A | +1.53% |
ZOCT vs IGI Drawdown Comparison
The maximum drawdown for ZOCT was -3.18%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for IGI was -31.83%, occurring on Sep 30, 2022. This drawdown has not yet recovered.
The current ZOCT drawdown is -0.00%. The current IGI drawdown is -14.09%.
| Rank | ZOCT | IGI |
|---|---|---|
| #1 | -3.18% Feb 20, 2025 - May 15, 2025 | -31.83% Sep 21, 2021 - Sep 30, 2022 |
| #2 | -1.46% Feb 25, 2026 - Apr 9, 2026 | -29.54% Jan 10, 2020 - Jun 16, 2020 |
| #3 | -0.90% Oct 27, 2025 - Dec 22, 2025 | -20.24% Dec 29, 2017 - Jun 7, 2019 |
| #4 | -0.62% Dec 11, 2024 - Dec 26, 2024 | -18.01% Jan 10, 2013 - Dec 30, 2014 |
| #5 | -0.60% Oct 18, 2024 - Nov 7, 2024 | -13.15% Sep 27, 2016 - Aug 1, 2017 |
| #6 | -0.58% May 16, 2025 - Jun 2, 2025 | -12.89% Aug 14, 2020 - Sep 13, 2021 |
| #7 | -0.51% Dec 26, 2024 - Jan 16, 2025 | -11.87% Oct 20, 2010 - Jun 1, 2011 |
| #8 | -0.44% Jan 28, 2026 - Feb 9, 2026 | -10.70% Oct 9, 2012 - Dec 21, 2012 |
| #9 | -0.44% May 29, 2026 - Jun 15, 2026 | -9.94% Aug 19, 2011 - Dec 16, 2011 |
| #10 | -0.42% Jul 25, 2025 - Aug 8, 2025 | -8.13% Jan 23, 2012 - May 31, 2012 |
| #11 | -0.41% Oct 8, 2025 - Oct 20, 2025 | -7.92% Dec 1, 2015 - Mar 31, 2016 |
| #12 | -0.36% Jan 9, 2026 - Jan 26, 2026 | -6.19% Jun 17, 2020 - Jul 24, 2020 |
| #13 | -0.31% Jun 18, 2026 - Jun 30, 2026 | -6.09% Aug 3, 2009 - Dec 2, 2009 |
| #14 | -0.30% Feb 10, 2026 - Feb 25, 2026 | -5.90% May 1, 2015 - Oct 2, 2015 |
| #15 | -0.29% Jun 12, 2025 - Jun 23, 2025 | -5.72% Aug 1, 2017 - Dec 20, 2017 |
Correlation
Correlation between ZOCT and IGI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
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