GOCT ranks 20th and CAUG 33rd of 51 funds in the S&P 500 Buffer 15% Category.
CAUG vs GOCT
CAUG −0.55pt a year
0.30%0.85%
GOCT 191.8×the volume
41078.6K
CAUG vs GOCT Performance
−0.4%+0.3%
- CAUG 0.30%, better
- GOCT 0.85%
- CAUG $1M
- GOCT $450M
- CAUG
- GOCT +9.9%
- CAUG 4
- GOCT 3
- CAUG 410 sh
- GOCT 78.6K sh, better
- CAUG $25.21
- GOCT $42.84
ETF.net Grade
| Pillar | CAUG | GOCT |
|---|---|---|
| Cost | A83Higher | F13 |
| Mission | ||
| Risk | C48 | C54Higher |
| Tradability | F14 | A79Higher |
| Holdings | C53 | |
| Durability | F2 | A70Higher |
Rank among S&P 500 Buffer 15% funds
Same Category. CAUG and GOCT are both graded against the same 51 S&P 500 Buffer 15% funds, so their Grades compare head to head.
Our read on each fund
CAUGC
GOCTC
In short
GOCT The October link in First Trust's moderate-buffer ladder: it follows the price moves of the SPDR S&P 500 ETF Trust and absorbs the first 15% of losses over a one-year stretch, in exchange for a cap on gains that resets every October.
Stated mandate
GOCT The Fund seeks to match the price return of the State Street SPDR S&P 500 ETF Trust, before fees and expenses, up to a 12.14% upside cap, while protecting the first 15% of losses during the October 20, 2025–October 16, 2026 outcome period.
Why people hold it
Worth knowing
CAUG vs GOCT Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
CAUG vs GOCT Cost
Overpaying GOCT vs CAUG
$10,050
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CAUG 0.30%
$6,149
GOCT 0.85%
$16,199
Cost over time
Year by year
| Year | CAUG | GOCT | Overpaying |
|---|---|---|---|
| 10 | $545 | $1,508 | $963 |
| 20 | $2,113 | $5,706 | $3,593 |
| 30 | $6,149 | $16,199 | $10,050 |
- 0.30%CAUG, cheaper
- 0.85%GOCT
- Middle half of S&P 500 Buffer 15% funds
- Median 0.79%
CAUG cheapest of 51 funds
GOCT 37th cheapest of 51 funds
CAUG vs GOCT Dividends
- CAUG None
- GOCT None
Distribution history
CAUG vs GOCT Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CAUG GOCT 5.8%
- Return per unit of risk
- CAUG GOCT 1.27
- Worst fall
- CAUG GOCT −10.5%
- Market sensitivity
- CAUG 0.00GOCT 0.46
CAUG and GOCT in the news
Popular comparisons
- 0.30% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.30% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.49%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
