DOCT ranks 14th and CTJL 17th of 19 funds in the S&P 500 Deep Buffer 25-30% Category.
CTJL vs DOCT
CTJL −0.55pt a year
0.30%0.85%
DOCT 17.8×the volume
92016.3K
CTJL vs DOCT Performance
+0.9%+2.2%
- CTJL 0.30%, better
- DOCT 0.85%
- CTJL $1M
- DOCT $422M
- CTJL
- DOCT +9.3%
- CTJL 4
- DOCT 3
- CTJL 920 sh
- DOCT 16.3K sh, better
- CTJL $25.44
- DOCT $48.11
ETF.net Grade
| Pillar | CTJL | DOCT |
|---|---|---|
| Cost | A97Higher | D31 |
| Mission | ||
| Risk | C51 | C51 |
| Tradability | F12 | B61Higher |
| Holdings | C52 | |
| Durability | F2 | B65Higher |
Rank among S&P 500 Deep Buffer 25-30% funds
Same Category. CTJL and DOCT are both graded against the same 19 S&P 500 Deep Buffer 25-30% funds, so their Grades compare head to head.
Our read on each fund
CTJLC
DOCTC
In short
DOCT First Trust runs a dozen near-identical deep-buffer funds, one resetting each month. DOCT is the October slot: a 25-point cushion against losses, a cap on the upside, and the SPDR S&P 500 ETF Trust as its reference.
Stated mandate
DOCT The Fund seeks to match the price return of the State Street SPDR S&P 500 ETF Trust, subject to a predetermined upside cap, while providing downside protection over the stated October outcome period.
Why people hold it
Worth knowing
CTJL vs DOCT 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.
CTJL vs DOCT Cost
Overpaying DOCT vs CTJL
$10,050
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CTJL 0.30%
$6,149
DOCT 0.85%
$16,199
Cost over time
Year by year
| Year | CTJL | DOCT | Overpaying |
|---|---|---|---|
| 10 | $545 | $1,508 | $963 |
| 20 | $2,113 | $5,706 | $3,593 |
| 30 | $6,149 | $16,199 | $10,050 |
- 0.30%CTJL, cheaper
- 0.85%DOCT
- Middle half of S&P 500 Deep Buffer 25-30% funds
- Median 0.85%
CTJL cheapest of 19 funds
DOCT 8th cheapest of 19 funds
CTJL vs DOCT Dividends
- CTJL None
- DOCT None
Distribution history
CTJL vs DOCT Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CTJL DOCT 5.9%
- Return per unit of risk
- CTJL DOCT 1.23
- Worst fall
- CTJL DOCT −9.9%
- Market sensitivity
- CTJL 0.00DOCT 0.47
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% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.79%
- 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.