ZALT ranks 1st and DGOC 71st of 77 funds in the S&P 500 Buffer 9-12% Category.
DGOC vs ZALT
ZALT −0.16pt a year
0.85%0.69%
ZALT 237.0×the volume
583138K
DGOC vs ZALT Performance
+7.4%+7.1%
- DGOC 0.85%
- ZALT 0.69%, better
- DGOC $5M
- ZALT $840M
- DGOC +7.4%, better
- ZALT +7.1%
- DGOC 4
- ZALT 503
- DGOC 583 sh
- ZALT 138K sh, better
- DGOC $33.10
- ZALT $34.50
ETF.net Grade
| Pillar | DGOC | ZALT |
|---|---|---|
| Cost | F11 | A82Higher |
| Mission | A80 | |
| Risk | A77 | A79Higher |
| Tradability | C40 | B65Higher |
| Holdings | A90 | |
| Durability | D26 | B61Higher |
Rank among S&P 500 Buffer 9-12% funds
Same Category. DGOC and ZALT are both graded against the same 77 S&P 500 Buffer 9-12% funds, so their Grades compare head to head.
Our read on each fund
DGOCD
ZALTA
In short
ZALT The defined-outcome trade on a three-month clock: ZALT follows SPY up to a cap and buffers the first 10% of a decline, then resets both every quarter. Four fresh caps a year, at a fee under the shallow-buffer median.
Stated mandate
ZALT The fund seeks to follow SPY's return up to a predetermined cap while providing a 10% downside buffer over each three-month outcome period. It may be held indefinitely, with the defined outcomes resetting at the end of each period.
Why people hold it
Worth knowing
DGOC vs ZALT 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.
DGOC vs ZALT Cost
Overpaying DGOC vs ZALT
$2,770
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
DGOC 0.85%
$16,199
ZALT 0.69%
$13,429
Cost over time
Year by year
| Year | DGOC | ZALT | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $1,232 | $276 |
| 20 | $5,706 | $4,697 | $1,009 |
| 30 | $16,199 | $13,429 | $2,770 |
- 0.85%DGOC
- 0.69%ZALT, cheaper
- Middle half of S&P 500 Buffer 9-12% funds
- Median 0.79%
ZALT 14th cheapest of 77 funds
DGOC 60th cheapest of 77 funds
DGOC vs ZALT Dividends
- DGOC None
- ZALT None
Distribution history
DGOC vs ZALT Risk
Fall from peak · 5 years
Risk facts
- Volatility
- DGOC 3.8%ZALT 3.8%Same figure. Both funds show the same value, so neither comes out ahead.
- Return per unit of risk
- DGOC 0.92ZALT 1.50
- Worst fall
- DGOC −3.0%ZALT −8.2%
- Market sensitivity
- DGOC 0.27ZALT 0.29
Popular comparisons
- 0.85% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.50%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.53%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.53%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.69% · 0.74%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.