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AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) belongs to the Defined Outcome category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OCTW. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to OCTW

OCTW charges 0.74% annually. There are 73 ETFs in the Defined Outcome category with lower expense ratios, going as low as 0.25%.


Best Risk-Adjusted Alternatives to OCTW

OCTW has a PortfoliosLab risk / return rank of 82. There are 127 ETFs in the Defined Outcome category with higher risk-adjusted ranks, going as high as 99.


Top Performing OCTW Alternatives (YTD)

OCTW is at 4.77% YTD. There are 156 ETFs in the Defined Outcome category with higher YTD returns, going as high as 21.85%.


Lowest Volatility Alternatives to OCTW

OCTW has 4.92% 1-year volatility. There are 94 ETFs in the Defined Outcome category with lower 1-year volatility, going as low as 1.01%.


Lowest Drawdown Alternatives to OCTW

OCTW has a 1-year max drawdown of -3.65%. There are 96 ETFs in the Defined Outcome category with shallower 1-year drawdowns, going as shallow as -0.27%.


Other ETFs from Allianz

The 10 most viewed Allianz ETFs shown here include APRT, AIOO, JANW and span 2 categories. AUM among these funds goes as high as $347M.


Often Compared With OCTW

Investors most often compare OCTW with PSEP, POCT, HELO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Innovator U.S. Equity Power Buffer ETF - SeptemberDefined Outcome
83
4.99%
861.19MAug 2019OCTW vs PSEP
Innovator U.S. Equity Power Buffer ETF OctoberDefined Outcome
78
5.54%
1.02BSep 2018OCTW vs POCT
JPMorgan Hedged Equity Laddered Overlay ETFOptions Trading
53
2.52%
4.13BSep 2023OCTW vs HELO
JPMorgan Nasdaq Equity Premium Income ETFNasdaq-100, Derivative Income
77
9.65%
39.63BMay 2022OCTW vs JEPQ
Innovator Defined Wealth Shield ETFDefined Outcome
93
1.97%
2.46BJun 2021OCTW vs BALT
Vanguard S&P 500 ETFS&P 500
75
11.69%
1.60TSep 2010OCTW vs VOO
Schwab U.S. Dividend Equity ETFDividend
82
19.01%
94.95BOct 2011OCTW vs SCHD
Capital Group Dividend Value ETFLarge Cap Value Equities, Dividend
82
12.51%
35.12BFeb 2022OCTW vs CGDV
Invesco S&P 500 Momentum ETFMomentum, S&P 500
77
29.70%
19.93BOct 2015OCTW vs SPMO
Allianzim U.S. Large Cap Buffer10 Nov ETFOptions Trading
76
7.88%
30.70MOct 2022OCTW vs NVBT
Pacer Swan SOS Moderate (April) ETFDefined Outcome
98
7.85%
90.01MMar 2021OCTW vs PSMR
Innovator Emerging Markets Power Buffer ETF - Apri...Defined Outcome
95
11.89%
100.91MMar 2021OCTW vs EAPR
Allianzim U.S. Large Cap Buffer20 Dec ETFOptions Trading
86
5.07%
233.93MNov 2022OCTW vs DECW
AllianzIM U.S. Large Cap Buffer10 Jun ETFOptions Trading
82
4.66%
18.00MMay 2023OCTW vs JUNT
AllianzIM U.S. Large Cap Buffer10 Oct ETFOptions Trading
79
7.15%
60.46MSep 2020OCTW vs OCTT
Innovator Equity Defined Protection ETF - 1 Yr Jan...Defined Outcome
95
2.32%
Dec 2024OCTW vs ZJAN
AllianzIM U.S. Large Cap Buffer10 Jul ETFOptions Trading
82
5.93%
80.73MJun 2020OCTW vs JULT
AllianzIM U.S. Large Cap Buffer20 May ETFOptions Trading
95
3.89%
491.52MApr 2023OCTW vs MAYW
AllianzIM U.S. Large Cap Buffer20 Jul ETFOptions Trading
90
3.87%
232.54MJun 2020OCTW vs JULW
AllianzIM U.S. Large Cap Buffer10 Jan ETFOptions Trading
83
6.94%
64.87MDec 2020OCTW vs JANT

Compare OCTW with Any Fund or Stock

Compare OCTW with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair OCTW with funds that move differently

AllianzIM U.S. Equity Buffer20 Oct ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OCTW.

Explore OCTW Diversifiers