TrueShares Structured Outcome (October) ETF (OCTZ) 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 OCTZ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OCTZ
OCTZ charges 0.79% annually. There are 93 ETFs in the Defined Outcome category with lower expense ratios, going as low as 0.25%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Aptus January Buffer ETF | 0.25% | — | Oct 2025 | OCTZ vs JANB | |
| Aptus October Buffer ETF | 0.25% | — | Oct 2025 | OCTZ vs OCTB | |
| Aptus April Buffer ETF | 0.25% | — | Oct 2025 | OCTZ vs APRB | |
| Aptus July Buffer ETF | 0.25% | — | Oct 2025 | OCTZ vs JULB | |
| Fidelity Dynamic Buffered Equity ETF | 0.48% | — | Apr 2024 | OCTZ vs FBUF |
Best Risk-Adjusted Alternatives to OCTZ
OCTZ has a PortfoliosLab risk / return rank of 55. There are 223 ETFs in the Defined Outcome category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM S&P 500 Max Buffer ETF - April | 99 | — | Mar 2025 | OCTZ vs PMAP | |
| iShares Large Cap Max Buffer Mar ETF | 98 | — | Mar 2025 | OCTZ vs MMAX | |
| Calamos S&P 500 Structured Alt Protection ETF - Ap... | 98 | 19.60M | Apr 2025 | OCTZ vs CPSP | |
| Innovator Equity Defined Protection ETF - 1 Yr Apr... | 98 | — | Apr 2025 | OCTZ vs ZAPR | |
| Innovator U.S. Equity Accelerated 9 Buffer ETF - A... | 98 | 134.85M | Mar 2021 | OCTZ vs XBAP |
Top Performing OCTZ Alternatives (YTD)
OCTZ is at 7.63% YTD. There are 62 ETFs in the Defined Outcome category with higher YTD returns, going as high as 16.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Leverage Shares 2x Capped Accelerated NVDA Monthly... | 16.35% | — | Aug 2025 | OCTZ vs NVDO | |
| Innovator U.S. Small Cap Power Buffer ETF - Februa... | 13.85% | — | Jan 2025 | OCTZ vs KFEB | |
| Innovator Russell 2000 Power Buffer ETF - April | 13.22% | 214.51M | Mar 2020 | OCTZ vs KAPR | |
| ProShares Nasdaq-100 Dynamic Daily Buffer ETF | 12.42% | 2.84M | Jun 2025 | OCTZ vs QB | |
| FT Cboe Vest Nasdaq-100 Buffer ETF - March | 12.12% | 568.10M | Mar 2021 | OCTZ vs QMAR |
Lowest Volatility Alternatives to OCTZ
OCTZ has 10.14% 1-year volatility. There are 258 ETFs in the Defined Outcome category with lower 1-year volatility, going as low as 1.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM S&P 500 Max Buffer ETF - April | 1.15% | — | Mar 2025 | OCTZ vs PMAP | |
| FT Vest U.S. Equity Max Buffer ETF - April | 1.25% | — | Apr 2025 | OCTZ vs APXM | |
| PGIM S&P 500 Max Buffer ETF - May | 1.31% | — | Apr 2025 | OCTZ vs PMMY | |
| Calamos S&P 500 Structured Alt Protection ETF - Ap... | 1.36% | 19.60M | Apr 2025 | OCTZ vs CPSP | |
| iShares Large Cap Max Buffer Mar ETF | 1.42% | — | Mar 2025 | OCTZ vs MMAX |
Lowest Drawdown Alternatives to OCTZ
OCTZ has a 1-year max drawdown of -7.31%. There are 225 ETFs in the Defined Outcome category with shallower 1-year drawdowns, going as shallow as -0.35%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM S&P 500 Max Buffer ETF - April | -0.35% | — | Mar 2025 | OCTZ vs PMAP | |
| Calamos S&P 500 Structured Alt Protection ETF - Ap... | -0.37% | 19.60M | Apr 2025 | OCTZ vs CPSP | |
| Innovator Equity Defined Protection ETF - 1 Yr Apr... | -0.40% | — | Apr 2025 | OCTZ vs ZAPR | |
| iShares Large Cap Max Buffer Mar ETF | -0.46% | — | Mar 2025 | OCTZ vs MMAX | |
| Calamos S&P 500 Structured Alt Protection ETF - Ma... | -0.49% | 56.60M | May 2024 | OCTZ vs CPSM |
Other ETFs from TrueShares
The 10 most viewed TrueShares ETFs shown here include DIVZ, AUGZ, SEPZ and span 3 categories. AUM among these funds goes as high as $279M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Opal Dividend Income ETF | Large Cap Value Equities | 44 | 7.55% | 278.53M | Jan 2021 | OCTZ vs DIVZ | |
| TrueShares Structured Outcome (August) ETF | Defined Outcome | 56 | 7.59% | 43.22M | Jul 2020 | OCTZ vs AUGZ | |
| TrueShares Structured Outcome (September) ETF | Options Trading | 56 | 7.74% | 129.42M | Aug 2020 | OCTZ vs SEPZ | |
| TrueShares Structured Outcome (March) ETF | Defined Outcome | 55 | 7.48% | 32.94M | Feb 2021 | OCTZ vs MARZ | |
| TrueShares Structured Outcome (December) ETF | Defined Outcome | 55 | 7.64% | 36.61M | Nov 2020 | OCTZ vs DECZ | |
| Trueshares Structured Outcome (July) ETF | Options Trading | 52 | 7.91% | 36.55M | Jun 2020 | OCTZ vs JULZ | |
| TrueShares Structured Outcome (April) ETF | Defined Outcome | 48 | 6.91% | 32.99M | Mar 2021 | OCTZ vs APRZ | |
| TrueShares Structured Outcome (January) ETF | Defined Outcome | 58 | 7.75% | 41.28M | Dec 2020 | OCTZ vs JANZ | |
| TrueShares Structured Outcome (June) ETF | Defined Outcome | 56 | 8.02% | 30.73M | May 2021 | OCTZ vs JUNZ | |
| TrueShares Quarterly Bull Hedge ETF | Options Trading | 27 | 1.14% | — | Jun 2024 | OCTZ vs QBUL |
Often Compared With OCTZ
Investors most often compare OCTZ with HEGD, AIOO, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare OCTZ with Any Fund or Stock
Compare OCTZ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OCTZ with funds that move differently
TrueShares Structured Outcome (October) ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OCTZ.
Explore OCTZ Diversifiers