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AUGT vs. HOCT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AUGT vs. HOCT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM U.S. Large Cap Buffer10 Aug ETF (AUGT) and Innovator Premium Income 9 Buffer ETF - October (HOCT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


AUGT

1D
0.15%
1M
1.96%
YTD
6.41%
6M
6.99%
1Y
19.40%
3Y*
5Y*
10Y*

HOCT

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AUGT vs. HOCT - Yearly Performance Comparison


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Return for Risk

AUGT vs. HOCT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AUGT
AUGT Risk / Return Rank: 8383
Overall Rank
AUGT Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
AUGT Sortino Ratio Rank: 8585
Sortino Ratio Rank
AUGT Omega Ratio Rank: 8686
Omega Ratio Rank
AUGT Calmar Ratio Rank: 7474
Calmar Ratio Rank
AUGT Martin Ratio Rank: 8888
Martin Ratio Rank

HOCT
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AUGT vs. HOCT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Large Cap Buffer10 Aug ETF (AUGT) and Innovator Premium Income 9 Buffer ETF - October (HOCT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AUGTHOCTDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.52

Calmar ratioReturn relative to maximum drawdown

3.63

Martin ratioReturn relative to average drawdown

18.88

AUGT vs. HOCT - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AUGTHOCTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.61

Sharpe Ratio (All Time)

Calculated using the full available price history

1.56

Drawdowns

AUGT vs. HOCT - Drawdown Comparison

The maximum AUGT drawdown since its inception was -13.12%, which is greater than HOCT's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for AUGT and HOCT.


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Drawdown Indicators


AUGTHOCTDifference

Max Drawdown

Largest peak-to-trough decline

-13.12%

0.00%

-13.12%

Max Drawdown (1Y)

Largest decline over 1 year

-5.36%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.22%

0.00%

-1.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.03%

Volatility

AUGT vs. HOCT - Volatility Comparison


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Volatility by Period


AUGTHOCTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.68%

Volatility (6M)

Calculated over the trailing 6-month period

5.50%

Volatility (1Y)

Calculated over the trailing 1-year period

7.48%

0.00%

+7.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.18%

0.00%

+10.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.18%

0.00%

+10.18%

AUGT vs. HOCT - Expense Ratio Comparison

AUGT has a 0.74% expense ratio, which is lower than HOCT's 0.79% expense ratio.


Dividends

AUGT vs. HOCT - Dividend Comparison

Neither AUGT nor HOCT has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, AUGT is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AUGT is cheaper with a 0.74% expense ratio, compared with 0.79% for HOCT.

AUGT and HOCT have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Allianz and Innovator. Their fees differ too: 0.74% for AUGT and 0.79% for HOCT.

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