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BOCT vs. VXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BOCT vs. VXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator U.S. Equity Buffer ETF October (BOCT) and iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BOCT achieves a 7.70% return, which is significantly higher than VXX's -17.72% return.


BOCT

1D
-0.43%
1M
1.27%
6M
6.34%
YTD
7.70%
1Y
16.48%
3Y*
13.19%
5Y*
10.48%
10Y*

VXX

1D
3.08%
1M
-10.00%
6M
-15.71%
YTD
-17.72%
1Y
-51.81%
3Y*
-38.94%
5Y*
-45.73%
10Y*
-46.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BOCT vs. VXX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BOCT
Innovator U.S. Equity Buffer ETF October
7.70%14.34%12.36%21.13%-8.14%14.97%14.69%19.05%-10.47%
VXX
iPath Series B S&P 500 VIX Short-Term Futures ETN
-17.72%-42.21%-26.22%-72.52%-23.80%-72.41%11.04%-67.75%75.78%

Correlation

The correlation between BOCT and VXX is -0.80, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.80

Correlation (3Y)
Calculated over the trailing 3-year period

-0.77

Correlation (5Y)
Calculated over the trailing 5-year period

-0.73

Correlation (All Time)
Calculated using the full available price history since Oct 1, 2018

-0.74

The correlation between BOCT and VXX has been stable across timeframes, ranging from -0.80 to -0.73 - a consistent structural relationship.

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Return for Risk

BOCT vs. VXX — Risk / Return Rank

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

BOCT
BOCT Risk / Return Rank: 7878
Overall Rank
BOCT Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
BOCT Sortino Ratio Rank: 7979
Sortino Ratio Rank
BOCT Omega Ratio Rank: 8181
Omega Ratio Rank
BOCT Calmar Ratio Rank: 6969
Calmar Ratio Rank
BOCT Martin Ratio Rank: 8282
Martin Ratio Rank

VXX
VXX Risk / Return Rank: 11
Overall Rank
VXX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
VXX Sortino Ratio Rank: 22
Sortino Ratio Rank
VXX Omega Ratio Rank: 22
Omega Ratio Rank
VXX Calmar Ratio Rank: 11
Calmar Ratio Rank
VXX Martin Ratio Rank: 11
Martin Ratio Rank
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.

BOCT vs. VXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator U.S. Equity Buffer ETF October (BOCT) and iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BOCTVXXDifference
Sharpe ratioReturn per unit of total volatility

+2.91

Sortino ratioReturn per unit of downside risk

+4.26

Omega ratioGain probability vs. loss probability

1.38

0.84

+0.54

Calmar ratioReturn relative to maximum drawdown

2.72

-0.96

+3.68

Martin ratioReturn relative to average drawdown

12.80

-1.55

+14.35

BOCT vs. VXX - Sharpe Ratio Comparison

The current BOCT Sharpe Ratio is 1.99, which is higher than the VXX Sharpe Ratio of -0.93. The chart below compares the historical Sharpe Ratios of BOCT and VXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BOCT vs. VXX - Drawdown Comparison

The maximum BOCT drawdown since its inception was -24.54%, smaller than the maximum VXX drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for BOCT and VXX.


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Drawdown Indicators


BOCTVXXDifference

Max Drawdown

Largest peak-to-trough decline

-24.54%

-100.00%

+75.46%

Max Drawdown (1Y)

Largest decline over 1 year

-6.09%

-53.98%

+47.89%

Max Drawdown (3Y)

Largest decline over 3 years

-13.61%

-80.49%

+66.88%

Max Drawdown (5Y)

Largest decline over 5 years

-14.29%

-96.22%

+81.93%

Max Drawdown (10Y)

Largest decline over 10 years

-99.82%

Current Drawdown

Current decline from peak

-0.43%

-100.00%

+99.57%

Average Drawdown

Average peak-to-trough decline

-2.57%

-95.09%

+92.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.29%

33.53%

-32.24%

Volatility

BOCT vs. VXX - Volatility Comparison

The current volatility for Innovator U.S. Equity Buffer ETF October (BOCT) is 2.31%, while iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) has a volatility of 14.39%. This indicates that BOCT experiences smaller price fluctuations and is considered to be less risky than VXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BOCTVXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.31%

14.39%

-12.08%

Volatility (6M)

Calculated over the trailing 6-month period

6.51%

43.73%

-37.22%

Volatility (1Y)

Calculated over the trailing 1-year period

8.35%

56.27%

-47.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.16%

67.95%

-56.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.76%

70.30%

-56.54%

BOCT vs. VXX - Expense Ratio Comparison

BOCT has a 0.79% expense ratio, which is lower than VXX's 0.89% expense ratio.


Dividends

BOCT vs. VXX - Dividend Comparison

Neither BOCT nor VXX has paid dividends to shareholders.


PositionTTM2025202420232022202120202019
BOCT
Innovator U.S. Equity Buffer ETF October
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.20%
VXX
iPath Series B S&P 500 VIX Short-Term Futures ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BOCT and VXX have a correlation of -0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VXX has higher volatility (14.39%) compared to BOCT (2.31%). In terms of maximum drawdown, BOCT dropped -24.54% vs VXX's -100.00%.

On 5-year performance, BOCT leads with 10.48% vs -45.73% for VXX. On fees, BOCT is cheaper at 0.79% per year. On volatility, BOCT has been the lower-risk option at 2.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, BOCT has performed better with a 10.48% return vs -45.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BOCT is cheaper with a 0.79% expense ratio, compared with 0.89% for VXX.

BOCT and VXX have nearly identical dividend yields, around 0.00%.

BOCT is categorized as Defined Outcome, while VXX is Volatility. BOCT tracks S&P 500 Price Return Index, while VXX tracks S&P 500 VIX Short-Term Futures Index Total Return. They also come from different issuers: Innovator and Barclays Capital. Their fees differ too: 0.79% for BOCT and 0.89% for VXX.

BOCT currently has the higher Sharpe Ratio (1.99 vs -0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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