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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 6.25% return, which is significantly higher than VXX's -9.82% return.


BOCT

1D
-0.71%
1M
-0.03%
YTD
6.25%
6M
5.87%
1Y
18.25%
3Y*
13.66%
5Y*
10.27%
10Y*

VXX

1D
5.99%
1M
-9.65%
YTD
-9.82%
6M
-11.92%
1Y
-54.78%
3Y*
-39.15%
5Y*
-45.02%
10Y*
-48.25%
*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
6.25%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
-9.82%-42.21%-26.22%-72.52%-23.80%-72.41%11.04%-67.75%75.78%

Correlation

The correlation between BOCT and VXX is -0.79, 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

-0.79

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

-0.76

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

-0.72

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 -0.79 to -0.72 - 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: 7474
Overall Rank
BOCT Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
BOCT Sortino Ratio Rank: 7474
Sortino Ratio Rank
BOCT Omega Ratio Rank: 7878
Omega Ratio Rank
BOCT Calmar Ratio Rank: 6565
Calmar Ratio Rank
BOCT Martin Ratio Rank: 7979
Martin Ratio Rank

VXX
VXX Risk / Return Rank: 11
Overall Rank
VXX Sharpe Ratio Rank: 11
Sharpe Ratio Rank
VXX Sortino Ratio Rank: 11
Sortino Ratio Rank
VXX Omega Ratio Rank: 11
Omega Ratio Rank
VXX Calmar Ratio Rank: 00
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

+3.17

Sortino ratioReturn per unit of downside risk

+4.67

Omega ratioGain probability vs. loss probability

1.42

0.82

+0.60

Calmar ratioReturn relative to maximum drawdown

3.01

-1.01

+4.02

Martin ratioReturn relative to average drawdown

14.26

-1.55

+15.81

BOCT vs. VXX - Sharpe Ratio Comparison

The current BOCT Sharpe Ratio is 2.19, which is higher than the VXX Sharpe Ratio of -0.98. 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%

-54.18%

+48.09%

Max Drawdown (3Y)

Largest decline over 3 years

-13.61%

-79.21%

+65.60%

Max Drawdown (5Y)

Largest decline over 5 years

-14.29%

-95.97%

+81.68%

Max Drawdown (10Y)

Largest decline over 10 years

-99.87%

Current Drawdown

Current decline from peak

-1.08%

-100.00%

+98.92%

Average Drawdown

Average peak-to-trough decline

-2.59%

-95.08%

+92.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.28%

39.47%

-38.19%

Volatility

BOCT vs. VXX - Volatility Comparison

The current volatility for Innovator U.S. Equity Buffer ETF October (BOCT) is 2.64%, while iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) has a volatility of 17.21%. 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

2.64%

17.21%

-14.57%

Volatility (6M)

Calculated over the trailing 6-month period

6.48%

43.47%

-36.99%

Volatility (1Y)

Calculated over the trailing 1-year period

8.40%

56.26%

-47.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.15%

68.03%

-56.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.80%

70.41%

-56.61%

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 -0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VXX has higher volatility (17.21%) compared to BOCT (2.64%). In terms of maximum drawdown, BOCT dropped -24.54% vs VXX's -100.00%.

On 5-year performance, BOCT leads with 10.27% vs -45.02% for VXX. On fees, BOCT is cheaper at 0.79% per year. On volatility, BOCT has been the lower-risk option at 2.64%. 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 10.27% return vs -45.02%. 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 (2.19 vs -0.98), 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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