IDME vs. OCTB
IDME (Aptus International Drawdown Managed Equity ETF) and OCTB (Aptus October Buffer ETF) are both exchange-traded funds - IDME is a Global Equities fund actively managed by Aptus Capital Advisors, while OCTB is a Defined Outcome fund actively managed by Aptus Capital Advisors. Both are actively managed. Their correlation of 0.81 suggests significant overlap in exposure. IDME charges 0.65%/yr vs 0.25%/yr for OCTB.
Performance
IDME vs. OCTB - Performance Comparison
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Returns By Period
In the year-to-date period, IDME achieves a 16.05% return, which is significantly higher than OCTB's 6.18% return.
IDME
- 1D
- -0.99%
- 1M
- 4.97%
- YTD
- 16.05%
- 6M
- 18.64%
- 1Y
- 33.98%
- 3Y*
- 18.02%
- 5Y*
- —
- 10Y*
- —
OCTB
- 1D
- -0.17%
- 1M
- 2.41%
- YTD
- 6.18%
- 6M
- 6.75%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDME vs. OCTB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IDME Aptus International Drawdown Managed Equity ETF | 16.05% | 4.53% |
OCTB Aptus October Buffer ETF | 6.18% | 2.37% |
Correlation
The correlation between IDME and OCTB is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 15, 2025 | 0.81 |
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Return for Risk
IDME vs. OCTB — Risk / Return Rank
IDME
OCTB
IDME vs. OCTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus International Drawdown Managed Equity ETF (IDME) and Aptus October Buffer ETF (OCTB). 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.
| IDME | OCTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.40 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.98 | — | — |
| Martin ratioReturn relative to average drawdown | 11.87 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IDME | OCTB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 1.97 | -1.53 |
Drawdowns
IDME vs. OCTB - Drawdown Comparison
The maximum IDME drawdown since its inception was -29.20%, which is greater than OCTB's maximum drawdown of -4.79%. Use the drawdown chart below to compare losses from any high point for IDME and OCTB.
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Drawdown Indicators
| IDME | OCTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.20% | -4.79% | -24.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.46% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -12.88% | — | — |
Current DrawdownCurrent decline from peak | -0.99% | -0.17% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -11.17% | -0.70% | -10.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | — | — |
Volatility
IDME vs. OCTB - Volatility Comparison
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Volatility by Period
| IDME | OCTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.95% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.48% | 7.20% | +8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 7.20% | +7.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.64% | 7.20% | +7.44% |
IDME vs. OCTB - Expense Ratio Comparison
IDME has a 0.65% expense ratio, which is higher than OCTB's 0.25% expense ratio.
Dividends
IDME vs. OCTB - Dividend Comparison
IDME's dividend yield for the trailing twelve months is around 4.98%, while OCTB has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
IDME Aptus International Drawdown Managed Equity ETF | 4.98% | 4.90% | 5.64% | 3.71% | 2.62% | 1.38% |
OCTB Aptus October Buffer ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IDME and OCTB have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OCTB is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OCTB is cheaper with a 0.25% expense ratio, compared with 0.65% for IDME.
IDME has the higher dividend yield at 4.98%, compared with 0.00% for OCTB.
IDME is categorized as Global Equities, while OCTB is Defined Outcome. Their fees differ too: 0.65% for IDME and 0.25% for OCTB.
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