IVW vs. BOCT
Compare and contrast key facts about iShares S&P 500 Growth ETF (IVW) and Innovator U.S. Equity Buffer ETF October (BOCT).
IVW and BOCT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVW is a passively managed fund by iShares that tracks the performance of the S&P 500/Citigroup Growth Index. It was launched on May 22, 2000. BOCT is a passively managed fund by Innovator that tracks the performance of the S&P 500 Price Return Index. It was launched on Sep 28, 2018. Both IVW and BOCT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IVW vs. BOCT - Performance Comparison
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IVW vs. BOCT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IVW iShares S&P 500 Growth ETF | -6.94% | 21.95% | 35.82% | 29.83% | -29.50% | 31.80% | 33.19% | 30.77% | -14.95% |
BOCT Innovator U.S. Equity Buffer ETF October | -2.30% | 14.34% | 12.36% | 21.13% | -8.14% | 14.97% | 14.69% | 19.05% | -10.25% |
Returns By Period
In the year-to-date period, IVW achieves a -6.94% return, which is significantly lower than BOCT's -2.30% return.
IVW
- 1D
- 1.33%
- 1M
- -4.23%
- YTD
- -6.94%
- 6M
- -5.28%
- 1Y
- 23.09%
- 3Y*
- 22.24%
- 5Y*
- 12.40%
- 10Y*
- 15.78%
BOCT
- 1D
- 0.63%
- 1M
- -2.84%
- YTD
- -2.30%
- 6M
- -0.52%
- 1Y
- 14.58%
- 3Y*
- 12.62%
- 5Y*
- 9.04%
- 10Y*
- —
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IVW vs. BOCT - Expense Ratio Comparison
IVW has a 0.18% expense ratio, which is lower than BOCT's 0.79% expense ratio.
Return for Risk
IVW vs. BOCT — Risk / Return Rank
IVW
BOCT
IVW vs. BOCT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Growth ETF (IVW) and Innovator U.S. Equity Buffer ETF October (BOCT). 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.
| IVW | BOCT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.11 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.68 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.65 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.75 | 8.40 | -1.66 |
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
| IVW | BOCT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.11 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.82 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.68 | -0.27 |
Correlation
The correlation between IVW and BOCT is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IVW vs. BOCT - Dividend Comparison
IVW's dividend yield for the trailing twelve months is around 0.43%, while BOCT has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW iShares S&P 500 Growth ETF | 0.43% | 0.40% | 0.43% | 1.03% | 0.92% | 0.46% | 0.82% | 1.63% | 1.28% | 1.30% | 1.51% | 1.51% |
BOCT Innovator U.S. Equity Buffer ETF October | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IVW vs. BOCT - Drawdown Comparison
The maximum IVW drawdown since its inception was -57.33%, which is greater than BOCT's maximum drawdown of -24.54%. Use the drawdown chart below to compare losses from any high point for IVW and BOCT.
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Drawdown Indicators
| IVW | BOCT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.33% | -24.54% | -32.79% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -9.03% | -4.72% |
Max Drawdown (5Y)Largest decline over 5 years | -32.72% | -14.29% | -18.43% |
Max Drawdown (10Y)Largest decline over 10 years | -32.72% | — | — |
Current DrawdownCurrent decline from peak | -9.07% | -3.65% | -5.42% |
Average DrawdownAverage peak-to-trough decline | -17.72% | -2.65% | -15.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 1.77% | +1.78% |
Volatility
IVW vs. BOCT - Volatility Comparison
iShares S&P 500 Growth ETF (IVW) has a higher volatility of 7.27% compared to Innovator U.S. Equity Buffer ETF October (BOCT) at 3.84%. This indicates that IVW's price experiences larger fluctuations and is considered to be riskier than BOCT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVW | BOCT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 3.84% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 12.67% | 6.60% | +6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.28% | 13.16% | +9.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.12% | 11.06% | +10.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.54% | 13.94% | +6.60% |