OCTB vs. IDME
OCTB (Aptus October Buffer ETF) and IDME (Aptus International Drawdown Managed Equity ETF) are both exchange-traded funds - OCTB is a Defined Outcome fund actively managed by Aptus Capital Advisors, while IDME is a Global Equities fund actively managed by Aptus Capital Advisors. Both are actively managed. Their correlation of 0.82 suggests significant overlap in exposure. OCTB charges 0.25%/yr vs 0.65%/yr for IDME.
Performance
OCTB vs. IDME - Performance Comparison
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Returns By Period
In the year-to-date period, OCTB achieves a 5.52% return, which is significantly lower than IDME's 14.34% return.
OCTB
- 1D
- -0.56%
- 1M
- 0.00%
- YTD
- 5.52%
- 6M
- 5.21%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDME
- 1D
- -2.69%
- 1M
- 0.48%
- YTD
- 14.34%
- 6M
- 14.11%
- 1Y
- 31.78%
- 3Y*
- 17.49%
- 5Y*
- —
- 10Y*
- —
OCTB vs. IDME - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OCTB Aptus October Buffer ETF | 5.52% | 2.37% |
IDME Aptus International Drawdown Managed Equity ETF | 14.34% | 5.31% |
Correlation
The correlation between OCTB and IDME is 0.82, 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 14, 2025 | 0.82 |
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Return for Risk
OCTB vs. IDME — Risk / Return Rank
OCTB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IDME
OCTB vs. IDME - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus October Buffer ETF (OCTB) and Aptus International Drawdown Managed Equity ETF (IDME). 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.
| OCTB | IDME | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.79 | — |
| Martin ratioReturn relative to average drawdown | — | 10.92 | — |
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Drawdowns
OCTB vs. IDME - Drawdown Comparison
The maximum OCTB drawdown since its inception was -4.79%, smaller than the maximum IDME drawdown of -29.20%. Use the drawdown chart below to compare losses from any high point for OCTB and IDME.
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Drawdown Indicators
| OCTB | IDME | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.79% | -29.20% | +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 | -0.82% | -2.69% | +1.87% |
Average DrawdownAverage peak-to-trough decline | -0.69% | -11.06% | +10.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.92% | — |
Volatility
OCTB vs. IDME - Volatility Comparison
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Volatility by Period
| OCTB | IDME | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.55% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.22% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.26% | 16.44% | -9.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.26% | 14.80% | -7.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.26% | 14.80% | -7.54% |
OCTB vs. IDME - Expense Ratio Comparison
OCTB has a 0.25% expense ratio, which is lower than IDME's 0.65% expense ratio.
Dividends
OCTB vs. IDME - Dividend Comparison
OCTB has not paid dividends to shareholders, while IDME's dividend yield for the trailing twelve months is around 5.06%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
IDME Aptus International Drawdown Managed Equity ETF | 5.06% | 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
OCTB and IDME have a correlation of 0.82, 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 5.06%, compared with 0.00% for OCTB.
OCTB is categorized as Defined Outcome, while IDME is Global Equities. Their fees differ too: 0.25% for OCTB and 0.65% for IDME.
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