OCTB vs. OSCV

Last updated Jun 4, 2026

OCTB (Aptus October Buffer ETF) and OSCV (Opus Small Cap Value Plus ETF) are both exchange-traded funds - OCTB is a Defined Outcome fund actively managed by Aptus Capital Advisors, while OSCV is a Small Cap Blend Equities fund actively managed by Aptus Capital Advisors. Both are actively managed. A 0.59 correlation means they provide meaningful diversification when combined. OCTB charges 0.25%/yr vs 0.79%/yr for OSCV.

Performance

OCTB vs. OSCV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aptus October Buffer ETF (OCTB) and Opus Small Cap Value Plus ETF (OSCV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OCTB achieves a 6.18% return, which is significantly lower than OSCV's 8.34% return.

OCTB

• 1D: -0.17%
• 1M: 2.41%
• YTD: 6.18%
• 6M: 6.75%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

OSCV

• 1D: -0.77%
• 1M: -1.79%
• YTD: 8.34%
• 6M: 6.75%
• 1Y: 13.62%
• 3Y*: 10.05%
• 5Y*: 5.11%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OCTB vs. OSCV - Yearly Performance Comparison

	2026 (YTD)	2025
OCTB Aptus October Buffer ETF	6.18%	2.37%
OSCV Opus Small Cap Value Plus ETF	8.34%	-1.45%

Correlation

The correlation between OCTB and OSCV is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 15, 2025	0.59

Return for Risk

OCTB vs. OSCV — Risk / Return Rank

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

OSCV

OSCV Risk / Return Rank: 31
OSCV Sharpe Ratio Rank: 28
OSCV Sortino Ratio Rank: 30
OSCV Omega Ratio Rank: 27
OSCV Calmar Ratio Rank: 37
OSCV Martin Ratio Rank: 35

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.

OCTB vs. OSCV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aptus October Buffer ETF (OCTB) and Opus Small Cap Value Plus ETF (OSCV). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	OCTB	OSCV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.03	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.30	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.97	0.36	+1.61

Drawdowns

OCTB vs. OSCV - Drawdown Comparison

The maximum OCTB drawdown since its inception was -4.79%, smaller than the maximum OSCV drawdown of -42.40%. Use the drawdown chart below to compare losses from any high point for OCTB and OSCV.

Drawdown Indicators

	OCTB	OSCV	Difference
Max Drawdown Largest peak-to-trough decline	-4.79%	-42.40%	+37.61%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.55%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-22.92%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-22.92%	—
Current Drawdown Current decline from peak	-0.17%	-3.46%	+3.29%
Average Drawdown Average peak-to-trough decline	-0.70%	-7.60%	+6.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.55%	—

Volatility

Volatility by Period

	OCTB	OSCV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.47%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.45%	—
Volatility (1Y) Calculated over the trailing 1-year period	7.20%	13.37%	-6.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	7.20%	17.26%	-10.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	7.20%	20.91%	-13.71%

OCTB vs. OSCV - Expense Ratio Comparison

OCTB has a 0.25% expense ratio, which is lower than OSCV's 0.79% expense ratio.

Dividends

OCTB vs. OSCV - Dividend Comparison

OCTB has not paid dividends to shareholders, while OSCV's dividend yield for the trailing twelve months is around 1.11%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
OCTB Aptus October Buffer ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
OSCV Opus Small Cap Value Plus ETF	1.11%	1.23%	1.29%	1.55%	1.12%	1.06%	1.11%	1.75%	0.25%

Frequently Asked Questions

Can I hold both OCTB and OSCV in my portfolio?

OCTB and OSCV have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, OCTB or OSCV?

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.

Which ETF is cheaper, OCTB or OSCV?

OCTB is cheaper with a 0.25% expense ratio, compared with 0.79% for OSCV.

Which ETF pays a higher dividend yield, OCTB or OSCV?

OSCV has the higher dividend yield at 1.11%, compared with 0.00% for OCTB.

What is the main difference between OCTB and OSCV?

OCTB is categorized as Defined Outcome, while OSCV is Small Cap Blend Equities. Their fees differ too: 0.25% for OCTB and 0.79% for OSCV.