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OCTT vs. APRD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OCTT vs. APRD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) and Innovator Premium Income 10 Barrier ETF - April (APRD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


OCTT

1D
-0.24%
1M
2.77%
YTD
6.89%
6M
7.45%
1Y
19.21%
3Y*
14.15%
5Y*
10.41%
10Y*

APRD

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

OCTT vs. APRD - Yearly Performance Comparison


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Return for Risk

OCTT vs. APRD — Risk / Return Rank

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

OCTT
OCTT Risk / Return Rank: 7878
Overall Rank
OCTT Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
OCTT Sortino Ratio Rank: 7979
Sortino Ratio Rank
OCTT Omega Ratio Rank: 8282
Omega Ratio Rank
OCTT Calmar Ratio Rank: 6868
Calmar Ratio Rank
OCTT Martin Ratio Rank: 8282
Martin Ratio Rank

APRD
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.

OCTT vs. APRD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) and Innovator Premium Income 10 Barrier ETF - April (APRD). 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.


OCTTAPRDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.49

Calmar ratioReturn relative to maximum drawdown

3.32

Martin ratioReturn relative to average drawdown

16.48

OCTT vs. APRD - Sharpe Ratio Comparison


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Sharpe Ratios by Period


OCTTAPRDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.49

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.00

Sharpe Ratio (All Time)

Calculated using the full available price history

1.14

Drawdowns

OCTT vs. APRD - Drawdown Comparison

The maximum OCTT drawdown since its inception was -13.49%, which is greater than APRD's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for OCTT and APRD.


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Drawdown Indicators


OCTTAPRDDifference

Max Drawdown

Largest peak-to-trough decline

-13.49%

0.00%

-13.49%

Max Drawdown (1Y)

Largest decline over 1 year

-5.81%

Max Drawdown (3Y)

Largest decline over 3 years

-13.04%

Max Drawdown (5Y)

Largest decline over 5 years

-13.49%

Current Drawdown

Current decline from peak

-0.24%

0.00%

-0.24%

Average Drawdown

Average peak-to-trough decline

-2.03%

0.00%

-2.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.17%

Volatility

OCTT vs. APRD - Volatility Comparison


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Volatility by Period


OCTTAPRDDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.27%

Volatility (6M)

Calculated over the trailing 6-month period

5.94%

Volatility (1Y)

Calculated over the trailing 1-year period

7.77%

0.00%

+7.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.43%

0.00%

+10.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.22%

0.00%

+10.22%

OCTT vs. APRD - Expense Ratio Comparison

OCTT has a 0.74% expense ratio, which is lower than APRD's 0.79% expense ratio.


Dividends

OCTT vs. APRD - Dividend Comparison

Neither OCTT nor APRD has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


On fees, OCTT is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.

OCTT is cheaper with a 0.74% expense ratio, compared with 0.79% for APRD.

OCTT and APRD have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Allianz and Innovator. Their fees differ too: 0.74% for OCTT and 0.79% for APRD.

Portfolio Optimizer

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