OCTT vs. IBIC
OCTT (AllianzIM U.S. Large Cap Buffer10 Oct ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - OCTT is a Options Trading fund actively managed by Allianz, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. OCTT is actively managed, while IBIC is passively managed. Over the past year, OCTT returned 19.21% vs 4.54% for IBIC. At a correlation of -0.08, they often move in opposite directions. OCTT charges 0.74%/yr vs 0.10%/yr for IBIC.
Performance
OCTT vs. IBIC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OCTT achieves a 6.89% return, which is significantly higher than IBIC's 2.37% return.
OCTT
- 1D
- -0.24%
- 1M
- 2.77%
- YTD
- 6.89%
- 6M
- 7.45%
- 1Y
- 19.21%
- 3Y*
- 14.15%
- 5Y*
- 10.41%
- 10Y*
- —
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OCTT vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF | 6.89% | 13.86% | 11.87% | 4.16% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between OCTT and IBIC is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | -0.08 |
The correlation between OCTT and IBIC shifts across timeframes, from -0.23 (1 year) to -0.08 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OCTT vs. IBIC — Risk / Return Rank
OCTT
IBIC
OCTT vs. IBIC - 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 iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
| OCTT | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.56 | ||
| Sortino ratioReturn per unit of downside risk | -5.58 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 2.24 | -0.75 |
| Calmar ratioReturn relative to maximum drawdown | 3.32 | 17.27 | -13.95 |
| Martin ratioReturn relative to average drawdown | 16.48 | 67.45 | -50.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| OCTT | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.49 | 5.05 | -2.56 |
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 | 3.49 | -2.35 |
Drawdowns
OCTT vs. IBIC - Drawdown Comparison
The maximum OCTT drawdown since its inception was -13.49%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for OCTT and IBIC.
Loading charts...
Drawdown Indicators
| OCTT | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.49% | -0.90% | -12.59% |
Max Drawdown (1Y)Largest decline over 1 year | -5.81% | -0.26% | -5.55% |
Max Drawdown (3Y)Largest decline over 3 years | -13.04% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -13.49% | — | — |
Current DrawdownCurrent decline from peak | -0.24% | -0.13% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -2.03% | -0.10% | -1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 0.07% | +1.10% |
Volatility
OCTT vs. IBIC - Volatility Comparison
AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) has a higher volatility of 1.27% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that OCTT's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OCTT | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 0.33% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 0.67% | +5.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.77% | 0.90% | +6.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.43% | 1.58% | +8.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.22% | 1.58% | +8.64% |
OCTT vs. IBIC - Expense Ratio Comparison
OCTT has a 0.74% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
OCTT vs. IBIC - Dividend Comparison
OCTT has not paid dividends to shareholders, while IBIC's dividend yield for the trailing twelve months is around 3.59%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% |
OCTT AllianzIM U.S. Large Cap Buffer10 Oct ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OCTT and IBIC have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OCTT has higher volatility (1.27%) compared to IBIC (0.33%). In terms of maximum drawdown, OCTT dropped -13.49% vs IBIC's -0.90%.
On 1-year performance, OCTT leads with 19.21% vs 4.54% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, OCTT has performed better with a 19.21% return vs 4.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 0.74% for OCTT.
IBIC has the higher dividend yield at 3.59%, compared with 0.00% for OCTT.
OCTT is categorized as Options Trading, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Allianz and iShares. Their fees differ too: 0.74% for OCTT and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs 2.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for OCTT and IBIC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer