OCTU vs. JANI
OCTU (AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF) and JANI (AllianzIM International Equity Buffer15 Uncapped Jan ETF) are both Defined Outcome funds from AllianzIM. Both are actively managed. Their correlation of 0.80 suggests significant overlap in exposure. OCTU charges 0.74%/yr vs 0.79%/yr for JANI.
Performance
OCTU vs. JANI - Performance Comparison
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Returns By Period
OCTU
- 1D
- -0.43%
- 1M
- 4.27%
- YTD
- 7.96%
- 6M
- 7.66%
- 1Y
- 20.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JANI
- 1D
- -0.52%
- 1M
- 2.36%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OCTU vs. JANI - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
OCTU AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF | 6.73% |
JANI AllianzIM International Equity Buffer15 Uncapped Jan ETF | 1.62% |
Correlation
The correlation between OCTU and JANI is 0.80, 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 Feb 3, 2026 | 0.80 |
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Return for Risk
OCTU vs. JANI — Risk / Return Rank
OCTU
JANI
OCTU vs. JANI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) and AllianzIM International Equity Buffer15 Uncapped Jan ETF (JANI). 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.
| OCTU | JANI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.41 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.42 | — | — |
| Martin ratioReturn relative to average drawdown | 14.31 | — | — |
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
| OCTU | JANI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.33 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.31 | 0.36 | +0.95 |
Drawdowns
OCTU vs. JANI - Drawdown Comparison
The maximum OCTU drawdown since its inception was -11.24%, which is greater than JANI's maximum drawdown of -7.50%. Use the drawdown chart below to compare losses from any high point for OCTU and JANI.
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Drawdown Indicators
| OCTU | JANI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.24% | -7.50% | -3.74% |
Max Drawdown (1Y)Largest decline over 1 year | -5.92% | — | — |
Current DrawdownCurrent decline from peak | -0.43% | -1.23% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -1.68% | -2.54% | +0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.41% | — | — |
Volatility
OCTU vs. JANI - Volatility Comparison
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Volatility by Period
| OCTU | JANI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.44% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 6.22% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 8.69% | 13.66% | -4.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.39% | 13.66% | -3.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.39% | 13.66% | -3.27% |
OCTU vs. JANI - Expense Ratio Comparison
OCTU has a 0.74% expense ratio, which is lower than JANI's 0.79% expense ratio.
Dividends
OCTU vs. JANI - Dividend Comparison
Neither OCTU nor JANI has paid dividends to shareholders.
Frequently Asked Questions
OCTU and JANI have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OCTU is cheaper at 0.74% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OCTU is cheaper with a 0.74% expense ratio, compared with 0.79% for JANI.
OCTU and JANI have nearly identical dividend yields, around 0.00%.
Their fees differ too: 0.74% for OCTU and 0.79% for JANI.
Find the right allocation for OCTU and JANI
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