OCTW vs. KAPR
Compare and contrast key facts about AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) and Innovator Russell 2000 Power Buffer ETF - April (KAPR).
OCTW and KAPR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OCTW is a passively managed fund by Allianz that tracks the performance of the SPDR S&P 500 ETF Trust. It was launched on Sep 30, 2020. KAPR is a passively managed fund by Innovator that tracks the performance of the Russell 2000 Index. It was launched on Mar 31, 2020. Both OCTW and KAPR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
OCTW vs. KAPR - Performance Comparison
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OCTW vs. KAPR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
OCTW AllianzIM U.S. Equity Buffer20 Oct ETF | -1.36% | 9.68% | 8.67% | 17.57% | 0.54% | 6.48% | 4.11% |
KAPR Innovator Russell 2000 Power Buffer ETF - April | 3.19% | 7.42% | 12.10% | 15.36% | -8.14% | 2.48% | 3.47% |
Returns By Period
In the year-to-date period, OCTW achieves a -1.36% return, which is significantly lower than KAPR's 3.19% return.
OCTW
- 1D
- 1.37%
- 1M
- -2.01%
- YTD
- -1.36%
- 6M
- 0.36%
- 1Y
- 9.54%
- 3Y*
- 9.71%
- 5Y*
- 7.77%
- 10Y*
- —
KAPR
- 1D
- 0.62%
- 1M
- 1.14%
- YTD
- 3.19%
- 6M
- 5.99%
- 1Y
- 17.50%
- 3Y*
- 10.87%
- 5Y*
- 6.01%
- 10Y*
- —
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OCTW vs. KAPR - Expense Ratio Comparison
OCTW has a 0.74% expense ratio, which is lower than KAPR's 0.79% expense ratio.
Return for Risk
OCTW vs. KAPR — Risk / Return Rank
OCTW
KAPR
OCTW vs. KAPR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) and Innovator Russell 2000 Power Buffer ETF - April (KAPR). 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.
| OCTW | KAPR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.72 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.47 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.42 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 2.10 | -0.41 |
Martin ratioReturn relative to average drawdown | 9.02 | 12.86 | -3.84 |
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
| OCTW | KAPR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.72 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.25 | 0.51 | +0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.33 | 0.73 | +0.59 |
Correlation
The correlation between OCTW and KAPR is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
OCTW vs. KAPR - Dividend Comparison
Neither OCTW nor KAPR has paid dividends to shareholders.
Drawdowns
OCTW vs. KAPR - Drawdown Comparison
The maximum OCTW drawdown since its inception was -8.38%, smaller than the maximum KAPR drawdown of -16.91%. Use the drawdown chart below to compare losses from any high point for OCTW and KAPR.
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Drawdown Indicators
| OCTW | KAPR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.38% | -16.91% | +8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -5.86% | -8.39% | +2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -8.38% | -16.91% | +8.53% |
Current DrawdownCurrent decline from peak | -2.33% | 0.00% | -2.33% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -4.02% | +3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 1.37% | -0.28% |
Volatility
OCTW vs. KAPR - Volatility Comparison
AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) has a higher volatility of 2.42% compared to Innovator Russell 2000 Power Buffer ETF - April (KAPR) at 1.70%. This indicates that OCTW's price experiences larger fluctuations and is considered to be riskier than KAPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCTW | KAPR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.42% | 1.70% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 4.07% | 3.93% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.03% | 10.19% | -2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 11.77% | -5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.19% | 11.72% | -5.53% |