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XIDE vs. OCTQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XIDE vs. OCTQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Cboe Vest U.S. Equity Buffer & Premium Income ETF - December (XIDE) and Innovator Premium Income 40 Barrier ETF - October (OCTQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


XIDE

1D
-0.35%
1M
0.40%
YTD
2.82%
6M
3.29%
1Y
7.39%
3Y*
5Y*
10Y*

OCTQ

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

XIDE vs. OCTQ - Yearly Performance Comparison


XIDE vs. OCTQ - Sectors Allocation Comparison


Sectors
XIDE
OCTQ

Technology

36.2%
35.3%

Financial Services

11.9%
13.4%

Communication Services

10.9%
9.9%

Consumer Cyclical

10.1%
10.6%

Healthcare

8.4%
8.8%

Industrials

8.1%
7.8%

Consumer Defensive

4.9%
5.2%

Energy

3.5%
3.0%

Utilities

2.3%
2.5%

Real Estate

1.9%
2.0%

Basic Materials

1.8%
1.6%

Technology

XIDE
36.2%
OCTQ
35.3%

Financial Services

XIDE
11.9%
OCTQ
13.4%

Communication Services

XIDE
10.9%
OCTQ
9.9%

Consumer Cyclical

XIDE
10.1%
OCTQ
10.6%

Healthcare

XIDE
8.4%
OCTQ
8.8%

Industrials

XIDE
8.1%
OCTQ
7.8%

Consumer Defensive

XIDE
4.9%
OCTQ
5.2%

Energy

XIDE
3.5%
OCTQ
3.0%

Utilities

XIDE
2.3%
OCTQ
2.5%

Real Estate

XIDE
1.9%
OCTQ
2.0%

Basic Materials

XIDE
1.8%
OCTQ
1.6%

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Return for Risk

XIDE vs. OCTQ — Risk / Return Rank

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

XIDE
XIDE Risk / Return Rank: 8585
Overall Rank
XIDE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
XIDE Sortino Ratio Rank: 9090
Sortino Ratio Rank
XIDE Omega Ratio Rank: 9494
Omega Ratio Rank
XIDE Calmar Ratio Rank: 6767
Calmar Ratio Rank
XIDE Martin Ratio Rank: 9090
Martin Ratio Rank

OCTQ
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.

XIDE vs. OCTQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest U.S. Equity Buffer & Premium Income ETF - December (XIDE) and Innovator Premium Income 40 Barrier ETF - October (OCTQ). 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.


XIDEOCTQDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.64

Calmar ratioReturn relative to maximum drawdown

3.11

Martin ratioReturn relative to average drawdown

19.26

XIDE vs. OCTQ - Sharpe Ratio Comparison


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Sharpe Ratios by Period


XIDEOCTQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.55

Sharpe Ratio (All Time)

Calculated using the full available price history

1.33

Drawdowns

XIDE vs. OCTQ - Drawdown Comparison

The maximum XIDE drawdown since its inception was -6.61%, which is greater than OCTQ's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XIDE and OCTQ.


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Drawdown Indicators


XIDEOCTQDifference

Max Drawdown

Largest peak-to-trough decline

-6.61%

0.00%

-6.61%

Max Drawdown (1Y)

Largest decline over 1 year

-2.38%

Current Drawdown

Current decline from peak

-0.35%

0.00%

-0.35%

Average Drawdown

Average peak-to-trough decline

-0.25%

0.00%

-0.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.38%

Volatility

XIDE vs. OCTQ - Volatility Comparison


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Volatility by Period


XIDEOCTQDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.48%

Volatility (6M)

Calculated over the trailing 6-month period

2.63%

Volatility (1Y)

Calculated over the trailing 1-year period

2.92%

0.00%

+2.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.12%

0.00%

+5.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.12%

0.00%

+5.12%

XIDE vs. OCTQ - Expense Ratio Comparison

XIDE has a 0.85% expense ratio, which is higher than OCTQ's 0.79% expense ratio.


Dividends

XIDE vs. OCTQ - Dividend Comparison

XIDE's dividend yield for the trailing twelve months is around 6.38%, while OCTQ has not paid dividends to shareholders.


Frequently Asked Questions


On fees, OCTQ is cheaper at 0.79% per year. The better choice depends on whether you care most about return, fees, risk, or income.

OCTQ is cheaper with a 0.79% expense ratio, compared with 0.85% for XIDE.

XIDE has the higher dividend yield at 6.38%, compared with 0.00% for OCTQ.

They also come from different issuers: FT Vest and Innovator. Their fees differ too: 0.85% for XIDE and 0.79% for OCTQ.

Portfolio Optimizer

Find the right allocation for XIDE and OCTQ

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