PortfoliosLab logoPortfoliosLab logo
XIMR vs. HOCT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XIMR vs. HOCT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) and Innovator Premium Income 9 Buffer ETF - October (HOCT). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

XIMR vs. HOCT - Yearly Performance Comparison


Returns By Period


XIMR

1D
1.01%
1M
0.59%
YTD
1.22%
6M
2.70%
1Y
7.03%
3Y*
5Y*
10Y*

HOCT

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

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


XIMR vs. HOCT - Expense Ratio Comparison

XIMR has a 0.85% expense ratio, which is higher than HOCT's 0.79% expense ratio.


Return for Risk

XIMR vs. HOCT — Risk / Return Rank

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

XIMR
XIMR Risk / Return Rank: 7676
Overall Rank
XIMR Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
XIMR Sortino Ratio Rank: 7272
Sortino Ratio Rank
XIMR Omega Ratio Rank: 9595
Omega Ratio Rank
XIMR Calmar Ratio Rank: 5757
Calmar Ratio Rank
XIMR Martin Ratio Rank: 8888
Martin Ratio Rank

HOCT
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.

XIMR vs. HOCT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Vest U.S. Equity Buffer & Premium Income ETF - March (XIMR) and Innovator Premium Income 9 Buffer ETF - October (HOCT). 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.


XIMRHOCTDifference

Sharpe ratio

Return per unit of total volatility

1.21

Sortino ratio

Return per unit of downside risk

1.86

Omega ratio

Gain probability vs. loss probability

1.48

Calmar ratio

Return relative to maximum drawdown

1.51

Martin ratio

Return relative to average drawdown

11.09

XIMR vs. HOCT - Sharpe Ratio Comparison


Loading graphics...

Sharpe Ratios by Period


XIMRHOCTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

Sharpe Ratio (All Time)

Calculated using the full available price history

1.49

Dividends

XIMR vs. HOCT - Dividend Comparison

XIMR's dividend yield for the trailing twelve months is around 6.35%, while HOCT has not paid dividends to shareholders.


Drawdowns

XIMR vs. HOCT - Drawdown Comparison

The maximum XIMR drawdown since its inception was -5.12%, which is greater than HOCT's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for XIMR and HOCT.


Loading graphics...

Drawdown Indicators


XIMRHOCTDifference

Max Drawdown

Largest peak-to-trough decline

-5.12%

0.00%

-5.12%

Max Drawdown (1Y)

Largest decline over 1 year

-4.79%

Current Drawdown

Current decline from peak

-0.08%

0.00%

-0.08%

Average Drawdown

Average peak-to-trough decline

-0.19%

0.00%

-0.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.65%

Volatility

XIMR vs. HOCT - Volatility Comparison


Loading graphics...

Volatility by Period


XIMRHOCTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.31%

Volatility (6M)

Calculated over the trailing 6-month period

1.51%

Volatility (1Y)

Calculated over the trailing 1-year period

5.81%

0.00%

+5.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.50%

0.00%

+4.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.50%

0.00%

+4.50%