AGRH vs OCFS

Comparison between ISHARES INTEREST RATE HEDGED U.S. AGGREGATE BOND ETF (AGRH, ETF) and OTTER CREEK FOCUS STRATEGY ETF (OCFS, ETF).

AGRH vs OCFS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGRH(ETF)	OCFS(ETF)
Net Assets	$7.90M	$8M
Expense Ratio	0.13%	0.85%
Max Drawdown	2.38%	24.65%
Sharpe Ratio	1.20	0.05
5Y Beta	0.03	0.91
P/E Ratio	N/A	43.34
Forward P/E	N/A	19.23
PEG Ratio	N/A	0.23
5Y EPS CAGR	N/A	21.59%
Debt to Equity	N/A	82.43%
P/S Ratio	N/A	2.65
P/B Ratio	N/A	4.40

Net Assets

AGRH

$7.90M

Winner

OCFS

$8M

Expense Ratio

Winner

AGRH

0.13%

OCFS

0.85%

Max Drawdown

Winner

AGRH

2.38%

OCFS

24.65%

Sharpe Ratio

Winner

AGRH

1.20

OCFS

0.05

5Y Beta

Winner

AGRH

0.03

OCFS

0.91

P/E Ratio

AGRH

N/A

OCFS

43.34

Forward P/E

AGRH

N/A

OCFS

19.23

PEG Ratio

AGRH

N/A

OCFS

0.23

5Y EPS CAGR

AGRH

N/A

OCFS

21.59%

Debt to Equity

AGRH

N/A

OCFS

82.43%

P/S Ratio

AGRH

N/A

OCFS

2.65

P/B Ratio

AGRH

N/A

OCFS

4.40

AGRH vs OCFS - Historical Returns

Returns include dividend reinvestment.

Period	AGRH	OCFS
1 month	+0.03%	+0.35%
3 months	+1.03%	+2.73%
6 months	+1.50%	+19.24%
1 year	+5.64%	+1.91%
5 years(CAGR)	+5.43%	N/A
Max(CAGR)	+5.43%	+9.71%

AGRH

+0.03%

Winner

OCFS

+0.35%

AGRH

+1.03%

Winner

OCFS

+2.73%

AGRH

+1.50%

Winner

OCFS

+19.24%

Winner

AGRH

+5.64%

OCFS

+1.91%

5Y(CAGR)

AGRH

+5.43%

OCFS

N/A

Max(CAGR)

AGRH

+5.43%

Winner

OCFS

+9.71%

AGRH vs OCFS - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	AGRH	OCFS
2026	+2.00%	N/A
2025	+6.05%	+8.52%
2024	+6.13%	+5.35%
2023	+6.42%	N/A
2022	+1.75%	N/A

AGRH vs OCFS Drawdown Comparison

The maximum drawdown for AGRH was -1.73%, occurring on Apr 9, 2025. Recovery took 63 trading sessions.

The maximum drawdown for OCFS was -24.65%, occurring on Apr 8, 2025. Recovery took 226 trading sessions.

The current AGRH drawdown is -0.21%. The current OCFS drawdown is -2.06%.

Rank	AGRH	OCFS
#1	-1.73% Feb 14, 2025 - May 16, 2025	-24.65% Nov 11, 2024 - Oct 8, 2025
#2	-1.50% Aug 12, 2022 - Nov 18, 2022	-7.23% May 24, 2024 - Aug 21, 2024
#3	-0.98% Mar 3, 2023 - Apr 13, 2023	-5.46% Aug 30, 2024 - Sep 16, 2024
#4	-0.67% Jan 26, 2026 - Apr 8, 2026	-5.34% Oct 17, 2024 - Nov 11, 2024
#5	-0.66% Sep 21, 2023 - Nov 3, 2023	-2.89% Oct 8, 2025 - Oct 21, 2025
#6	-0.44% Jul 27, 2023 - Aug 22, 2023	-1.22% Oct 14, 2024 - Oct 17, 2024
#7	-0.42% Apr 9, 2024 - Apr 25, 2024	-0.97% Sep 26, 2024 - Oct 4, 2024
#8	-0.39% May 19, 2025 - Jun 2, 2025	-0.84% Oct 4, 2024 - Oct 9, 2024
#9	-0.37% Jun 12, 2024 - Jul 5, 2024	-0.79% May 22, 2024 - May 24, 2024
#10	-0.36% Aug 25, 2025 - Sep 5, 2025	-0.69% Oct 9, 2024 - Oct 11, 2024
#11	-0.34% Feb 14, 2023 - Mar 3, 2023	-0.65% Aug 21, 2024 - Aug 23, 2024
#12	-0.31% Nov 3, 2023 - Nov 7, 2023	-0.33% Aug 23, 2024 - Aug 29, 2024
#13	-0.30% Dec 14, 2022 - Jan 9, 2023	-0.15% Sep 19, 2024 - Sep 23, 2024
#14	-0.30% Aug 1, 2024 - Aug 14, 2024	-0.14% Sep 24, 2024 - Sep 26, 2024
#15	-0.30% May 5, 2023 - May 23, 2023	N/A