AOCT vs CXH
Comparison between Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT, ETF) and MFS Investment Grade Municipal Trust (CXH, ETF).
AOCT vs CXH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOCT
$70M
Winner
CXH
$70M
Expense Ratio
AOCT
0.79%
CXH
N/A
Max Drawdown
Winner
AOCT
3.71%
CXH
54.10%
Sharpe Ratio
Winner
AOCT
1.37
CXH
0.63
5Y Beta
AOCT
0.19
Winner
CXH
0.06
5Y Dividends CAGR
AOCT
N/A
CXH
3.80%
AOCT vs CXH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOCT
+0.52%
CXH
-6.08%
3M
Winner
AOCT
+2.10%
CXH
-5.02%
6M
Winner
AOCT
+2.78%
CXH
+0.80%
1Y
AOCT
+7.15%
Winner
CXH
+8.67%
5Y(CAGR)
AOCT
N/A
CXH
-0.71%
10Y(CAGR)
AOCT
N/A
CXH
+1.67%
Max(CAGR)
Winner
AOCT
+5.48%
CXH
+5.48%
AOCT vs CXH - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AOCT | CXH |
|---|---|---|
| 2026 | +2.39% | +0.12% |
| 2025 | +7.18% | +3.62% |
| 2024 | -0.04% | +10.20% |
| 2023 | N/A | +9.31% |
| 2022 | N/A | -26.62% |
| 2021 | N/A | +10.16% |
| 2020 | N/A | +4.90% |
| 2019 | N/A | +13.79% |
| 2018 | N/A | -5.68% |
| 2017 | N/A | +7.60% |
| 2016 | N/A | -0.48% |
| 2015 | N/A | +11.47% |
| 2014 | N/A | +15.84% |
| 2013 | N/A | -14.45% |
| 2012 | N/A | +12.54% |
| 2011 | N/A | +18.49% |
| 2010 | N/A | +1.54% |
| 2009 | N/A | +56.18% |
| 2008 | N/A | -31.18% |
| 2007 | N/A | -6.83% |
| 2006 | N/A | +8.83% |
| 2005 | N/A | +10.09% |
| 2004 | N/A | +5.08% |
| 2003 | N/A | +11.01% |
| 2002 | N/A | +3.92% |
| 2001 | N/A | +20.12% |
| 2000 | N/A | +17.36% |
| 1999 | N/A | -2.43% |
AOCT vs CXH Drawdown Comparison
The maximum drawdown for AOCT was -3.71%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.
The maximum drawdown for CXH was -49.04%, occurring on Dec 16, 2008. Recovery took 747 trading sessions.
The current AOCT drawdown is -0.20%. The current CXH drawdown is -9.33%.
| Rank | AOCT | CXH |
|---|---|---|
| #1 | -3.71% Feb 19, 2025 - May 15, 2025 | -49.04% Mar 13, 2007 - Mar 1, 2010 |
| #2 | -1.65% Feb 10, 2026 - Apr 9, 2026 | -34.67% Aug 4, 2021 - Oct 27, 2022 |
| #3 | -1.24% Dec 16, 2024 - Jan 23, 2025 | -28.19% Mar 4, 2020 - Feb 1, 2021 |
| #4 | -0.88% Oct 16, 2024 - Nov 26, 2024 | -22.75% Jul 11, 2012 - Jul 10, 2015 |
| #5 | -0.81% Oct 27, 2025 - Nov 28, 2025 | -17.94% Sep 9, 2010 - Sep 26, 2011 |
| #6 | -0.60% Oct 1, 2024 - Oct 14, 2024 | -15.34% Mar 11, 2004 - Feb 4, 2005 |
| #7 | -0.54% Jan 16, 2026 - Jan 23, 2026 | -12.58% Sep 6, 2016 - Aug 29, 2017 |
| #8 | -0.44% May 15, 2025 - May 29, 2025 | -12.25% Sep 1, 2017 - May 22, 2019 |
| #9 | -0.44% Dec 4, 2024 - Dec 16, 2024 | -9.74% Aug 30, 2002 - Apr 29, 2003 |
| #10 | -0.42% Jul 3, 2025 - Jul 21, 2025 | -9.23% Jul 10, 2003 - Nov 28, 2003 |
| #11 | -0.37% Oct 6, 2025 - Oct 20, 2025 | -8.86% Mar 1, 2002 - Jun 26, 2002 |
| #12 | -0.36% Feb 2, 2026 - Feb 9, 2026 | -8.51% Nov 14, 2001 - Feb 28, 2002 |
| #13 | -0.35% Aug 6, 2025 - Aug 12, 2025 | -8.23% Nov 16, 1999 - Apr 10, 2000 |
| #14 | -0.34% Aug 13, 2025 - Aug 22, 2025 | -8.01% Feb 22, 2006 - Sep 22, 2006 |
| #15 | -0.30% Sep 22, 2025 - Sep 30, 2025 | -7.38% Mar 2, 2012 - May 11, 2012 |
Correlation
Correlation between AOCT and CXH is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
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