AVRY vs OCTT

Comparison between AVORY FOUNDATIONAL ETF (AVRY, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF).

AVRY vs OCTT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVRY(ETF)	OCTT(ETF)
Net Assets	$58M	$58M
Expense Ratio	0.89%	0.74%
Max Drawdown	21.58%	13.49%
Sharpe Ratio	-0.64	1.25
5Y Beta	1.17	0.61
P/E Ratio	111.38	N/A
Forward P/E	21.84	N/A
Debt to Equity	29.38%	N/A
P/S Ratio	2.78	N/A
P/B Ratio	3.71	N/A

Net Assets

AVRY

$58M

Winner

OCTT

$58M

Expense Ratio

AVRY

0.89%

Winner

OCTT

0.74%

Max Drawdown

AVRY

21.58%

Winner

OCTT

13.49%

Sharpe Ratio

AVRY

-0.64

Winner

OCTT

1.25

5Y Beta

AVRY

1.17

Winner

OCTT

0.61

P/E Ratio

AVRY

111.38

OCTT

N/A

Forward P/E

AVRY

21.84

OCTT

N/A

Debt to Equity

AVRY

29.38%

OCTT

N/A

P/S Ratio

AVRY

2.78

OCTT

N/A

P/B Ratio

AVRY

3.71

OCTT

N/A

AVRY vs OCTT - Historical Returns

Returns include dividend reinvestment.

Period	AVRY	OCTT
1 month	+2.66%	+0.70%
3 months	+1.64%	+3.57%
6 months	-8.55%	+6.01%
1 year	N/A	+13.83%
5 years(CAGR)	N/A	+10.18%
Max(CAGR)	-16.24%	+11.28%

Winner

AVRY

+2.66%

OCTT

+0.70%

AVRY

+1.64%

Winner

OCTT

+3.57%

AVRY

-8.55%

Winner

OCTT

+6.01%

AVRY

N/A

OCTT

+13.83%

5Y(CAGR)

AVRY

N/A

OCTT

+10.18%

Max(CAGR)

AVRY

-16.24%

Winner

OCTT

+11.28%

AVRY vs OCTT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	AVRY	OCTT
2026	-8.45%	+6.81%
2025	N/A	+13.95%
2024	N/A	+12.22%
2023	N/A	+21.28%
2022	N/A	-7.51%
2021	N/A	+14.54%
2020	N/A	+7.16%

AVRY vs OCTT Drawdown Comparison

The maximum drawdown for AVRY was -21.58%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The current AVRY drawdown is -9.83%. The current OCTT drawdown is -1.08%.

Rank	AVRY	OCTT
#1	-21.58% Jan 26, 2026 - Mar 27, 2026	-13.49% Jan 3, 2022 - May 1, 2023
#2	N/A	-13.04% Feb 19, 2025 - Jun 24, 2025
#3	N/A	-6.93% Sep 14, 2023 - Nov 20, 2023
#4	N/A	-5.81% Feb 25, 2026 - Apr 14, 2026
#5	N/A	-4.86% Oct 12, 2020 - Nov 9, 2020
#6	N/A	-3.08% Oct 27, 2025 - Dec 5, 2025
#7	N/A	-2.55% Jul 16, 2024 - Aug 14, 2024
#8	N/A	-2.42% Dec 6, 2024 - Jan 21, 2025
#9	N/A	-2.30% Nov 16, 2021 - Dec 10, 2021
#10	N/A	-2.26% Aug 1, 2023 - Aug 29, 2023
#11	N/A	-2.15% May 1, 2023 - May 18, 2023
#12	N/A	-2.10% Jun 2, 2026 - Jul 6, 2026
#13	N/A	-2.05% Mar 28, 2024 - May 6, 2024
#14	N/A	-2.01% Jan 21, 2021 - Feb 4, 2021
#15	N/A	-1.84% Feb 24, 2021 - Mar 10, 2021