BCHI vs OCTJ
Comparison between GMO BEYOND CHINA ETF (BCHI, ETF) and Innovator Premium Income 30 Barrier ETF - October (OCTJ, ETF).
BCHI vs OCTJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCHI
$19M
OCTJ
$19M
Expense Ratio
Winner
BCHI
0.65%
OCTJ
0.79%
Max Drawdown
BCHI
14.33%
Winner
OCTJ
7.84%
Sharpe Ratio
Winner
BCHI
2.00
OCTJ
0.71
5Y Beta
BCHI
0.84
Winner
OCTJ
0.22
BCHI vs OCTJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BCHI
+3.13%
OCTJ
+0.46%
3M
Winner
BCHI
+26.65%
OCTJ
+2.29%
6M
Winner
BCHI
+35.66%
OCTJ
+2.84%
1Y
Winner
BCHI
+55.54%
OCTJ
+5.67%
Max(CAGR)
Winner
BCHI
+46.63%
OCTJ
+6.12%
BCHI vs OCTJ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BCHI | OCTJ |
|---|---|---|
| 2026 | +29.40% | +2.35% |
| 2025 | +25.80% | +5.64% |
| 2024 | N/A | +5.44% |
| 2023 | N/A | +3.01% |
BCHI vs OCTJ Drawdown Comparison
The maximum drawdown for BCHI was -14.33%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The maximum drawdown for OCTJ was -5.35%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The current BCHI drawdown is -3.94%.
| Rank | BCHI | OCTJ |
|---|---|---|
| #1 | -14.33% Feb 18, 2025 - May 12, 2025 | -5.35% Mar 24, 2025 - May 8, 2025 |
| #2 | -14.14% Feb 25, 2026 - Apr 17, 2026 | -1.25% Feb 26, 2026 - Apr 8, 2026 |
| #3 | -8.82% Jun 2, 2026 - Jun 10, 2026 | -1.04% Oct 28, 2025 - Nov 25, 2025 |
| #4 | -6.91% May 8, 2026 - May 26, 2026 | -0.86% Feb 19, 2025 - Mar 21, 2025 |
| #5 | -3.71% Oct 29, 2025 - Dec 5, 2025 | -0.81% Oct 16, 2023 - Nov 1, 2023 |
| #6 | -3.37% Sep 16, 2025 - Oct 15, 2025 | -0.67% Sep 29, 2025 - Oct 20, 2025 |
| #7 | -3.23% Dec 10, 2025 - Dec 23, 2025 | -0.66% Dec 6, 2024 - Dec 24, 2024 |
| #8 | -2.78% Jun 12, 2025 - Jun 24, 2025 | -0.62% Sep 30, 2024 - Oct 14, 2024 |
| #9 | -1.75% Apr 17, 2026 - Apr 22, 2026 | -0.58% Jul 26, 2024 - Aug 16, 2024 |
| #10 | -1.72% Aug 18, 2025 - Sep 8, 2025 | -0.42% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -1.71% Jul 3, 2025 - Jul 16, 2025 | -0.37% May 15, 2025 - Jun 3, 2025 |
| #12 | -1.69% Feb 3, 2026 - Feb 6, 2026 | -0.36% Nov 13, 2024 - Nov 26, 2024 |
| #13 | -1.63% Jan 28, 2026 - Feb 3, 2026 | -0.36% Jan 6, 2025 - Jan 15, 2025 |
| #14 | -1.53% Jul 23, 2025 - Aug 5, 2025 | -0.35% Jan 22, 2025 - Feb 6, 2025 |
| #15 | -1.33% Jan 16, 2026 - Jan 22, 2026 | -0.35% Jun 8, 2026 - Jun 12, 2026 |
Correlation
Correlation between BCHI and OCTJ is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
BCHI vs OCTJ dividend yield comparison.
| Year | BCHI | OCTJ |
|---|---|---|
| 2026 | 0.00% | 1.31% |
| 2025 | 3.67% | 5.23% |
| 2024 | 0.00% | 6.27% |
| 2023 | 0.00% | 1.64% |
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