BOCT vs DBL

Comparison between Innovator U.S. Equity Buffer ETF - October (BOCT, ETF) and DoubleLine Opportunistic Credit Fund (DBL, ETF).

5-Year PerformanceBOCT has outperformed DBL, delivering a return of +10.3% compared to +2.1%

BOCT vs DBL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOCT(ETF)	DBL(ETF)
Net Assets	$290M	$289M
Expense Ratio	0.79%	N/A
Max Drawdown	24.54%	50.83%
Sharpe Ratio	1.68	-0.47
5Y Beta	0.62	0.17
5Y Dividends CAGR	N/A	-4.68%

Net Assets

Winner

BOCT

$290M

DBL

$289M

Expense Ratio

BOCT

0.79%

DBL

N/A

Max Drawdown

Winner

BOCT

24.54%

DBL

50.83%

Sharpe Ratio

Winner

BOCT

1.68

DBL

-0.47

5Y Beta

BOCT

0.62

Winner

DBL

0.17

5Y Dividends CAGR

BOCT

N/A

DBL

-4.68%

BOCT vs DBL - Historical Returns

Returns include dividend reinvestment.

Period	BOCT	DBL
1 month	+1.24%	+0.07%
3 months	+5.81%	-0.40%
6 months	+6.17%	-2.00%
1 year	+19.28%	-0.13%
5 years(CAGR)	+10.30%	+2.07%
10 years(CAGR)	N/A	+2.36%
Max(CAGR)	+10.37%	+4.53%

Winner

BOCT

+1.24%

DBL

+0.07%

Winner

BOCT

+5.81%

DBL

-0.40%

Winner

BOCT

+6.17%

DBL

-2.00%

Winner

BOCT

+19.28%

DBL

-0.13%

5Y(CAGR)

Winner

BOCT

+10.30%

DBL

+2.07%

10Y(CAGR)

BOCT

N/A

DBL

+2.36%

Max(CAGR)

Winner

BOCT

+10.37%

DBL

+4.53%

BOCT vs DBL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BOCT	DBL
2026	+5.89%	-1.93%
2025	+14.45%	+7.08%
2024	+12.92%	+10.67%
2023	+21.51%	+12.59%
2022	-8.31%	-14.98%
2021	+16.09%	+5.85%
2020	+14.26%	+4.27%
2019	+18.62%	+15.02%
2018	-10.25%	-6.48%
2017	N/A	+4.42%
2016	N/A	-2.09%
2015	N/A	+12.98%
2014	N/A	+22.63%
2013	N/A	-10.37%
2012	N/A	+12.82%

BOCT vs DBL Drawdown Comparison

The maximum drawdown for BOCT was -24.54%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for DBL was -26.44%, occurring on Mar 18, 2020. Recovery took 238 trading sessions.

The current BOCT drawdown is -1.34%. The current DBL drawdown is -3.12%.

Rank	BOCT	DBL
#1	-24.54% Feb 19, 2020 - Aug 3, 2020	-26.44% Jan 22, 2020 - Dec 30, 2020
#2	-14.29% Jan 4, 2022 - May 26, 2023	-24.54% Oct 14, 2021 - Aug 2, 2024
#3	-13.61% Feb 19, 2025 - Jun 24, 2025	-21.29% May 10, 2013 - Nov 25, 2014
#4	-13.60% Oct 2, 2018 - Apr 12, 2019	-19.89% Jul 3, 2017 - Jan 22, 2020
#5	-7.44% Sep 14, 2023 - Nov 22, 2023	-15.86% Sep 8, 2016 - Jul 3, 2017
#6	-6.09% Feb 2, 2026 - Apr 14, 2026	-10.90% Feb 3, 2015 - Oct 7, 2015
#7	-5.17% Oct 12, 2020 - Nov 6, 2020	-6.67% May 12, 2016 - Jun 7, 2016
#8	-4.63% Jul 26, 2019 - Nov 7, 2019	-5.96% Nov 5, 2015 - Dec 7, 2015
#9	-4.13% Apr 30, 2019 - Jun 20, 2019	-5.72% Oct 22, 2025 - Mar 30, 2026
#10	-3.81% Sep 2, 2020 - Sep 30, 2020	-4.78% Feb 21, 2012 - Apr 26, 2012
#11	-3.53% Oct 28, 2025 - Dec 5, 2025	-4.76% Sep 18, 2024 - Jan 15, 2025
#12	-2.90% Jul 31, 2023 - Aug 31, 2023	-4.69% Oct 4, 2012 - Dec 12, 2012
#13	-2.70% Jul 16, 2024 - Aug 14, 2024	-3.97% Apr 26, 2012 - Jun 4, 2012
#14	-2.54% Nov 16, 2021 - Dec 10, 2021	-3.94% Dec 17, 2015 - Feb 5, 2016
#15	-2.46% Dec 4, 2024 - Jan 21, 2025	-3.82% Jun 27, 2016 - Jul 22, 2016

Correlation

Correlation between BOCT and DBL is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2012 - 2026)

BOCT vs DBL dividend yield comparison.

Year	BOCT	DBL
2026	0.00%	3.83%
2025	0.00%	8.66%
2024	0.00%	8.52%
2023	0.00%	8.60%
2022	0.00%	8.89%
2021	0.00%	7.17%
2020	0.00%	8.69%
2019	0.20%	6.83%
2018	0.00%	10.27%
2017	0.00%	9.03%
2016	0.00%	8.68%
2015	0.00%	9.35%
2014	0.00%	10.14%
2013	0.00%	8.98%
2012	0.00%	7.34%