BOCT vs JCE

Comparison between Innovator U.S. Equity Buffer ETF - October (BOCT, ETF) and Nuveen Core Equity Alpha Fund (JCE, ETF).

5-Year PerformanceJCE has outperformed BOCT, delivering a return of +11.6% compared to +10.5%

BOCT vs JCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOCT(ETF)	JCE(ETF)
Net Assets	$296M	$296M
Expense Ratio	0.79%	N/A
Max Drawdown	24.54%	64.90%
Sharpe Ratio	1.38	0.94
5Y Beta	0.63	0.80
5Y Dividends CAGR	N/A	4.90%

Net Assets

BOCT

$296M

Winner

JCE

$296M

Expense Ratio

BOCT

0.79%

JCE

N/A

Max Drawdown

Winner

BOCT

24.54%

JCE

64.90%

Sharpe Ratio

Winner

BOCT

1.38

JCE

0.94

5Y Beta

Winner

BOCT

0.63

JCE

0.80

5Y Dividends CAGR

BOCT

N/A

JCE

4.90%

BOCT vs JCE - Historical Returns

Returns include dividend reinvestment.

Period	BOCT	JCE
1 month	+0.78%	+3.48%
3 months	+4.98%	+7.34%
6 months	+7.50%	+8.81%
1 year	+15.94%	+17.08%
5 years(CAGR)	+10.52%	+11.55%
10 years(CAGR)	N/A	+12.17%
Max(CAGR)	+10.45%	+10.03%

BOCT

+0.78%

Winner

JCE

+3.48%

BOCT

+4.98%

Winner

JCE

+7.34%

BOCT

+7.50%

Winner

JCE

+8.81%

BOCT

+15.94%

Winner

JCE

+17.08%

5Y(CAGR)

BOCT

+10.52%

Winner

JCE

+11.55%

10Y(CAGR)

BOCT

N/A

JCE

+12.17%

Max(CAGR)

Winner

BOCT

+10.45%

JCE

+10.03%

BOCT vs JCE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	BOCT	JCE
2026	+7.83%	+10.47%
2025	+14.45%	+11.45%
2024	+12.92%	+28.16%
2023	+21.51%	+12.70%
2022	-8.31%	-12.92%
2021	+16.09%	+50.42%
2020	+14.26%	+3.73%
2019	+18.62%	+30.21%
2018	-10.25%	-10.86%
2017	N/A	+31.07%
2016	N/A	+1.74%
2015	N/A	+0.50%
2014	N/A	+19.62%
2013	N/A	+35.38%
2012	N/A	+14.23%
2011	N/A	+2.56%
2010	N/A	+19.72%
2009	N/A	+32.50%
2008	N/A	-34.35%
2007	N/A	-11.96%

BOCT vs JCE Drawdown Comparison

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

The maximum drawdown for JCE was -57.60%, occurring on Mar 9, 2009. Recovery took 951 trading sessions.

The current BOCT drawdown is -0.39%. The current JCE drawdown is -0.06%.

Rank	BOCT	JCE
#1	-24.54% Feb 19, 2020 - Aug 3, 2020	-57.60% Apr 19, 2007 - Jan 26, 2011
#2	-14.29% Jan 4, 2022 - May 26, 2023	-43.39% Feb 14, 2020 - Jan 20, 2021
#3	-13.61% Feb 19, 2025 - Jun 24, 2025	-30.15% Dec 31, 2021 - Mar 13, 2024
#4	-13.60% Oct 2, 2018 - Apr 12, 2019	-28.91% Aug 8, 2018 - Dec 27, 2019
#5	-7.44% Sep 14, 2023 - Nov 22, 2023	-21.74% Jun 30, 2011 - Feb 7, 2012
#6	-6.09% Feb 2, 2026 - Apr 14, 2026	-19.02% Feb 19, 2025 - Jul 25, 2025
#7	-5.17% Oct 12, 2020 - Nov 6, 2020	-18.87% Mar 23, 2015 - Jul 11, 2016
#8	-4.63% Jul 26, 2019 - Nov 7, 2019	-12.12% Jul 29, 2014 - Nov 20, 2014
#9	-4.13% Apr 30, 2019 - Jun 20, 2019	-11.72% Jul 21, 2016 - Feb 21, 2017
#10	-3.81% Sep 2, 2020 - Sep 30, 2020	-10.87% Jan 27, 2026 - Apr 15, 2026
#11	-3.53% Oct 28, 2025 - Dec 5, 2025	-10.02% Oct 5, 2012 - Jan 16, 2013
#12	-2.90% Jul 31, 2023 - Aug 31, 2023	-9.26% May 1, 2012 - Sep 12, 2012
#13	-2.70% Jul 16, 2024 - Aug 14, 2024	-9.17% May 21, 2013 - Jul 15, 2013
#14	-2.54% Nov 16, 2021 - Dec 10, 2021	-9.05% Jan 26, 2018 - May 21, 2018
#15	-2.46% Dec 4, 2024 - Jan 21, 2025	-8.34% Jan 21, 2014 - Feb 26, 2014

Correlation

Correlation between BOCT and JCE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2007 - 2026)

BOCT vs JCE dividend yield comparison.

Year	BOCT	JCE
2026	0.00%	4.23%
2025	0.00%	8.03%
2024	0.00%	8.05%
2023	0.00%	9.45%
2022	0.00%	17.22%
2021	0.00%	9.89%
2020	0.00%	6.57%
2019	0.20%	6.84%
2018	0.00%	9.23%
2017	0.00%	17.33%
2016	0.00%	8.68%
2015	0.00%	19.27%
2014	0.00%	14.38%
2013	0.00%	8.51%
2012	0.00%	8.09%
2011	0.00%	8.66%
2010	0.00%	10.14%
2009	0.00%	7.04%
2008	0.00%	15.53%
2007	0.00%	7.89%