BOCT vs MIN

Comparison between Innovator U.S. Equity Buffer ETF - October (BOCT, ETF) and MFS Intermediate Income Trust (MIN, ETF).

5-Year PerformanceBOCT has outperformed MIN, delivering a return of +10.6% compared to +0.6%

BOCT vs MIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOCT(ETF)	MIN(ETF)
Net Assets	$300M	$298M
Expense Ratio	0.79%	N/A
Max Drawdown	24.54%	67.82%
Sharpe Ratio	1.77	-0.27
5Y Beta	0.63	0.15
5Y Dividends CAGR	N/A	-7.54%

Net Assets

Winner

BOCT

$300M

MIN

$298M

Expense Ratio

BOCT

0.79%

MIN

N/A

Max Drawdown

Winner

BOCT

24.54%

MIN

67.82%

Sharpe Ratio

Winner

BOCT

1.77

MIN

-0.27

5Y Beta

BOCT

0.63

Winner

MIN

0.15

5Y Dividends CAGR

BOCT

N/A

MIN

-7.54%

BOCT vs MIN - Historical Returns

Returns include dividend reinvestment.

Period	BOCT	MIN
1 month	+1.35%	+0.93%
3 months	+9.15%	+1.07%
6 months	+8.08%	-2.57%
1 year	+19.94%	-0.51%
5 years(CAGR)	+10.63%	+0.60%
10 years(CAGR)	N/A	+2.76%
Max(CAGR)	+10.49%	+4.39%

Winner

BOCT

+1.35%

MIN

+0.93%

Winner

BOCT

+9.15%

MIN

+1.07%

Winner

BOCT

+8.08%

MIN

-2.57%

Winner

BOCT

+19.94%

MIN

-0.51%

5Y(CAGR)

Winner

BOCT

+10.63%

MIN

+0.60%

10Y(CAGR)

BOCT

N/A

MIN

+2.76%

Max(CAGR)

Winner

BOCT

+10.49%

MIN

+4.39%

BOCT vs MIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BOCT	MIN
2026	+7.12%	-2.76%
2025	+14.45%	+6.90%
2024	+12.92%	+6.22%
2023	+21.51%	+5.56%
2022	-8.31%	-14.82%
2021	+16.09%	+3.59%
2020	+14.26%	+9.38%
2019	+18.62%	+13.42%
2018	-10.25%	-3.43%
2017	N/A	+3.29%
2016	N/A	+6.53%
2015	N/A	+2.94%
2014	N/A	+0.56%
2013	N/A	-12.60%
2012	N/A	+10.97%
2011	N/A	+7.20%
2010	N/A	+2.87%
2009	N/A	+15.16%
2008	N/A	+11.73%
2007	N/A	+3.03%
2006	N/A	+3.52%
2005	N/A	+2.31%
2004	N/A	-0.01%
2003	N/A	+2.19%
2002	N/A	+12.14%
2001	N/A	+5.51%
2000	N/A	+12.94%
1999	N/A	-3.96%

BOCT vs MIN Drawdown Comparison

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

The maximum drawdown for MIN was -19.29%, occurring on Oct 20, 2022. Recovery took 883 trading sessions.

The current BOCT drawdown is -0.26%. The current MIN drawdown is -4.40%.

Rank	BOCT	MIN
#1	-24.54% Feb 19, 2020 - Aug 3, 2020	-19.29% Aug 17, 2021 - Feb 24, 2025
#2	-14.29% Jan 4, 2022 - May 26, 2023	-19.02% Dec 21, 2012 - Mar 29, 2019
#3	-13.61% Feb 19, 2025 - Jun 24, 2025	-14.89% Sep 10, 2008 - Dec 17, 2008
#4	-13.60% Oct 2, 2018 - Apr 12, 2019	-12.32% Jun 13, 2003 - Nov 20, 2006
#5	-7.44% Sep 14, 2023 - Nov 22, 2023	-12.05% Feb 18, 2020 - May 1, 2020
#6	-6.09% Feb 2, 2026 - Apr 14, 2026	-11.33% Nov 9, 2010 - Dec 22, 2011
#7	-5.17% Oct 12, 2020 - Nov 6, 2020	-10.08% Mar 25, 2010 - Jun 30, 2010
#8	-4.63% Jul 26, 2019 - Nov 7, 2019	-8.58% Sep 10, 2002 - Jan 17, 2003
#9	-4.13% Apr 30, 2019 - Jun 20, 2019	-8.12% Oct 26, 2012 - Dec 21, 2012
#10	-3.81% Sep 2, 2020 - Sep 30, 2020	-7.70% Feb 12, 2009 - Apr 17, 2009
#11	-3.53% Oct 28, 2025 - Dec 5, 2025	-6.80% Apr 11, 2000 - Aug 15, 2000
#12	-2.90% Jul 31, 2023 - Aug 31, 2023	-6.19% Jan 14, 2026 - Mar 27, 2026
#13	-2.70% Jul 16, 2024 - Aug 14, 2024	-5.95% Nov 13, 2001 - Feb 12, 2002
#14	-2.54% Nov 16, 2021 - Dec 10, 2021	-5.94% Nov 1, 1999 - Apr 10, 2000
#15	-2.46% Dec 4, 2024 - Jan 21, 2025	-5.44% Sep 17, 2001 - Oct 2, 2001

Correlation

Correlation between BOCT and MIN is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2000 - 2026)

BOCT vs MIN dividend yield comparison.

Year	BOCT	MIN
2026	0.00%	4.69%
2025	0.00%	8.78%
2024	0.00%	9.12%
2023	0.00%	9.37%
2022	0.00%	10.05%
2021	0.00%	8.97%
2020	0.00%	8.90%
2019	0.20%	9.04%
2018	0.00%	9.70%
2017	0.00%	9.38%
2016	0.00%	9.39%
2015	0.00%	9.71%
2014	0.00%	9.92%
2013	0.00%	9.76%
2012	0.00%	8.27%
2011	0.00%	8.74%
2010	0.00%	9.14%
2009	0.00%	8.52%
2008	0.00%	9.38%
2007	0.00%	4.98%
2006	0.00%	5.55%
2005	0.00%	5.78%
2004	0.00%	5.63%
2003	0.00%	5.84%
2002	0.00%	6.15%
2001	0.00%	7.00%
2000	0.00%	3.18%