BOCT vs POWR

Comparison between Innovator U.S. Equity Buffer ETF - October (BOCT, ETF) and ISHARES U.S. POWER INFRASTRUCTURE ETF (POWR, ETF).

5-Year PerformancePOWR has outperformed BOCT, delivering a return of +14.7% compared to +10.3%

BOCT vs POWR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BOCT(ETF)	POWR(ETF)
Net Assets	$290M	$290M
Expense Ratio	0.79%	0.40%
Max Drawdown	24.54%	72.09%
Sharpe Ratio	1.68	1.35
5Y Beta	0.62	0.68
P/E Ratio	N/A	22.04
Forward P/E	N/A	19.41
PEG Ratio	N/A	0.45
5Y Dividends CAGR	N/A	29.09%
5Y EPS CAGR	N/A	16.26%
Debt to Equity	N/A	83.72%
P/S Ratio	N/A	3.16
P/B Ratio	N/A	2.89

Net Assets

BOCT

$290M

Winner

POWR

$290M

Expense Ratio

BOCT

0.79%

Winner

POWR

0.40%

Max Drawdown

Winner

BOCT

24.54%

POWR

72.09%

Sharpe Ratio

Winner

BOCT

1.68

POWR

1.35

5Y Beta

Winner

BOCT

0.62

POWR

0.68

P/E Ratio

BOCT

N/A

POWR

22.04

Forward P/E

BOCT

N/A

POWR

19.41

PEG Ratio

BOCT

N/A

POWR

0.45

5Y Dividends CAGR

BOCT

N/A

POWR

29.09%

5Y EPS CAGR

BOCT

N/A

POWR

16.26%

Debt to Equity

BOCT

N/A

POWR

83.72%

P/S Ratio

BOCT

N/A

POWR

3.16

P/B Ratio

BOCT

N/A

POWR

2.89

BOCT vs POWR - Historical Returns

Returns include dividend reinvestment.

Period	BOCT	POWR
1 month	+1.24%	-3.54%
3 months	+5.81%	+4.87%
6 months	+6.17%	+13.08%
1 year	+19.28%	+28.17%
5 years(CAGR)	+10.30%	+14.68%
10 years(CAGR)	N/A	+8.36%
Max(CAGR)	+10.37%	+4.36%

Winner

BOCT

+1.24%

POWR

-3.54%

Winner

BOCT

+5.81%

POWR

+4.87%

BOCT

+6.17%

Winner

POWR

+13.08%

BOCT

+19.28%

Winner

POWR

+28.17%

5Y(CAGR)

BOCT

+10.30%

Winner

POWR

+14.68%

10Y(CAGR)

BOCT

N/A

POWR

+8.36%

Max(CAGR)

Winner

BOCT

+10.37%

POWR

+4.36%

BOCT vs POWR - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BOCT	POWR
2026	+5.89%	+13.91%
2025	+14.45%	+9.62%
2024	+12.92%	-2.08%
2023	+21.51%	+7.60%
2022	-8.31%	+39.06%
2021	+16.09%	+41.27%
2020	+14.26%	-28.88%
2019	+18.62%	+6.62%
2018	-10.25%	-12.61%
2017	N/A	+8.23%
2016	N/A	+28.23%
2015	N/A	-21.79%
2014	N/A	-14.48%
2013	N/A	+12.85%
2012	N/A	-4.91%

BOCT vs POWR Drawdown Comparison

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

The maximum drawdown for POWR was -65.97%, occurring on Mar 18, 2020. Recovery took 1952 trading sessions.

The current BOCT drawdown is -1.34%. The current POWR drawdown is -3.54%.

Rank	BOCT	POWR
#1	-24.54% Feb 19, 2020 - Aug 3, 2020	-65.97% Jun 23, 2014 - Mar 23, 2022
#2	-14.29% Jan 4, 2022 - May 26, 2023	-25.07% Jun 8, 2022 - Nov 15, 2022
#3	-13.61% Feb 19, 2025 - Jun 24, 2025	-23.12% Apr 10, 2024 - Feb 3, 2026
#4	-13.60% Oct 2, 2018 - Apr 12, 2019	-20.95% Feb 27, 2012 - Oct 22, 2013
#5	-7.44% Sep 14, 2023 - Nov 22, 2023	-15.40% Nov 15, 2022 - Aug 11, 2023
#6	-6.09% Feb 2, 2026 - Apr 14, 2026	-10.13% Sep 14, 2023 - Mar 14, 2024
#7	-5.17% Oct 12, 2020 - Nov 6, 2020	-8.73% Dec 31, 2013 - Apr 2, 2014
#8	-4.63% Jul 26, 2019 - Nov 7, 2019	-8.41% Apr 20, 2022 - May 4, 2022
#9	-4.13% Apr 30, 2019 - Jun 20, 2019	-7.44% May 6, 2022 - May 17, 2022
#10	-3.81% Sep 2, 2020 - Sep 30, 2020	-4.29% May 5, 2026 - May 19, 2026
#11	-3.53% Oct 28, 2025 - Dec 5, 2025	-4.28% Nov 22, 2013 - Dec 31, 2013
#12	-2.90% Jul 31, 2023 - Aug 31, 2023	-4.20% Feb 24, 2026 - Apr 9, 2026
#13	-2.70% Jul 16, 2024 - Aug 14, 2024	-3.73% Nov 4, 2013 - Nov 15, 2013
#14	-2.54% Nov 16, 2021 - Dec 10, 2021	-3.01% Aug 11, 2023 - Aug 30, 2023
#15	-2.46% Dec 4, 2024 - Jan 21, 2025	-2.51% Mar 25, 2022 - Apr 8, 2022

Correlation

Correlation between BOCT and POWR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2012 - 2026)

BOCT vs POWR dividend yield comparison.

Year	BOCT	POWR
2026	0.00%	0.28%
2025	0.00%	7.56%
2024	0.00%	4.36%
2023	0.00%	4.16%
2022	0.00%	4.82%
2021	0.00%	3.94%
2020	0.00%	3.96%
2019	0.20%	5.71%
2018	0.00%	3.17%
2017	0.00%	3.11%
2016	0.00%	2.75%
2015	0.00%	3.42%
2014	0.00%	2.44%
2013	0.00%	2.46%
2012	0.00%	2.56%