BOCT vs TAXX
Comparison between Innovator U.S. Equity Buffer ETF - October (BOCT, ETF) and BONDBLOXX IR+M TAX-AWARE SHORT DURATION ETF (TAXX, ETF).
BOCT vs TAXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BOCT
$296M
TAXX
$296M
Expense Ratio
BOCT
0.79%
Winner
TAXX
0.35%
Max Drawdown
BOCT
24.54%
Winner
TAXX
1.50%
Sharpe Ratio
Winner
BOCT
1.38
TAXX
-0.30
5Y Beta
BOCT
0.63
Winner
TAXX
0.01
BOCT vs TAXX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BOCT
+0.78%
TAXX
+0.02%
3M
Winner
BOCT
+4.98%
TAXX
+0.60%
6M
Winner
BOCT
+7.50%
TAXX
+0.92%
1Y
Winner
BOCT
+15.94%
TAXX
+3.03%
5Y(CAGR)
BOCT
+10.52%
TAXX
N/A
Max(CAGR)
Winner
BOCT
+10.45%
TAXX
+3.95%
BOCT vs TAXX - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | BOCT | TAXX |
|---|---|---|
| 2026 | +7.83% | +1.22% |
| 2025 | +14.45% | +4.38% |
| 2024 | +12.92% | +3.51% |
| 2023 | +21.51% | N/A |
| 2022 | -8.31% | N/A |
| 2021 | +16.09% | N/A |
| 2020 | +14.26% | N/A |
| 2019 | +18.62% | N/A |
| 2018 | -10.25% | N/A |
BOCT vs TAXX Drawdown Comparison
The maximum drawdown for BOCT was -24.54%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for TAXX was -0.91%, occurring on Apr 11, 2025. Recovery took 28 trading sessions.
The current BOCT drawdown is -0.39%. The current TAXX drawdown is -0.13%.
| Rank | BOCT | TAXX |
|---|---|---|
| #1 | -24.54% Feb 19, 2020 - Aug 3, 2020 | -0.91% Apr 4, 2025 - May 15, 2025 |
| #2 | -14.29% Jan 4, 2022 - May 26, 2023 | -0.88% Feb 27, 2026 - Jun 1, 2026 |
| #3 | -13.61% Feb 19, 2025 - Jun 24, 2025 | -0.63% Jun 30, 2025 - Aug 8, 2025 |
| #4 | -13.60% Oct 2, 2018 - Apr 12, 2019 | -0.59% Mar 20, 2024 - May 3, 2024 |
| #5 | -7.44% Sep 14, 2023 - Nov 22, 2023 | -0.46% Aug 19, 2025 - Sep 5, 2025 |
| #6 | -6.09% Feb 2, 2026 - Apr 14, 2026 | -0.45% Oct 1, 2024 - Nov 25, 2024 |
| #7 | -5.17% Oct 12, 2020 - Nov 6, 2020 | -0.41% Jul 23, 2024 - Aug 2, 2024 |
| #8 | -4.63% Jul 26, 2019 - Nov 7, 2019 | -0.40% Dec 6, 2024 - Jan 17, 2025 |
| #9 | -4.13% Apr 30, 2019 - Jun 20, 2019 | -0.38% May 15, 2024 - Jun 5, 2024 |
| #10 | -3.81% Sep 2, 2020 - Sep 30, 2020 | -0.37% Oct 30, 2025 - Dec 4, 2025 |
| #11 | -3.53% Oct 28, 2025 - Dec 5, 2025 | -0.25% Mar 3, 2025 - Apr 1, 2025 |
| #12 | -2.90% Jul 31, 2023 - Aug 31, 2023 | -0.23% Sep 26, 2025 - Oct 17, 2025 |
| #13 | -2.70% Jul 16, 2024 - Aug 14, 2024 | -0.20% Jan 27, 2025 - Jan 31, 2025 |
| #14 | -2.54% Nov 16, 2021 - Dec 10, 2021 | -0.20% Aug 5, 2024 - Aug 13, 2024 |
| #15 | -2.46% Dec 4, 2024 - Jan 21, 2025 | -0.19% Feb 6, 2025 - Feb 20, 2025 |
Correlation
Correlation between BOCT and TAXX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2019 - 2026)
BOCT vs TAXX dividend yield comparison.
| Year | BOCT | TAXX |
|---|---|---|
| 2026 | 0.00% | 1.54% |
| 2025 | 0.00% | 3.72% |
| 2024 | 0.00% | 2.70% |
| 2019 | 0.20% | 0.00% |
Select Stocks to Compare
Popular: BOCT vs SPYTAXX vs SPY
More Comparisons
Compare with similar stocks