CARK vs OCTW
Comparison between CASTLEARK LARGE GROWTH ETF (CARK, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF).
CARK vs OCTW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CARK
$322M
OCTW
$321M
Expense Ratio
Winner
CARK
0.54%
OCTW
0.74%
Max Drawdown
CARK
25.24%
Winner
OCTW
8.38%
Sharpe Ratio
CARK
0.57
Winner
OCTW
1.24
5Y Beta
CARK
1.20
Winner
OCTW
0.38
P/E Ratio
CARK
37.38
OCTW
N/A
Forward P/E
CARK
26.71
OCTW
N/A
PEG Ratio
CARK
0.48
OCTW
N/A
5Y EPS CAGR
CARK
41.20%
OCTW
N/A
Debt to Equity
CARK
49.91%
OCTW
N/A
P/S Ratio
CARK
10.39
OCTW
N/A
P/B Ratio
CARK
13.56
OCTW
N/A
CARK vs OCTW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CARK
+0.98%
OCTW
+0.70%
3M
Winner
CARK
+5.55%
OCTW
+3.26%
6M
Winner
CARK
+8.59%
OCTW
+5.10%
1Y
Winner
CARK
+12.89%
OCTW
+10.14%
5Y(CAGR)
CARK
N/A
OCTW
+8.92%
Max(CAGR)
Winner
CARK
+18.32%
OCTW
+8.98%
CARK vs OCTW - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CARK | OCTW |
|---|---|---|
| 2026 | +6.88% | +5.42% |
| 2025 | +10.53% | +9.83% |
| 2024 | +28.67% | +8.84% |
| 2023 | +3.57% | +17.72% |
| 2022 | N/A | +0.29% |
| 2021 | N/A | +7.07% |
| 2020 | N/A | +4.11% |
CARK vs OCTW Drawdown Comparison
The maximum drawdown for CARK was -25.22%, occurring on Apr 8, 2025. Recovery took 154 trading sessions.
The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.
The current CARK drawdown is -2.79%. The current OCTW drawdown is -0.11%.
| Rank | CARK | OCTW |
|---|---|---|
| #1 | -25.22% Dec 11, 2024 - Jul 28, 2025 | -8.38% Feb 18, 2025 - Jun 6, 2025 |
| #2 | -16.50% Oct 29, 2025 - May 6, 2026 | -6.96% Jan 3, 2022 - Nov 10, 2022 |
| #3 | -14.79% Jul 10, 2024 - Dec 2, 2024 | -3.65% Feb 25, 2026 - Apr 13, 2026 |
| #4 | -7.76% Mar 21, 2024 - May 21, 2024 | -2.79% Oct 12, 2020 - Nov 5, 2020 |
| #5 | -7.25% Jun 1, 2026 - Jun 10, 2026 | -2.69% Feb 2, 2023 - Mar 31, 2023 |
| #6 | -3.36% Feb 9, 2024 - Feb 22, 2024 | -2.64% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -3.31% Oct 9, 2025 - Oct 27, 2025 | -2.33% Dec 2, 2022 - Jan 12, 2023 |
| #8 | -2.92% Dec 28, 2023 - Jan 10, 2024 | -2.01% Oct 27, 2025 - Dec 3, 2025 |
| #9 | -2.69% May 14, 2026 - May 28, 2026 | -1.73% Nov 16, 2021 - Dec 23, 2021 |
| #10 | -2.64% Sep 22, 2025 - Oct 6, 2025 | -1.49% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -2.58% Jun 18, 2024 - Jul 2, 2024 | -1.41% Dec 6, 2024 - Jan 17, 2025 |
| #12 | -2.53% Aug 14, 2025 - Aug 28, 2025 | -1.26% Jan 20, 2021 - Feb 8, 2021 |
| #13 | -2.42% Jul 28, 2025 - Aug 6, 2025 | -1.15% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -2.30% May 28, 2024 - Jun 5, 2024 | -1.12% May 1, 2023 - May 15, 2023 |
| #15 | -2.24% Aug 28, 2025 - Sep 9, 2025 | -1.12% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between CARK and OCTW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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