CZA vs UOCT

Comparison between INVESCO ZACKS MID-CAP ETF (CZA, ETF) and Innovator U.S. Equity Ultra Buffer ETF - October (UOCT, ETF).

5-Year PerformanceUOCT has outperformed CZA, delivering a return of +8.1% compared to +7.2%

CZA vs UOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CZA(ETF)	UOCT(ETF)
Net Assets	$184M	$184M
Expense Ratio	0.69%	0.79%
Max Drawdown	53.86%	13.91%
Sharpe Ratio	0.94	1.52
5Y Beta	0.75	0.41
P/E Ratio	17.60	N/A
Forward P/E	15.45	N/A
PEG Ratio	0.23	N/A
5Y Dividends CAGR	7.13%	N/A
5Y EPS CAGR	16.17%	N/A
P/S Ratio	1.31	N/A
P/B Ratio	2.13	N/A

Net Assets

Winner

CZA

$184M

UOCT

$184M

Expense Ratio

Winner

CZA

0.69%

UOCT

0.79%

Max Drawdown

CZA

53.86%

Winner

UOCT

13.91%

Sharpe Ratio

CZA

0.94

Winner

UOCT

1.52

5Y Beta

CZA

0.75

Winner

UOCT

0.41

P/E Ratio

CZA

17.60

UOCT

N/A

Forward P/E

CZA

15.45

UOCT

N/A

PEG Ratio

CZA

0.23

UOCT

N/A

5Y Dividends CAGR

CZA

7.13%

UOCT

N/A

5Y EPS CAGR

CZA

16.17%

UOCT

N/A

P/S Ratio

CZA

1.31

UOCT

N/A

P/B Ratio

CZA

2.13

UOCT

N/A

CZA vs UOCT - Historical Returns

Returns include dividend reinvestment.

Period	CZA	UOCT
1 month	+3.21%	+0.58%
3 months	+8.89%	+5.56%
6 months	+8.04%	+4.91%
1 year	+15.85%	+12.82%
5 years(CAGR)	+7.21%	+8.14%
10 years(CAGR)	+10.51%	N/A
Max(CAGR)	+9.61%	+7.16%

Winner

CZA

+3.21%

UOCT

+0.58%

Winner

CZA

+8.89%

UOCT

+5.56%

Winner

CZA

+8.04%

UOCT

+4.91%

Winner

CZA

+15.85%

UOCT

+12.82%

5Y(CAGR)

CZA

+7.21%

Winner

UOCT

+8.14%

10Y(CAGR)

CZA

+10.51%

UOCT

N/A

Max(CAGR)

Winner

CZA

+9.61%

UOCT

+7.16%

CZA vs UOCT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CZA	UOCT
2026	+8.02%	+4.51%
2025	+8.91%	+10.60%
2024	+12.40%	+9.22%
2023	+7.13%	+19.09%
2022	-5.38%	-4.43%
2021	+29.39%	+6.56%
2020	-0.00%	+7.82%
2019	+33.06%	+11.28%
2018	-9.19%	-6.19%
2017	+21.26%	N/A
2016	+16.93%	N/A
2015	-1.42%	N/A
2014	+10.81%	N/A
2013	+32.43%	N/A
2012	+14.15%	N/A
2011	+2.97%	N/A
2010	+21.93%	N/A
2009	+40.05%	N/A
2008	-35.54%	N/A
2007	+1.98%	N/A

CZA vs UOCT Drawdown Comparison

The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.

The maximum drawdown for UOCT was -13.68%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current UOCT drawdown is -0.56%.

Rank	CZA	UOCT
#1	-53.20% Jul 17, 2007 - Nov 2, 2010	-13.68% Feb 19, 2020 - Jul 20, 2020
#2	-46.18% Feb 18, 2020 - Jan 12, 2021	-9.21% Feb 19, 2025 - Jun 10, 2025
#3	-23.45% Jul 7, 2011 - Mar 15, 2012	-8.67% Jan 4, 2022 - Apr 3, 2023
#4	-18.92% Nov 29, 2024 - Dec 10, 2025	-7.72% Oct 2, 2018 - Apr 12, 2019
#5	-18.83% Jun 19, 2015 - Jun 1, 2016	-5.05% Jul 26, 2019 - Nov 27, 2019
#6	-18.05% Sep 21, 2018 - Apr 1, 2019	-4.34% May 3, 2019 - Jun 20, 2019
#7	-17.45% Jan 4, 2022 - Feb 2, 2023	-4.24% Jan 27, 2026 - Apr 14, 2026
#8	-16.01% Feb 2, 2023 - Dec 27, 2023	-3.08% Oct 16, 2023 - Nov 3, 2023
#9	-10.21% Sep 2, 2014 - Nov 21, 2014	-2.50% Oct 12, 2020 - Nov 6, 2020
#10	-9.65% May 1, 2012 - Sep 6, 2012	-2.22% Oct 28, 2025 - Dec 3, 2025
#11	-9.21% Mar 2, 2026 - Jun 4, 2026	-1.70% Jul 31, 2024 - Aug 13, 2024
#12	-9.04% Jan 26, 2018 - Aug 27, 2018	-1.57% Dec 6, 2024 - Jan 21, 2025
#13	-7.42% Jun 8, 2016 - Jul 14, 2016	-1.48% Nov 5, 2021 - Dec 27, 2021
#14	-6.84% Jul 24, 2019 - Sep 16, 2019	-1.36% Jun 4, 2026 - Jun 10, 2026
#15	-6.56% Nov 16, 2021 - Dec 27, 2021	-1.25% Mar 28, 2024 - May 3, 2024

Correlation

Correlation between CZA and UOCT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2007 - 2025)

CZA vs UOCT dividend yield comparison.

Year	CZA	UOCT
2025	1.56%	0.00%
2024	1.27%	0.00%
2023	1.36%	0.00%
2022	1.71%	0.00%
2021	0.89%	0.00%
2020	1.42%	0.00%
2019	1.40%	2.33%
2018	1.27%	0.00%
2017	1.10%	0.00%
2016	1.87%	0.00%
2015	1.37%	0.00%
2014	0.74%	0.00%
2013	1.01%	0.00%
2012	1.23%	0.00%
2011	0.24%	0.00%
2010	0.68%	0.00%
2009	0.08%	0.00%
2008	1.01%	0.00%
2007	0.37%	0.00%