DWLD vs OCTW

Comparison between DAVIS SELECT WORLDWIDE ETF (DWLD, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF).

5-Year PerformanceOCTW has outperformed DWLD, delivering a return of +8.7% compared to +7.6%

DWLD vs OCTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DWLD(ETF)	OCTW(ETF)
Net Assets	$567M	$564M
Expense Ratio	0.62%	0.74%
Max Drawdown	40.86%	8.38%
Sharpe Ratio	0.98	1.57
5Y Beta	0.87	0.38
P/E Ratio	27.77	N/A
Forward P/E	11.92	N/A
PEG Ratio	0.24	N/A
5Y Dividends CAGR	57.55%	N/A
Debt to Equity	58.43%	N/A
P/S Ratio	0.76	N/A
P/B Ratio	2.03	N/A

Net Assets

Winner

DWLD

$567M

OCTW

$564M

Expense Ratio

Winner

DWLD

0.62%

OCTW

0.74%

Max Drawdown

DWLD

40.86%

Winner

OCTW

8.38%

Sharpe Ratio

DWLD

0.98

Winner

OCTW

1.57

5Y Beta

DWLD

0.87

Winner

OCTW

0.38

P/E Ratio

DWLD

27.77

OCTW

N/A

Forward P/E

DWLD

11.92

OCTW

N/A

PEG Ratio

DWLD

0.24

OCTW

N/A

5Y Dividends CAGR

DWLD

57.55%

OCTW

N/A

Debt to Equity

DWLD

58.43%

OCTW

N/A

P/S Ratio

DWLD

0.76

OCTW

N/A

P/B Ratio

DWLD

2.03

OCTW

N/A

DWLD vs OCTW - Historical Returns

Returns include dividend reinvestment.

Period	DWLD	OCTW
1 month	-0.29%	+0.93%
3 months	+3.69%	+3.85%
6 months	+2.29%	+4.42%
1 year	+18.27%	+12.20%
5 years(CAGR)	+7.61%	+8.73%
10 years(CAGR)	+10.87%	N/A
Max(CAGR)	+10.87%	+8.95%

DWLD

-0.29%

Winner

OCTW

+0.93%

DWLD

+3.69%

Winner

OCTW

+3.85%

DWLD

+2.29%

Winner

OCTW

+4.42%

Winner

DWLD

+18.27%

OCTW

+12.20%

5Y(CAGR)

DWLD

+7.61%

Winner

OCTW

+8.73%

10Y(CAGR)

DWLD

+10.87%

OCTW

N/A

Max(CAGR)

Winner

DWLD

+10.87%

OCTW

+8.95%

DWLD vs OCTW - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DWLD	OCTW
2026	-0.74%	+4.09%
2025	+31.54%	+9.83%
2024	+25.70%	+8.84%
2023	+18.38%	+17.72%
2022	-15.41%	+0.29%
2021	-3.23%	+7.07%
2020	+19.91%	+4.11%
2019	+29.69%	N/A
2018	-23.88%	N/A
2017	+30.10%	N/A

DWLD vs OCTW Drawdown Comparison

The maximum drawdown for DWLD was -39.26%, occurring on Oct 24, 2022. Recovery took 766 trading sessions.

The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.

The current DWLD drawdown is -3.90%. The current OCTW drawdown is -0.62%.

Rank	DWLD	OCTW
#1	-39.26% Apr 29, 2021 - May 15, 2024	-8.38% Feb 18, 2025 - Jun 6, 2025
#2	-37.02% Jan 26, 2018 - Sep 2, 2020	-6.96% Jan 3, 2022 - Nov 10, 2022
#3	-16.01% Feb 14, 2025 - May 12, 2025	-3.65% Feb 25, 2026 - Apr 13, 2026
#4	-11.27% Jan 6, 2026 - May 6, 2026	-2.79% Oct 12, 2020 - Nov 5, 2020
#5	-10.44% May 17, 2024 - Sep 19, 2024	-2.69% Feb 2, 2023 - Mar 31, 2023
#6	-9.81% Nov 7, 2024 - Feb 13, 2025	-2.64% Oct 11, 2023 - Nov 3, 2023
#7	-8.66% Sep 2, 2020 - Oct 12, 2020	-2.33% Dec 2, 2022 - Jan 12, 2023
#8	-6.33% Nov 12, 2025 - Dec 3, 2025	-2.01% Oct 27, 2025 - Dec 3, 2025
#9	-5.85% Feb 17, 2021 - Apr 16, 2021	-1.73% Nov 16, 2021 - Dec 23, 2021
#10	-5.75% Oct 12, 2020 - Nov 4, 2020	-1.49% Jul 31, 2024 - Aug 13, 2024
#11	-5.43% Oct 7, 2024 - Nov 7, 2024	-1.41% Dec 6, 2024 - Jan 17, 2025
#12	-5.04% Jan 21, 2021 - Feb 4, 2021	-1.26% Jan 20, 2021 - Feb 8, 2021
#13	-4.72% Sep 18, 2025 - Oct 27, 2025	-1.15% Oct 8, 2025 - Oct 20, 2025
#14	-4.43% Jul 23, 2025 - Aug 13, 2025	-1.12% May 1, 2023 - May 15, 2023
#15	-3.90% Jun 2, 2026 - Jun 5, 2026	-1.12% Oct 14, 2024 - Nov 6, 2024