ESUM vs UOCT
Comparison between Eventide US Market ETF (ESUM, ETF) and Innovator U.S. Equity Ultra Buffer ETF - October (UOCT, ETF).
ESUM vs UOCT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ESUM
$178M
UOCT
$178M
Expense Ratio
Winner
ESUM
0.39%
UOCT
0.79%
Max Drawdown
Winner
ESUM
8.28%
UOCT
13.91%
Sharpe Ratio
ESUM
0.82
Winner
UOCT
1.28
5Y Beta
ESUM
0.97
Winner
UOCT
0.41
P/E Ratio
ESUM
31.59
UOCT
N/A
Forward P/E
ESUM
20.89
UOCT
N/A
5Y EPS CAGR
ESUM
24.67%
UOCT
N/A
P/S Ratio
ESUM
3.58
UOCT
N/A
P/B Ratio
ESUM
5.65
UOCT
N/A
ESUM vs UOCT - Historical Returns
Returns include dividend reinvestment.
1M
ESUM
-0.22%
Winner
UOCT
+0.78%
3M
Winner
ESUM
+7.42%
UOCT
+3.58%
6M
Winner
ESUM
+9.36%
UOCT
+5.72%
1Y
Winner
ESUM
+13.54%
UOCT
+11.18%
5Y(CAGR)
ESUM
N/A
UOCT
+8.34%
Max(CAGR)
Winner
ESUM
+15.29%
UOCT
+7.23%
ESUM vs UOCT - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | ESUM | UOCT |
|---|---|---|
| 2026 | +11.50% | +5.81% |
| 2025 | +1.23% | +10.60% |
| 2024 | N/A | +9.22% |
| 2023 | N/A | +19.09% |
| 2022 | N/A | -4.43% |
| 2021 | N/A | +6.56% |
| 2020 | N/A | +7.82% |
| 2019 | N/A | +11.28% |
| 2018 | N/A | -6.19% |
ESUM vs UOCT Drawdown Comparison
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The maximum drawdown for UOCT was -13.68%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current ESUM drawdown is -1.95%. The current UOCT drawdown is -0.07%.
| Rank | ESUM | UOCT |
|---|---|---|
| #1 | -8.13% Jan 28, 2026 - Apr 17, 2026 | -13.68% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -6.03% Oct 27, 2025 - Jan 12, 2026 | -9.21% Feb 19, 2025 - Jun 10, 2025 |
| #3 | -4.41% Jun 2, 2026 - Jun 29, 2026 | -8.67% Jan 4, 2022 - Apr 3, 2023 |
| #4 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -7.72% Oct 2, 2018 - Apr 12, 2019 |
| #5 | -2.68% Jun 30, 2026 - Jul 20, 2026 | -5.05% Jul 26, 2019 - Nov 27, 2019 |
| #6 | -2.01% Jan 12, 2026 - Jan 26, 2026 | -4.34% May 3, 2019 - Jun 20, 2019 |
| #7 | -1.92% Sep 11, 2025 - Oct 2, 2025 | -4.24% Jan 27, 2026 - Apr 14, 2026 |
| #8 | -1.75% May 14, 2026 - May 22, 2026 | -3.08% Oct 16, 2023 - Nov 3, 2023 |
| #9 | -1.41% Apr 27, 2026 - May 5, 2026 | -2.50% Oct 12, 2020 - Nov 6, 2020 |
| #10 | -1.00% Aug 29, 2025 - Sep 4, 2025 | -2.22% Oct 28, 2025 - Dec 3, 2025 |
| #11 | -0.66% May 11, 2026 - May 14, 2026 | -1.70% Jul 31, 2024 - Aug 13, 2024 |
| #12 | -0.59% May 26, 2026 - May 29, 2026 | -1.57% Dec 6, 2024 - Jan 21, 2025 |
| #13 | -0.53% Oct 6, 2025 - Oct 8, 2025 | -1.48% Nov 5, 2021 - Dec 27, 2021 |
| #14 | -0.52% May 6, 2026 - May 11, 2026 | -1.36% Jun 4, 2026 - Jun 15, 2026 |
| #15 | -0.35% Apr 20, 2026 - Apr 22, 2026 | -1.25% Mar 28, 2024 - May 3, 2024 |
Correlation
Correlation between ESUM and UOCT is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2019 - 2026)
ESUM vs UOCT dividend yield comparison.
| Year | ESUM | UOCT |
|---|---|---|
| 2026 | 0.53% | 0.00% |
| 2025 | 0.48% | 0.00% |
| 2019 | 0.00% | 2.33% |
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