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GURU vs OCTU

Comparison between GLOBAL X GURU INDEX ETF (GURU, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF (OCTU, ETF).

GURU vs OCTU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
GURU
$62M
OCTU
$62M
Expense Ratio
GURU
0.75%
Winner
OCTU
0.74%
Max Drawdown
GURU
38.57%
Winner
OCTU
11.24%
Sharpe Ratio
GURU
1.36
Winner
OCTU
1.42
5Y Beta
GURU
1.01
Winner
OCTU
0.59
P/E Ratio
GURU
45.31
OCTU
N/A
Forward P/E
GURU
16.91
OCTU
N/A
5Y Dividends CAGR
GURU
-34.93%
OCTU
N/A
5Y EPS CAGR
GURU
18.49%
OCTU
N/A
P/S Ratio
GURU
1.36
OCTU
N/A
P/B Ratio
GURU
4.40
OCTU
N/A

GURU vs OCTU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GURU
+3.16%
OCTU
+0.10%
3M
Winner
GURU
+13.26%
OCTU
+7.76%
6M
GURU
+5.42%
Winner
OCTU
+6.45%
1Y
Winner
GURU
+27.51%
OCTU
+17.23%
5Y(CAGR)
GURU
+6.93%
OCTU
N/A
10Y(CAGR)
GURU
+12.36%
OCTU
N/A
Max(CAGR)
Winner
GURU
+12.19%
OCTU
+12.12%

GURU vs OCTU - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearGURUOCTU
2026+7.14%+6.07%
2025+25.03%+12.54%
2024+24.04%+1.87%
2023+19.18%N/A
2022-27.99%N/A
2021+9.28%N/A
2020+24.16%N/A
2019+31.08%N/A
2018-7.34%N/A
2017+23.33%N/A
2016+5.77%N/A
2015-10.89%N/A
2014+4.36%N/A
2013+42.68%N/A
2012+21.32%N/A

GURU vs OCTU Drawdown Comparison

The maximum drawdown for GURU was -38.50%, occurring on Oct 14, 2022. Recovery took 799 trading sessions.

The maximum drawdown for OCTU was -11.24%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current GURU drawdown is -1.11%. The current OCTU drawdown is -2.20%.

RankGURUOCTU
#1-38.50%
Sep 2, 2021 - Nov 6, 2024
-11.24%
Feb 19, 2025 - Jun 30, 2025
#2-37.39%
Feb 12, 2020 - Aug 24, 2020
-5.92%
Jan 27, 2026 - Apr 15, 2026
#3-30.46%
Jun 23, 2015 - Jun 2, 2017
-3.66%
Oct 28, 2025 - Jan 6, 2026
#4-20.73%
Feb 18, 2025 - Jul 3, 2025
-3.65%
Dec 6, 2024 - Feb 19, 2025
#5-20.60%
Aug 29, 2018 - Apr 5, 2019
-3.65%
Jun 2, 2026 - Jun 10, 2026
#6-11.22%
Dec 24, 2025 - Apr 14, 2026
-2.00%
Oct 8, 2025 - Oct 24, 2025
#7-11.05%
Sep 18, 2014 - Nov 25, 2014
-1.97%
Oct 14, 2024 - Nov 6, 2024
#8-8.75%
Jan 26, 2018 - Jun 6, 2018
-1.97%
Jul 25, 2025 - Aug 12, 2025
#9-8.66%
Apr 30, 2019 - Jul 1, 2019
-1.84%
Jan 9, 2026 - Jan 27, 2026
#10-8.19%
May 20, 2013 - Jul 11, 2013
-1.79%
May 14, 2026 - May 26, 2026
#11-8.00%
Dec 31, 2013 - Jun 4, 2014
-1.63%
Sep 22, 2025 - Oct 1, 2025
#12-7.66%
Nov 25, 2014 - Mar 20, 2015
-1.52%
Aug 14, 2025 - Aug 27, 2025
#13-7.46%
Sep 14, 2012 - Dec 11, 2012
-1.48%
Nov 11, 2024 - Nov 26, 2024
#14-7.23%
Feb 19, 2021 - Apr 15, 2021
-1.36%
Aug 28, 2025 - Sep 9, 2025
#15-7.19%
Oct 12, 2020 - Nov 5, 2020
-0.85%
Oct 4, 2024 - Oct 9, 2024

Correlation

Correlation between GURU and OCTU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

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