HEQQ vs OCTM

Comparison between JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - OCTOBER (OCTM, ETF).

HEQQ vs OCTM - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	HEQQ(ETF)	OCTM(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.50%	0.85%
Max Drawdown	7.64%	3.29%
Sharpe Ratio	1.31	1.62
5Y Beta	0.56	0.16
P/E Ratio	41.56	N/A
Forward P/E	28.25	N/A
PEG Ratio	0.52	N/A
5Y EPS CAGR	34.40%	N/A
Debt to Equity	29.20%	N/A
P/S Ratio	7.03	N/A
P/B Ratio	10.99	N/A

Net Assets

HEQQ

$32M

OCTM

$32M

Expense Ratio

Winner

HEQQ

0.50%

OCTM

0.85%

Max Drawdown

HEQQ

7.64%

Winner

OCTM

3.29%

Sharpe Ratio

HEQQ

1.31

Winner

OCTM

1.62

5Y Beta

HEQQ

0.56

Winner

OCTM

0.16

P/E Ratio

HEQQ

41.56

OCTM

N/A

Forward P/E

HEQQ

28.25

OCTM

N/A

PEG Ratio

HEQQ

0.52

OCTM

N/A

5Y EPS CAGR

HEQQ

34.40%

OCTM

N/A

Debt to Equity

HEQQ

29.20%

OCTM

N/A

P/S Ratio

HEQQ

7.03

OCTM

N/A

P/B Ratio

HEQQ

10.99

OCTM

N/A

HEQQ vs OCTM - Historical Returns

Returns include dividend reinvestment.

Period	HEQQ	OCTM
1 month	-0.94%	+0.44%
3 months	+3.66%	+2.08%
6 months	+2.40%	+2.83%
1 year	+15.35%	+8.02%
Max(CAGR)	+17.17%	+6.06%

HEQQ

-0.94%

Winner

OCTM

+0.44%

Winner

HEQQ

+3.66%

OCTM

+2.08%

HEQQ

+2.40%

Winner

OCTM

+2.83%

Winner

HEQQ

+15.35%

OCTM

+8.02%

Max(CAGR)

Winner

HEQQ

+17.17%

OCTM

+6.06%

HEQQ vs OCTM - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	HEQQ	OCTM
2026	+2.97%	+2.39%
2025	+17.20%	+7.07%
2024	N/A	+0.33%

HEQQ vs OCTM Drawdown Comparison

The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.

The maximum drawdown for OCTM was -3.29%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current HEQQ drawdown is -2.09%. The current OCTM drawdown is -0.31%.

Rank	HEQQ	OCTM
#1	-7.64% Jan 28, 2026 - Apr 24, 2026	-3.29% Feb 19, 2025 - May 19, 2025
#2	-6.73% Mar 27, 2025 - May 1, 2025	-1.64% Feb 25, 2026 - Apr 9, 2026
#3	-3.34% Oct 29, 2025 - Nov 28, 2025	-1.17% Oct 28, 2025 - Dec 10, 2025
#4	-2.92% Dec 10, 2025 - Jan 9, 2026	-0.60% May 19, 2025 - Jun 3, 2025
#5	-2.09% May 28, 2026 - Jun 5, 2026	-0.59% Dec 6, 2024 - Jan 17, 2025
#6	-1.82% Jan 12, 2026 - Jan 27, 2026	-0.51% Oct 21, 2024 - Nov 6, 2024
#7	-1.41% Oct 8, 2025 - Oct 20, 2025	-0.47% Feb 2, 2026 - Feb 9, 2026
#8	-1.02% Aug 28, 2025 - Sep 4, 2025	-0.46% Jul 28, 2025 - Aug 8, 2025
#9	-0.98% May 16, 2025 - May 27, 2025	-0.43% Nov 13, 2024 - Nov 25, 2024
#10	-0.89% May 13, 2026 - May 28, 2026	-0.43% Jan 16, 2026 - Jan 26, 2026
#11	-0.81% Aug 18, 2025 - Aug 26, 2025	-0.37% Dec 11, 2025 - Dec 19, 2025
#12	-0.72% Jul 28, 2025 - Aug 4, 2025	-0.36% Feb 9, 2026 - Feb 25, 2026
#13	-0.72% May 2, 2025 - May 8, 2025	-0.31% Jun 2, 2026 - Jun 5, 2026
#14	-0.46% Oct 21, 2025 - Oct 24, 2025	-0.31% Jun 12, 2025 - Jun 23, 2025
#15	-0.46% Sep 22, 2025 - Sep 30, 2025	-0.29% Jan 24, 2025 - Feb 6, 2025