HTAX vs OCTT

Comparison between MACQUARIE NATIONAL HIGH-YIELD MUNICIPAL BOND ETF (HTAX, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF).

HTAX vs OCTT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTAX(ETF)	OCTT(ETF)
Net Assets	$59M	$58M
Expense Ratio	0.49%	0.74%
Max Drawdown	7.34%	13.49%
Sharpe Ratio	1.17	1.25
5Y Beta	0.02	0.61

Net Assets

Winner

HTAX

$59M

OCTT

$58M

Expense Ratio

Winner

HTAX

0.49%

OCTT

0.74%

Max Drawdown

Winner

HTAX

7.34%

OCTT

13.49%

Sharpe Ratio

HTAX

1.17

Winner

OCTT

1.25

5Y Beta

Winner

HTAX

0.02

OCTT

0.61

HTAX vs OCTT - Historical Returns

Returns include dividend reinvestment.

Period	HTAX	OCTT
1 month	-1.42%	+0.70%
3 months	+0.05%	+3.57%
6 months	+2.11%	+6.01%
1 year	+9.69%	+13.83%
5 years(CAGR)	N/A	+10.18%
Max(CAGR)	+2.84%	+11.28%

HTAX

-1.42%

Winner

OCTT

+0.70%

HTAX

+0.05%

Winner

OCTT

+3.57%

HTAX

+2.11%

Winner

OCTT

+6.01%

HTAX

+9.69%

Winner

OCTT

+13.83%

5Y(CAGR)

HTAX

N/A

OCTT

+10.18%

Max(CAGR)

HTAX

+2.84%

Winner

OCTT

+11.28%

HTAX vs OCTT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	HTAX	OCTT
2026	+2.44%	+6.81%
2025	+1.44%	+13.95%
2024	N/A	+12.22%
2023	N/A	+21.28%
2022	N/A	-7.51%
2021	N/A	+14.54%
2020	N/A	+7.16%

HTAX vs OCTT Drawdown Comparison

The maximum drawdown for HTAX was -6.10%, occurring on Jul 18, 2025. Recovery took 132 trading sessions.

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The current HTAX drawdown is -2.52%. The current OCTT drawdown is -1.08%.

Rank	HTAX	OCTT
#1	-6.10% Mar 10, 2025 - Sep 17, 2025	-13.49% Jan 3, 2022 - May 1, 2023
#2	-3.06% Feb 27, 2026 - Apr 24, 2026	-13.04% Feb 19, 2025 - Jun 24, 2025
#3	-2.52% Jul 2, 2026 - Jul 23, 2026	-6.93% Sep 14, 2023 - Nov 20, 2023
#4	-1.69% May 8, 2026 - May 27, 2026	-5.81% Feb 25, 2026 - Apr 14, 2026
#5	-0.92% Jan 14, 2026 - Feb 2, 2026	-4.86% Oct 12, 2020 - Nov 9, 2020
#6	-0.86% Nov 26, 2025 - Jan 7, 2026	-3.08% Oct 27, 2025 - Dec 5, 2025
#7	-0.82% Nov 11, 2025 - Nov 26, 2025	-2.55% Jul 16, 2024 - Aug 14, 2024
#8	-0.66% Oct 1, 2025 - Oct 13, 2025	-2.42% Dec 6, 2024 - Jan 21, 2025
#9	-0.61% Oct 27, 2025 - Nov 11, 2025	-2.30% Nov 16, 2021 - Dec 10, 2021
#10	-0.60% Sep 17, 2025 - Oct 1, 2025	-2.26% Aug 1, 2023 - Aug 29, 2023
#11	-0.49% Jun 4, 2026 - Jun 16, 2026	-2.15% May 1, 2023 - May 18, 2023
#12	-0.43% Apr 24, 2026 - May 6, 2026	-2.10% Jun 2, 2026 - Jul 6, 2026
#13	-0.36% Feb 19, 2026 - Feb 24, 2026	-2.05% Mar 28, 2024 - May 6, 2024
#14	-0.35% Jun 18, 2026 - Jun 24, 2026	-2.01% Jan 21, 2021 - Feb 4, 2021
#15	-0.26% Jan 7, 2026 - Jan 14, 2026	-1.84% Feb 24, 2021 - Mar 10, 2021