IOCT vs OCIO

Comparison between Innovator International Developed Power Buffer ETF - October (IOCT, ETF) and CLEARSHARES OCIO ETF (OCIO, ETF).

5-Year PerformanceIOCT has outperformed OCIO, delivering a return of +8.2% compared to +6.9%

IOCT vs OCIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IOCT(ETF)	OCIO(ETF)
Net Assets	$178M	$178M
Expense Ratio	0.85%	0.65%
Max Drawdown	16.94%	24.21%
Sharpe Ratio	0.89	1.29
5Y Beta	0.40	0.67
5Y Dividends CAGR	N/A	37.92%

Net Assets

Winner

IOCT

$178M

OCIO

$178M

Expense Ratio

IOCT

0.85%

Winner

OCIO

0.65%

Max Drawdown

Winner

IOCT

16.94%

OCIO

24.21%

Sharpe Ratio

IOCT

0.89

Winner

OCIO

1.29

5Y Beta

Winner

IOCT

0.40

OCIO

0.67

5Y Dividends CAGR

IOCT

N/A

OCIO

37.92%

IOCT vs OCIO - Historical Returns

Returns include dividend reinvestment.

Period	IOCT	OCIO
1 month	+0.34%	+0.97%
3 months	+2.41%	+5.19%
6 months	+5.15%	+6.76%
1 year	+11.87%	+17.84%
5 years(CAGR)	+8.18%	+6.86%
10 years(CAGR)	N/A	+7.70%
Max(CAGR)	+8.18%	+7.70%

IOCT

+0.34%

Winner

OCIO

+0.97%

IOCT

+2.41%

Winner

OCIO

+5.19%

IOCT

+5.15%

Winner

OCIO

+6.76%

IOCT

+11.87%

Winner

OCIO

+17.84%

5Y(CAGR)

Winner

IOCT

+8.18%

OCIO

+6.86%

10Y(CAGR)

IOCT

N/A

OCIO

+7.70%

Max(CAGR)

Winner

IOCT

+8.18%

OCIO

+7.70%

IOCT vs OCIO - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IOCT	OCIO
2026	+3.57%	+5.68%
2025	+19.06%	+12.71%
2024	+5.71%	+13.52%
2023	+16.44%	+12.00%
2022	-6.56%	-12.35%
2021	+0.98%	+13.76%
2020	N/A	+10.82%
2019	N/A	+18.36%
2018	N/A	-10.17%
2017	N/A	+8.98%

IOCT vs OCIO Drawdown Comparison

The maximum drawdown for IOCT was -16.94%, occurring on Oct 12, 2022. Recovery took 375 trading sessions.

The maximum drawdown for OCIO was -24.21%, occurring on Mar 19, 2020. Recovery took 121 trading sessions.

The current IOCT drawdown is -1.26%. The current OCIO drawdown is -3.11%.

Rank	IOCT	OCIO
#1	-16.94% Nov 5, 2021 - May 5, 2023	-24.21% Feb 12, 2020 - Aug 5, 2020
#2	-7.54% Mar 19, 2025 - Apr 28, 2025	-18.75% Dec 29, 2021 - Mar 7, 2024
#3	-5.84% Feb 26, 2026 - May 6, 2026	-14.40% Jan 26, 2018 - Nov 19, 2019
#4	-5.21% Sep 30, 2024 - Mar 5, 2025	-13.31% Feb 13, 2025 - Jun 30, 2025
#5	-4.96% Jul 12, 2024 - Aug 16, 2024	-6.98% Feb 25, 2026 - Apr 16, 2026
#6	-4.36% Sep 15, 2023 - Nov 14, 2023	-6.69% Jul 16, 2024 - Sep 19, 2024
#7	-3.67% Jul 23, 2025 - Aug 13, 2025	-4.75% Sep 2, 2020 - Nov 9, 2020
#8	-3.01% Nov 12, 2025 - Dec 10, 2025	-4.35% Mar 28, 2024 - May 15, 2024
#9	-2.68% Mar 27, 2024 - May 6, 2024	-4.27% Oct 27, 2025 - Dec 23, 2025
#10	-2.45% Aug 22, 2025 - Sep 11, 2025	-3.62% Sep 3, 2021 - Nov 1, 2021
#11	-2.02% Jun 12, 2025 - Jun 27, 2025	-3.52% Nov 8, 2021 - Dec 27, 2021
#12	-1.90% Jun 6, 2024 - Jul 5, 2024	-3.19% Dec 6, 2024 - Jan 22, 2025
#13	-1.85% Dec 27, 2023 - Jan 29, 2024	-3.11% Jun 2, 2026 - Jun 5, 2026
#14	-1.82% Aug 30, 2024 - Sep 16, 2024	-3.04% Feb 12, 2021 - Apr 1, 2021
#15	-1.77% Sep 15, 2025 - Oct 1, 2025	-2.85% May 7, 2021 - Jun 1, 2021