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IOCT vs SDG

Comparison between Innovator International Developed Power Buffer ETF - October (IOCT, ETF) and iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF).

5-Year PerformanceIOCT has outperformed SDG, delivering a return of +8.5% compared to -0.1%

IOCT vs SDG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IOCT
$174M
Winner
SDG
$174M
Expense Ratio
IOCT
0.85%
Winner
SDG
0.50%
Max Drawdown
Winner
IOCT
16.94%
SDG
34.76%
Sharpe Ratio
IOCT
1.01
Winner
SDG
1.04
5Y Beta
Winner
IOCT
0.40
SDG
0.61
5Y Dividends CAGR
IOCT
N/A
SDG
12.42%

IOCT vs SDG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IOCT
+1.15%
SDG
-0.74%
3M
IOCT
+5.05%
Winner
SDG
+8.46%
6M
IOCT
+6.30%
Winner
SDG
+8.18%
1Y
IOCT
+12.74%
Winner
SDG
+19.24%
5Y(CAGR)
Winner
IOCT
+8.47%
SDG
-0.10%
10Y(CAGR)
IOCT
N/A
SDG
+8.59%
Max(CAGR)
Winner
IOCT
+8.47%
SDG
+8.28%

IOCT vs SDG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearIOCTSDG
2026+5.07%+6.08%
2025+19.06%+19.82%
2024+5.71%-8.93%
2023+16.44%+4.07%
2022-6.56%-11.71%
2021+0.98%-2.33%
2020N/A+43.49%
2019N/A+26.32%
2018N/A-8.88%
2017N/A+27.09%
2016N/A-0.08%

IOCT vs SDG Drawdown Comparison

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

The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.

The current SDG drawdown is -2.86%.

RankIOCTSDG
#1-16.94%
Nov 5, 2021 - May 5, 2023
-30.33%
Sep 3, 2021 - Jun 2, 2026
#2-7.54%
Mar 19, 2025 - Apr 28, 2025
-27.28%
Feb 19, 2020 - Jul 6, 2020
#3-5.84%
Feb 26, 2026 - May 6, 2026
-15.79%
Jan 26, 2018 - Oct 24, 2019
#4-5.21%
Sep 30, 2024 - Mar 5, 2025
-8.05%
Sep 6, 2016 - Feb 15, 2017
#5-4.96%
Jul 12, 2024 - Aug 16, 2024
-7.86%
Jan 26, 2021 - Jun 29, 2021
#6-4.36%
Sep 15, 2023 - Nov 14, 2023
-7.83%
Jun 8, 2016 - Jul 21, 2016
#7-3.67%
Jul 23, 2025 - Aug 13, 2025
-6.52%
Oct 12, 2020 - Nov 5, 2020
#8-3.01%
Nov 12, 2025 - Dec 10, 2025
-6.25%
Apr 24, 2017 - Jun 19, 2017
#9-2.68%
Mar 27, 2024 - May 6, 2024
-5.14%
Sep 2, 2020 - Oct 12, 2020
#10-2.45%
Aug 22, 2025 - Sep 11, 2025
-5.02%
Jun 4, 2026 - Jun 10, 2026
#11-2.02%
Jun 12, 2025 - Jun 27, 2025
-4.74%
May 2, 2016 - Jun 6, 2016
#12-1.90%
Jun 6, 2024 - Jul 5, 2024
-4.11%
Jul 1, 2021 - Aug 30, 2021
#13-1.85%
Dec 27, 2023 - Jan 29, 2024
-3.64%
Oct 18, 2017 - Dec 26, 2017
#14-1.82%
Aug 30, 2024 - Sep 16, 2024
-3.12%
Jun 26, 2017 - Aug 31, 2017
#15-1.77%
Sep 15, 2025 - Oct 1, 2025
-3.06%
Jul 20, 2020 - Aug 12, 2020

Correlation

Correlation between IOCT and SDG is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

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