IVVW vs OCTW
Comparison between ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF).
IVVW vs OCTW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVVW
$321M
Winner
OCTW
$321M
Expense Ratio
Winner
IVVW
0.25%
OCTW
0.74%
Max Drawdown
IVVW
19.66%
Winner
OCTW
8.38%
Sharpe Ratio
Winner
IVVW
1.61
OCTW
1.24
5Y Beta
IVVW
0.73
Winner
OCTW
0.38
IVVW vs OCTW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVVW
+1.41%
OCTW
+0.70%
3M
Winner
IVVW
+5.23%
OCTW
+3.26%
6M
Winner
IVVW
+6.71%
OCTW
+5.10%
1Y
Winner
IVVW
+17.94%
OCTW
+10.14%
5Y(CAGR)
IVVW
N/A
OCTW
+8.92%
Max(CAGR)
Winner
IVVW
+13.50%
OCTW
+8.98%
IVVW vs OCTW - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IVVW | OCTW |
|---|---|---|
| 2026 | +6.77% | +5.42% |
| 2025 | +11.80% | +9.83% |
| 2024 | +12.89% | +8.84% |
| 2023 | N/A | +17.72% |
| 2022 | N/A | +0.29% |
| 2021 | N/A | +7.07% |
| 2020 | N/A | +4.11% |
IVVW vs OCTW Drawdown Comparison
The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.
The current IVVW drawdown is -0.38%. The current OCTW drawdown is -0.11%.
| Rank | IVVW | OCTW |
|---|---|---|
| #1 | -16.79% Feb 18, 2025 - Sep 9, 2025 | -8.38% Feb 18, 2025 - Jun 6, 2025 |
| #2 | -6.19% Jul 22, 2024 - Aug 15, 2024 | -6.96% Jan 3, 2022 - Nov 10, 2022 |
| #3 | -5.81% Feb 25, 2026 - Apr 17, 2026 | -3.65% Feb 25, 2026 - Apr 13, 2026 |
| #4 | -3.66% Mar 28, 2024 - Jun 5, 2024 | -2.79% Oct 12, 2020 - Nov 5, 2020 |
| #5 | -2.77% Jun 4, 2026 - Jun 15, 2026 | -2.69% Feb 2, 2023 - Mar 31, 2023 |
| #6 | -2.59% Dec 16, 2024 - Jan 17, 2025 | -2.64% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -2.45% Nov 12, 2025 - Nov 28, 2025 | -2.33% Dec 2, 2022 - Jan 12, 2023 |
| #8 | -1.84% Aug 30, 2024 - Sep 12, 2024 | -2.01% Oct 27, 2025 - Dec 3, 2025 |
| #9 | -1.82% Feb 2, 2026 - Feb 9, 2026 | -1.73% Nov 16, 2021 - Dec 23, 2021 |
| #10 | -1.58% Oct 18, 2024 - Nov 6, 2024 | -1.49% Jul 31, 2024 - Aug 13, 2024 |
| #11 | -1.50% Jan 16, 2026 - Jan 26, 2026 | -1.41% Dec 6, 2024 - Jan 17, 2025 |
| #12 | -1.47% Oct 6, 2025 - Oct 17, 2025 | -1.26% Jan 20, 2021 - Feb 8, 2021 |
| #13 | -1.37% Jun 15, 2026 - Jun 30, 2026 | -1.15% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -1.27% Feb 9, 2026 - Feb 25, 2026 | -1.12% May 1, 2023 - May 15, 2023 |
| #15 | -1.12% Jul 15, 2026 - Jul 17, 2026 | -1.12% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between IVVW and OCTW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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