MARB vs OCTH
Comparison between FIRST TRUST MERGER ARBITRAGE ETF (MARB, ETF) and Innovator Premium Income 20 Barrier ETF - October (OCTH, ETF).
MARB vs OCTH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MARB
$20M
Winner
OCTH
$20M
Expense Ratio
MARB
1.69%
Winner
OCTH
0.79%
Max Drawdown
MARB
11.99%
Winner
OCTH
10.98%
Sharpe Ratio
MARB
0.48
Winner
OCTH
0.81
5Y Beta
Winner
MARB
0.04
OCTH
0.34
MARB vs OCTH - Historical Returns
Returns include dividend reinvestment.
1M
MARB
+0.26%
Winner
OCTH
+0.72%
3M
MARB
+1.11%
Winner
OCTH
+3.24%
6M
MARB
+1.68%
Winner
OCTH
+4.00%
1Y
MARB
+6.30%
Winner
OCTH
+7.20%
5Y(CAGR)
MARB
+2.71%
OCTH
N/A
Max(CAGR)
MARB
+2.02%
Winner
OCTH
+7.45%
MARB vs OCTH - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MARB | OCTH |
|---|---|---|
| 2026 | +1.58% | +3.31% |
| 2025 | +7.15% | +6.79% |
| 2024 | +0.87% | +6.11% |
| 2023 | +2.02% | +3.79% |
| 2022 | +4.08% | N/A |
| 2021 | +0.32% | N/A |
| 2020 | -2.35% | N/A |
MARB vs OCTH Drawdown Comparison
The maximum drawdown for MARB was -11.99%, occurring on Mar 18, 2020. Recovery took 545 trading sessions.
The maximum drawdown for OCTH was -7.71%, occurring on Apr 8, 2025. Recovery took 33 trading sessions.
The current MARB drawdown is -0.05%.
| Rank | MARB | OCTH |
|---|---|---|
| #1 | -11.99% Feb 21, 2020 - Apr 20, 2022 | -7.71% Mar 25, 2025 - May 12, 2025 |
| #2 | -3.67% Dec 21, 2023 - Dec 24, 2024 | -2.28% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -3.45% Feb 23, 2023 - Aug 28, 2023 | -1.90% Feb 19, 2025 - Mar 24, 2025 |
| #4 | -3.19% Apr 20, 2022 - Aug 10, 2022 | -1.45% Oct 27, 2025 - Nov 26, 2025 |
| #5 | -2.43% Jul 14, 2025 - Jul 22, 2025 | -1.35% Oct 11, 2023 - Nov 2, 2023 |
| #6 | -1.80% Feb 28, 2025 - Apr 28, 2025 | -1.35% Sep 30, 2025 - Oct 27, 2025 |
| #7 | -1.71% Nov 1, 2022 - Feb 22, 2023 | -1.01% Dec 6, 2024 - Dec 24, 2024 |
| #8 | -1.28% Sep 13, 2022 - Oct 24, 2022 | -0.77% Jan 12, 2026 - Jan 26, 2026 |
| #9 | -1.23% Oct 30, 2025 - Nov 7, 2025 | -0.69% Jan 3, 2025 - Jan 17, 2025 |
| #10 | -1.15% Jan 24, 2025 - Feb 13, 2025 | -0.67% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -1.14% Oct 17, 2023 - Dec 8, 2023 | -0.67% Sep 30, 2024 - Oct 11, 2024 |
| #12 | -1.01% Apr 6, 2026 - Apr 9, 2026 | -0.64% Jul 22, 2024 - Aug 14, 2024 |
| #13 | -0.91% Aug 21, 2025 - Oct 2, 2025 | -0.58% May 16, 2025 - May 27, 2025 |
| #14 | -0.82% Jan 23, 2026 - Apr 1, 2026 | -0.57% Feb 2, 2026 - Feb 9, 2026 |
| #15 | -0.79% Nov 7, 2025 - Nov 11, 2025 | -0.46% Feb 9, 2026 - Feb 25, 2026 |
Correlation
Correlation between MARB and OCTH is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
MARB vs OCTH dividend yield comparison.
| Year | MARB | OCTH |
|---|---|---|
| 2026 | 0.00% | 1.59% |
| 2025 | 3.01% | 6.33% |
| 2024 | 2.11% | 7.43% |
| 2023 | 2.20% | 1.93% |
| 2022 | 0.99% | 0.00% |
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