MAYW vs OCTU

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF (MAYW, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF (OCTU, ETF).

MAYW vs OCTU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MAYW(ETF)	OCTU(ETF)
Net Assets	$70M	$70M
Expense Ratio	0.74%	0.74%
Max Drawdown	7.93%	11.24%
Sharpe Ratio	1.61	1.48
5Y Beta	0.40	0.59

Net Assets

MAYW

$70M

OCTU

$70M

Expense Ratio

MAYW

0.74%

OCTU

0.74%

Max Drawdown

Winner

MAYW

7.93%

OCTU

11.24%

Sharpe Ratio

Winner

MAYW

1.61

OCTU

1.48

5Y Beta

Winner

MAYW

0.40

OCTU

0.59

MAYW vs OCTU - Historical Returns

Returns include dividend reinvestment.

Period	MAYW	OCTU
1 month	+0.76%	+1.69%
3 months	+2.17%	+6.47%
6 months	+3.53%	+5.64%
1 year	+9.11%	+18.44%
Max(CAGR)	+10.85%	+12.23%

MAYW

+0.76%

Winner

OCTU

+1.69%

MAYW

+2.17%

Winner

OCTU

+6.47%

MAYW

+3.53%

Winner

OCTU

+5.64%

MAYW

+9.11%

Winner

OCTU

+18.44%

Max(CAGR)

MAYW

+10.85%

Winner

OCTU

+12.23%

MAYW vs OCTU - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	MAYW	OCTU
2026	+2.86%	+6.01%
2025	+10.27%	+12.54%
2024	+12.41%	+1.87%
2023	+8.18%	N/A

MAYW vs OCTU Drawdown Comparison

The maximum drawdown for MAYW was -7.93%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.

The maximum drawdown for OCTU was -11.24%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current MAYW drawdown is -0.96%. The current OCTU drawdown is -2.26%.

Rank	MAYW	OCTU
#1	-7.93% Feb 20, 2025 - May 12, 2025	-11.24% Feb 19, 2025 - Jun 30, 2025
#2	-3.70% Aug 1, 2023 - Nov 14, 2023	-5.92% Jan 27, 2026 - Apr 15, 2026
#3	-2.99% Jul 16, 2024 - Aug 15, 2024	-3.66% Oct 28, 2025 - Jan 6, 2026
#4	-1.45% Aug 30, 2024 - Sep 13, 2024	-3.65% Dec 6, 2024 - Feb 19, 2025
#5	-1.40% Feb 26, 2026 - Apr 8, 2026	-2.26% Jun 2, 2026 - Jun 5, 2026
#6	-1.38% May 1, 2023 - May 18, 2023	-2.00% Oct 8, 2025 - Oct 24, 2025
#7	-0.99% May 18, 2023 - May 26, 2023	-1.97% Oct 14, 2024 - Nov 6, 2024
#8	-0.96% Jun 1, 2026 - Jun 5, 2026	-1.97% Jul 25, 2025 - Aug 12, 2025
#9	-0.87% Dec 11, 2024 - Dec 24, 2024	-1.84% Jan 9, 2026 - Jan 27, 2026
#10	-0.87% Dec 26, 2024 - Jan 15, 2025	-1.79% May 14, 2026 - May 26, 2026
#11	-0.86% Nov 12, 2025 - Nov 25, 2025	-1.63% Sep 22, 2025 - Oct 1, 2025
#12	-0.84% May 16, 2025 - Jun 2, 2025	-1.52% Aug 14, 2025 - Aug 27, 2025
#13	-0.81% Jan 23, 2025 - Feb 5, 2025	-1.48% Nov 11, 2024 - Nov 26, 2024
#14	-0.68% Jun 16, 2023 - Jun 30, 2023	-1.36% Aug 28, 2025 - Sep 9, 2025
#15	-0.59% Oct 22, 2024 - Nov 6, 2024	-0.85% Oct 4, 2024 - Oct 9, 2024