MIN vs BOCT

Comparison between MFS Intermediate Income Trust (MIN, ETF) and Innovator U.S. Equity Buffer ETF - October (BOCT, ETF).

5-Year PerformanceBOCT has outperformed MIN, delivering a return of +10.3% compared to +0.6%

MIN vs BOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MIN(ETF)	BOCT(ETF)
Net Assets	$298M	$300M
Expense Ratio	N/A	0.79%
Max Drawdown	67.82%	24.54%
Sharpe Ratio	-0.28	1.62
5Y Beta	0.15	0.63
5Y Dividends CAGR	-7.58%	N/A

Net Assets

MIN

$298M

Winner

BOCT

$300M

Expense Ratio

MIN

N/A

BOCT

0.79%

Max Drawdown

MIN

67.82%

Winner

BOCT

24.54%

Sharpe Ratio

MIN

-0.28

Winner

BOCT

1.62

5Y Beta

Winner

MIN

0.15

BOCT

0.63

5Y Dividends CAGR

MIN

-7.58%

BOCT

N/A

MIN vs BOCT - Historical Returns

Returns include dividend reinvestment.

Period	MIN	BOCT
1 month	+0.78%	+0.64%
3 months	-1.68%	+7.95%
6 months	-2.54%	+6.89%
1 year	-0.29%	+18.25%
5 years(CAGR)	+0.65%	+10.33%
10 years(CAGR)	+2.76%	N/A
Max(CAGR)	+4.39%	+10.40%

Winner

MIN

+0.78%

BOCT

+0.64%

MIN

-1.68%

Winner

BOCT

+7.95%

MIN

-2.54%

Winner

BOCT

+6.89%

MIN

-0.29%

Winner

BOCT

+18.25%

5Y(CAGR)

MIN

+0.65%

Winner

BOCT

+10.33%

10Y(CAGR)

MIN

+2.76%

BOCT

N/A

Max(CAGR)

MIN

+4.39%

Winner

BOCT

+10.40%

MIN vs BOCT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MIN	BOCT
2026	-2.70%	+6.34%
2025	+6.90%	+14.45%
2024	+6.22%	+12.92%
2023	+5.56%	+21.51%
2022	-14.82%	-8.31%
2021	+3.59%	+16.09%
2020	+9.38%	+14.26%
2019	+13.42%	+18.62%
2018	-3.43%	-10.25%
2017	+3.29%	N/A
2016	+6.53%	N/A
2015	+2.94%	N/A
2014	+0.56%	N/A
2013	-12.60%	N/A
2012	+10.97%	N/A
2011	+7.20%	N/A
2010	+2.87%	N/A
2009	+15.16%	N/A
2008	+11.73%	N/A
2007	+3.03%	N/A
2006	+3.52%	N/A
2005	+2.31%	N/A
2004	-0.01%	N/A
2003	+2.19%	N/A
2002	+12.14%	N/A
2001	+5.51%	N/A
2000	+12.94%	N/A
1999	-3.96%	N/A

MIN vs BOCT Drawdown Comparison

The maximum drawdown for MIN was -19.29%, occurring on Oct 20, 2022. Recovery took 883 trading sessions.

The maximum drawdown for BOCT was -24.54%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current MIN drawdown is -4.35%. The current BOCT drawdown is -0.92%.

Rank	MIN	BOCT
#1	-19.29% Aug 17, 2021 - Feb 24, 2025	-24.54% Feb 19, 2020 - Aug 3, 2020
#2	-19.02% Dec 21, 2012 - Mar 29, 2019	-14.29% Jan 4, 2022 - May 26, 2023
#3	-14.89% Sep 10, 2008 - Dec 17, 2008	-13.61% Feb 19, 2025 - Jun 24, 2025
#4	-12.32% Jun 13, 2003 - Nov 20, 2006	-13.60% Oct 2, 2018 - Apr 12, 2019
#5	-12.05% Feb 18, 2020 - May 1, 2020	-7.44% Sep 14, 2023 - Nov 22, 2023
#6	-11.33% Nov 9, 2010 - Dec 22, 2011	-6.09% Feb 2, 2026 - Apr 14, 2026
#7	-10.08% Mar 25, 2010 - Jun 30, 2010	-5.17% Oct 12, 2020 - Nov 6, 2020
#8	-8.58% Sep 10, 2002 - Jan 17, 2003	-4.63% Jul 26, 2019 - Nov 7, 2019
#9	-8.12% Oct 26, 2012 - Dec 21, 2012	-4.13% Apr 30, 2019 - Jun 20, 2019
#10	-7.70% Feb 12, 2009 - Apr 17, 2009	-3.81% Sep 2, 2020 - Sep 30, 2020
#11	-6.80% Apr 11, 2000 - Aug 15, 2000	-3.53% Oct 28, 2025 - Dec 5, 2025
#12	-6.19% Jan 14, 2026 - Mar 27, 2026	-2.90% Jul 31, 2023 - Aug 31, 2023
#13	-5.95% Nov 13, 2001 - Feb 12, 2002	-2.70% Jul 16, 2024 - Aug 14, 2024
#14	-5.94% Nov 1, 1999 - Apr 10, 2000	-2.54% Nov 16, 2021 - Dec 10, 2021
#15	-5.44% Sep 17, 2001 - Oct 2, 2001	-2.46% Dec 4, 2024 - Jan 21, 2025

Correlation

Correlation between MIN and BOCT is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2000 - 2026)

MIN vs BOCT dividend yield comparison.

Year	MIN	BOCT
2026	3.89%	0.00%
2025	8.78%	0.00%
2024	9.12%	0.00%
2023	9.37%	0.00%
2022	10.05%	0.00%
2021	8.97%	0.00%
2020	8.90%	0.00%
2019	9.04%	0.20%
2018	9.70%	0.00%
2017	9.38%	0.00%
2016	9.39%	0.00%
2015	9.71%	0.00%
2014	9.92%	0.00%
2013	9.76%	0.00%
2012	8.27%	0.00%
2011	8.74%	0.00%
2010	9.14%	0.00%
2009	8.52%	0.00%
2008	9.38%	0.00%
2007	4.98%	0.00%
2006	5.55%	0.00%
2005	5.78%	0.00%
2004	5.63%	0.00%
2003	5.84%	0.00%
2002	6.15%	0.00%
2001	7.00%	0.00%
2000	3.18%	0.00%