OBND vs OCTT

Comparison between STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF).

5-Year PerformanceOCTT has outperformed OBND, delivering a return of +10.2% compared to +2.3%

OBND vs OCTT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OBND(ETF)	OCTT(ETF)
Net Assets	$58M	$58M
Expense Ratio	0.55%	0.74%
Max Drawdown	18.73%	13.49%
Sharpe Ratio	0.71	1.66
5Y Beta	0.10	0.60

Net Assets

OBND

$58M

Winner

OCTT

$58M

Expense Ratio

Winner

OBND

0.55%

OCTT

0.74%

Max Drawdown

OBND

18.73%

Winner

OCTT

13.49%

Sharpe Ratio

OBND

0.71

Winner

OCTT

1.66

5Y Beta

Winner

OBND

0.10

OCTT

0.60

OBND vs OCTT - Historical Returns

Returns include dividend reinvestment.

Period	OBND	OCTT
1 month	+0.20%	+0.66%
3 months	+2.10%	+7.62%
6 months	+1.65%	+6.69%
1 year	+6.11%	+17.56%
5 years(CAGR)	+2.32%	+10.20%
Max(CAGR)	+2.32%	+11.39%

OBND

+0.20%

Winner

OCTT

+0.66%

OBND

+2.10%

Winner

OCTT

+7.62%

OBND

+1.65%

Winner

OCTT

+6.69%

OBND

+6.11%

Winner

OCTT

+17.56%

5Y(CAGR)

OBND

+2.32%

Winner

OCTT

+10.20%

Max(CAGR)

OBND

+2.32%

Winner

OCTT

+11.39%

OBND vs OCTT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OBND	OCTT
2026	+1.34%	+6.14%
2025	+7.69%	+13.95%
2024	+5.27%	+12.22%
2023	+9.21%	+21.28%
2022	-10.99%	-7.51%
2021	+0.02%	+14.54%
2020	N/A	+7.16%

OBND vs OCTT Drawdown Comparison

The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The current OBND drawdown is -0.17%. The current OCTT drawdown is -0.93%.

Rank	OBND	OCTT
#1	-15.86% Nov 9, 2021 - Aug 2, 2024	-13.49% Jan 3, 2022 - May 1, 2023
#2	-3.08% Mar 3, 2025 - May 30, 2025	-13.04% Feb 19, 2025 - Jun 24, 2025
#3	-2.88% Feb 26, 2026 - Apr 17, 2026	-6.93% Sep 14, 2023 - Nov 20, 2023
#4	-2.17% Dec 6, 2024 - Feb 24, 2025	-5.81% Feb 25, 2026 - Apr 14, 2026
#5	-1.75% Sep 24, 2024 - Dec 4, 2024	-4.86% Oct 12, 2020 - Nov 9, 2020
#6	-1.18% May 6, 2026 - May 19, 2026	-3.08% Oct 27, 2025 - Dec 5, 2025
#7	-0.93% Sep 15, 2025 - Oct 21, 2025	-2.55% Jul 16, 2024 - Aug 14, 2024
#8	-0.74% Aug 2, 2024 - Aug 14, 2024	-2.42% Dec 6, 2024 - Jan 21, 2025
#9	-0.72% Oct 28, 2025 - Nov 26, 2025	-2.30% Nov 16, 2021 - Dec 10, 2021
#10	-0.68% Oct 1, 2021 - Nov 5, 2021	-2.26% Aug 1, 2023 - Aug 29, 2023
#11	-0.62% Apr 17, 2026 - May 6, 2026	-2.15% May 1, 2023 - May 18, 2023
#12	-0.55% Jul 2, 2025 - Jul 21, 2025	-2.10% Jun 2, 2026 - Jun 10, 2026
#13	-0.43% Nov 28, 2025 - Dec 24, 2025	-2.05% Mar 28, 2024 - May 6, 2024
#14	-0.41% Aug 13, 2025 - Aug 22, 2025	-2.01% Jan 21, 2021 - Feb 4, 2021
#15	-0.40% Jan 29, 2026 - Feb 9, 2026	-1.84% Feb 24, 2021 - Mar 10, 2021