OCIO vs IOCT

Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and Innovator International Developed Power Buffer ETF - October (IOCT, ETF).

5-Year PerformanceIOCT has outperformed OCIO, delivering a return of +8.2% compared to +6.9%

OCIO vs IOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCIO(ETF)	IOCT(ETF)
Net Assets	$178M	$178M
Expense Ratio	0.65%	0.85%
Max Drawdown	24.21%	16.94%
Sharpe Ratio	1.29	0.89
5Y Beta	0.67	0.40
5Y Dividends CAGR	37.92%	N/A

Net Assets

OCIO

$178M

Winner

IOCT

$178M

Expense Ratio

Winner

OCIO

0.65%

IOCT

0.85%

Max Drawdown

OCIO

24.21%

Winner

IOCT

16.94%

Sharpe Ratio

Winner

OCIO

1.29

IOCT

0.89

5Y Beta

OCIO

0.67

Winner

IOCT

0.40

5Y Dividends CAGR

OCIO

37.92%

IOCT

N/A

OCIO vs IOCT - Historical Returns

Returns include dividend reinvestment.

Period	OCIO	IOCT
1 month	+0.97%	+0.34%
3 months	+5.19%	+2.41%
6 months	+6.76%	+5.15%
1 year	+17.84%	+11.87%
5 years(CAGR)	+6.86%	+8.18%
10 years(CAGR)	+7.70%	N/A
Max(CAGR)	+7.70%	+8.18%

Winner

OCIO

+0.97%

IOCT

+0.34%

Winner

OCIO

+5.19%

IOCT

+2.41%

Winner

OCIO

+6.76%

IOCT

+5.15%

Winner

OCIO

+17.84%

IOCT

+11.87%

5Y(CAGR)

OCIO

+6.86%

Winner

IOCT

+8.18%

10Y(CAGR)

OCIO

+7.70%

IOCT

N/A

Max(CAGR)

OCIO

+7.70%

Winner

IOCT

+8.18%

OCIO vs IOCT - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OCIO	IOCT
2026	+5.68%	+3.57%
2025	+12.71%	+19.06%
2024	+13.52%	+5.71%
2023	+12.00%	+16.44%
2022	-12.35%	-6.56%
2021	+13.76%	+0.98%
2020	+10.82%	N/A
2019	+18.36%	N/A
2018	-10.17%	N/A
2017	+8.98%	N/A

OCIO vs IOCT Drawdown Comparison

The maximum drawdown for OCIO was -24.21%, occurring on Mar 19, 2020. Recovery took 121 trading sessions.

The maximum drawdown for IOCT was -16.94%, occurring on Oct 12, 2022. Recovery took 375 trading sessions.

The current OCIO drawdown is -3.11%. The current IOCT drawdown is -1.26%.

Rank	OCIO	IOCT
#1	-24.21% Feb 12, 2020 - Aug 5, 2020	-16.94% Nov 5, 2021 - May 5, 2023
#2	-18.75% Dec 29, 2021 - Mar 7, 2024	-7.54% Mar 19, 2025 - Apr 28, 2025
#3	-14.40% Jan 26, 2018 - Nov 19, 2019	-5.84% Feb 26, 2026 - May 6, 2026
#4	-13.31% Feb 13, 2025 - Jun 30, 2025	-5.21% Sep 30, 2024 - Mar 5, 2025
#5	-6.98% Feb 25, 2026 - Apr 16, 2026	-4.96% Jul 12, 2024 - Aug 16, 2024
#6	-6.69% Jul 16, 2024 - Sep 19, 2024	-4.36% Sep 15, 2023 - Nov 14, 2023
#7	-4.75% Sep 2, 2020 - Nov 9, 2020	-3.67% Jul 23, 2025 - Aug 13, 2025
#8	-4.35% Mar 28, 2024 - May 15, 2024	-3.01% Nov 12, 2025 - Dec 10, 2025
#9	-4.27% Oct 27, 2025 - Dec 23, 2025	-2.68% Mar 27, 2024 - May 6, 2024
#10	-3.62% Sep 3, 2021 - Nov 1, 2021	-2.45% Aug 22, 2025 - Sep 11, 2025
#11	-3.52% Nov 8, 2021 - Dec 27, 2021	-2.02% Jun 12, 2025 - Jun 27, 2025
#12	-3.19% Dec 6, 2024 - Jan 22, 2025	-1.90% Jun 6, 2024 - Jul 5, 2024
#13	-3.11% Jun 2, 2026 - Jun 5, 2026	-1.85% Dec 27, 2023 - Jan 29, 2024
#14	-3.04% Feb 12, 2021 - Apr 1, 2021	-1.82% Aug 30, 2024 - Sep 16, 2024
#15	-2.85% May 7, 2021 - Jun 1, 2021	-1.77% Sep 15, 2025 - Oct 1, 2025