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OCTB vs TRUD

Comparison between APTUS OCTOBER BUFFER ETF (OCTB, ETF) and VANECK CONSUMER DISCRETIONARY TRUSECTOR ETF (TRUD, ETF).

OCTB vs TRUD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OCTB
$42M
TRUD
$42M
Expense Ratio
OCTB
0.25%
Winner
TRUD
0.16%
Max Drawdown
Winner
OCTB
4.79%
TRUD
15.96%
Sharpe Ratio
Winner
OCTB
1.11
TRUD
0.22
5Y Beta
Winner
OCTB
0.53
TRUD
1.28

OCTB vs TRUD - Holdings Comparison

OCTB and TRUD have 0 common holdings. Overlap is 0.00%

OCTB's top 25 holdings weight is 0.19%. TRUD's top 25 holdings weight is 98.23%.

RankOCTBTRUD
#1
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.19%
STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 51.42%
#2N/A
AMAZON.COM INC (AMZN) - 27.58%
#3N/A
TESLA INC (TSLA) - 8.97%
#4N/A
THE HOME DEPOT INC (HD) - 2.37%
#5N/A
MCDONALD'S CORP (MCD) - 1.31%
#6N/A
TJX COMPANIES INC (TJX) - 0.76%
#7N/A
BOOKING HOLDINGS INC (BKNG) - 0.55%
#8N/A
LOWE'S COMPANIES INC (LOW) - 0.52%
#9N/A
STARBUCKS CORP (SBUX) - 0.49%
#10N/A
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.37%
#11N/A
HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.34%
#12N/A
O'REILLY AUTOMOTIVE INC (ORLY) - 0.33%
#13N/A
GENERAL MOTORS CO (GM) - 0.33%
#14N/A
ROYAL CARIBBEAN GROUP (RCL) - 0.32%
#15N/A
ROSS STORES INC (ROST) - 0.32%
#16N/A
FORD MOTOR CO (F) - 0.29%
#17N/A
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.27%
#18N/A
AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.26%
#19N/A
NIKE INC CLASS B (NKE) - 0.24%
#20N/A
CARVANA CO CLASS A (CVNA) - 0.23%
#21N/A
EBAY INC (EBAY) - 0.22%
#22N/A
AUTOZONE INC (AZO) - 0.20%
#23N/A
D.R. HORTON INC (DHI) - 0.18%
#24N/A
CHIPOTLE MEXICAN GRILL INC (CMG) - 0.18%
#25N/A
YUM BRANDS INC (YUM) - 0.18%
Total Holdings151

OCTB vs TRUD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OCTB
+0.64%
TRUD
-3.58%
3M
Winner
OCTB
+6.60%
TRUD
+6.07%
6M
Winner
OCTB
+6.07%
TRUD
-2.00%
1Y
OCTB
N/A
TRUD
+4.96%
Max(CAGR)
Winner
OCTB
+12.48%
TRUD
+6.18%

OCTB vs TRUD - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearOCTBTRUD
2026+5.58%-0.37%
2025+2.37%+6.73%

OCTB vs TRUD Drawdown Comparison

The maximum drawdown for OCTB was -4.79%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.

The maximum drawdown for TRUD was -15.96%, occurring on Mar 27, 2026. Recovery took 93 trading sessions.

The current OCTB drawdown is -0.74%. The current TRUD drawdown is -6.50%.

RankOCTBTRUD
#1-4.79%
Jan 28, 2026 - Apr 14, 2026
-15.96%
Jan 12, 2026 - May 27, 2026
#2-2.68%
Oct 28, 2025 - Dec 5, 2025
-10.43%
Nov 3, 2025 - Jan 9, 2026
#3-1.67%
Jun 2, 2026 - Jun 10, 2026
-8.55%
May 28, 2026 - Jun 10, 2026
#4-1.32%
Jan 12, 2026 - Jan 27, 2026
-5.68%
Sep 16, 2025 - Oct 31, 2025
#5-1.14%
Dec 11, 2025 - Dec 22, 2025
-2.01%
Aug 28, 2025 - Sep 4, 2025
#6-0.50%
May 14, 2026 - May 21, 2026
-1.55%
Sep 9, 2025 - Sep 11, 2025
#7-0.47%
Dec 26, 2025 - Jan 6, 2026
-0.18%
Sep 4, 2025 - Sep 8, 2025
#8-0.45%
Apr 17, 2026 - Apr 22, 2026
-0.07%
Aug 22, 2025 - Aug 26, 2025
#9-0.40%
Oct 15, 2025 - Oct 17, 2025
N/A
#10-0.33%
Oct 21, 2025 - Oct 23, 2025
N/A
#11-0.24%
Apr 27, 2026 - Apr 30, 2026
N/A
#12-0.23%
Dec 5, 2025 - Dec 10, 2025
N/A
#13-0.22%
May 1, 2026 - May 5, 2026
N/A
#14-0.21%
Apr 22, 2026 - Apr 24, 2026
N/A
#15-0.19%
Jan 6, 2026 - Jan 9, 2026
N/A

Correlation

Correlation between OCTB and TRUD is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51
-101

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