OCTB vs ZTRE
Comparison between APTUS OCTOBER BUFFER ETF (OCTB, ETF) and F/M 3-YEAR INVESTMENT GRADE CORPORATE BOND ETF (ZTRE, ETF).
OCTB vs ZTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OCTB
$41M
ZTRE
$41M
Expense Ratio
OCTB
0.25%
Winner
ZTRE
0.15%
Max Drawdown
OCTB
4.79%
Winner
ZTRE
1.94%
Sharpe Ratio
Winner
OCTB
1.17
ZTRE
0.06
5Y Beta
OCTB
0.54
Winner
ZTRE
0.03
OCTB vs ZTRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OCTB
+1.24%
ZTRE
-0.06%
3M
Winner
OCTB
+5.07%
ZTRE
-0.16%
6M
Winner
OCTB
+5.68%
ZTRE
+0.81%
1Y
OCTB
N/A
ZTRE
+3.95%
Max(CAGR)
Winner
OCTB
+12.51%
ZTRE
+4.94%
OCTB vs ZTRE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | OCTB | ZTRE |
|---|---|---|
| 2026 | +5.36% | +0.26% |
| 2025 | +2.37% | +6.60% |
| 2024 | N/A | +0.37% |
OCTB vs ZTRE Drawdown Comparison
The maximum drawdown for OCTB was -4.79%, occurring on Mar 30, 2026. Recovery took 52 trading sessions.
The maximum drawdown for ZTRE was -1.45%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The current OCTB drawdown is -0.95%. The current ZTRE drawdown is -0.54%.
| Rank | OCTB | ZTRE |
|---|---|---|
| #1 | -4.79% Jan 28, 2026 - Apr 14, 2026 | -1.45% Feb 23, 2026 - Mar 26, 2026 |
| #2 | -2.68% Oct 28, 2025 - Dec 5, 2025 | -1.16% Apr 3, 2025 - Apr 25, 2025 |
| #3 | -1.32% Jan 12, 2026 - Jan 27, 2026 | -0.52% Apr 30, 2025 - May 27, 2025 |
| #4 | -1.14% Dec 11, 2025 - Dec 22, 2025 | -0.40% Oct 28, 2025 - Nov 21, 2025 |
| #5 | -0.95% Jun 2, 2026 - Jun 5, 2026 | -0.39% Jun 4, 2025 - Jun 12, 2025 |
| #6 | -0.50% May 14, 2026 - May 21, 2026 | -0.37% Dec 30, 2024 - Jan 15, 2025 |
| #7 | -0.47% Dec 26, 2025 - Jan 6, 2026 | -0.36% Mar 4, 2025 - Mar 19, 2025 |
| #8 | -0.45% Apr 17, 2026 - Apr 22, 2026 | -0.35% Jun 30, 2025 - Jul 21, 2025 |
| #9 | -0.40% Oct 15, 2025 - Oct 17, 2025 | -0.34% Sep 16, 2025 - Oct 1, 2025 |
| #10 | -0.33% Oct 21, 2025 - Oct 23, 2025 | -0.32% Feb 5, 2025 - Feb 14, 2025 |
| #11 | -0.24% Apr 27, 2026 - Apr 30, 2026 | -0.27% Nov 26, 2025 - Dec 16, 2025 |
| #12 | -0.23% Dec 5, 2025 - Dec 10, 2025 | -0.19% Mar 21, 2025 - Mar 28, 2025 |
| #13 | -0.22% May 1, 2026 - May 5, 2026 | -0.19% Aug 13, 2025 - Aug 22, 2025 |
| #14 | -0.21% Apr 22, 2026 - Apr 24, 2026 | -0.18% Jul 22, 2025 - Aug 1, 2025 |
| #15 | -0.19% Jan 6, 2026 - Jan 9, 2026 | -0.16% Oct 2, 2025 - Oct 13, 2025 |
Correlation
Correlation between OCTB and ZTRE is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
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