OCTH vs HFEQ
Comparison between Innovator Premium Income 20 Barrier ETF - October (OCTH, ETF) and UNLIMITED HFEQ EQUITY LONG/SHORT ETF (HFEQ, ETF).
OCTH vs HFEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OCTH
$18M
Winner
HFEQ
$18M
Expense Ratio
Winner
OCTH
0.79%
HFEQ
0.96%
Max Drawdown
Winner
OCTH
10.98%
HFEQ
13.58%
Sharpe Ratio
OCTH
0.78
Winner
HFEQ
1.09
5Y Beta
Winner
OCTH
0.35
HFEQ
1.49
OCTH vs HFEQ - Historical Returns
Returns include dividend reinvestment.
1M
OCTH
+0.54%
Winner
HFEQ
+3.16%
3M
OCTH
+1.43%
Winner
HFEQ
+3.65%
6M
OCTH
+3.83%
Winner
HFEQ
+6.28%
1Y
OCTH
+6.76%
Winner
HFEQ
+28.85%
Max(CAGR)
OCTH
+7.30%
Winner
HFEQ
+30.77%
OCTH vs HFEQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | OCTH | HFEQ |
|---|---|---|
| 2026 | +4.37% | +15.94% |
| 2025 | +6.79% | +14.87% |
| 2024 | +6.11% | N/A |
| 2023 | +3.79% | N/A |
OCTH vs HFEQ Drawdown Comparison
The maximum drawdown for OCTH was -7.71%, occurring on Apr 8, 2025. Recovery took 33 trading sessions.
The maximum drawdown for HFEQ was -12.46%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The current HFEQ drawdown is -2.33%.
| Rank | OCTH | HFEQ |
|---|---|---|
| #1 | -7.71% Mar 25, 2025 - May 12, 2025 | -12.46% Feb 25, 2026 - May 6, 2026 |
| #2 | -2.28% Feb 25, 2026 - Apr 8, 2026 | -10.71% Oct 27, 2025 - Jan 5, 2026 |
| #3 | -1.90% Feb 19, 2025 - Mar 24, 2025 | -7.12% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -1.45% Oct 27, 2025 - Nov 26, 2025 | -5.51% Jun 30, 2026 - Aug 4, 2026 |
| #5 | -1.35% Oct 11, 2023 - Nov 2, 2023 | -5.24% May 6, 2026 - May 26, 2026 |
| #6 | -1.35% Sep 30, 2025 - Oct 27, 2025 | -4.42% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -1.01% Dec 6, 2024 - Dec 24, 2024 | -3.02% Aug 13, 2026 - Aug 20, 2026 |
| #8 | -0.77% Jan 12, 2026 - Jan 26, 2026 | -2.72% Jul 23, 2025 - Aug 8, 2025 |
| #9 | -0.69% Jan 3, 2025 - Jan 17, 2025 | -2.50% Jun 22, 2026 - Jun 30, 2026 |
| #10 | -0.67% Oct 18, 2024 - Nov 6, 2024 | -2.36% Feb 20, 2026 - Feb 25, 2026 |
| #11 | -0.67% Sep 30, 2024 - Oct 11, 2024 | -2.20% Jan 28, 2026 - Feb 6, 2026 |
| #12 | -0.64% Jul 22, 2024 - Aug 14, 2024 | -2.15% Aug 22, 2025 - Sep 9, 2025 |
| #13 | -0.58% May 16, 2025 - May 27, 2025 | -2.12% Feb 11, 2026 - Feb 20, 2026 |
| #14 | -0.57% Feb 2, 2026 - Feb 9, 2026 | -2.10% Jan 12, 2026 - Jan 22, 2026 |
| #15 | -0.46% Feb 9, 2026 - Feb 25, 2026 | -1.81% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between OCTH and HFEQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
OCTH vs HFEQ dividend yield comparison.
| Year | OCTH | HFEQ |
|---|---|---|
| 2026 | 3.20% | 0.00% |
| 2025 | 6.33% | 10.55% |
| 2024 | 7.43% | 0.00% |
| 2023 | 1.93% | 0.00% |
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