OCTM vs HEQQ

Comparison between FT VEST U.S. EQUITY MAX BUFFER ETF - OCTOBER (OCTM, ETF) and JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF).

OCTM vs HEQQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTM(ETF)	HEQQ(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.85%	0.50%
Max Drawdown	3.29%	7.64%
Sharpe Ratio	1.62	1.31
5Y Beta	0.16	0.56
P/E Ratio	N/A	41.56
Forward P/E	N/A	28.25
PEG Ratio	N/A	0.52
5Y EPS CAGR	N/A	34.40%
Debt to Equity	N/A	29.20%
P/S Ratio	N/A	7.03
P/B Ratio	N/A	10.99

Net Assets

OCTM

$32M

HEQQ

$32M

Expense Ratio

OCTM

0.85%

Winner

HEQQ

0.50%

Max Drawdown

Winner

OCTM

3.29%

HEQQ

7.64%

Sharpe Ratio

Winner

OCTM

1.62

HEQQ

1.31

5Y Beta

Winner

OCTM

0.16

HEQQ

0.56

P/E Ratio

OCTM

N/A

HEQQ

41.56

Forward P/E

OCTM

N/A

HEQQ

28.25

PEG Ratio

OCTM

N/A

HEQQ

0.52

5Y EPS CAGR

OCTM

N/A

HEQQ

34.40%

Debt to Equity

OCTM

N/A

HEQQ

29.20%

P/S Ratio

OCTM

N/A

HEQQ

7.03

P/B Ratio

OCTM

N/A

HEQQ

10.99

OCTM vs HEQQ - Historical Returns

Returns include dividend reinvestment.

Period	OCTM	HEQQ
1 month	+0.44%	-0.94%
3 months	+2.08%	+3.66%
6 months	+2.83%	+2.40%
1 year	+8.02%	+15.35%
Max(CAGR)	+6.06%	+17.17%

Winner

OCTM

+0.44%

HEQQ

-0.94%

OCTM

+2.08%

Winner

HEQQ

+3.66%

Winner

OCTM

+2.83%

HEQQ

+2.40%

OCTM

+8.02%

Winner

HEQQ

+15.35%

Max(CAGR)

OCTM

+6.06%

Winner

HEQQ

+17.17%

OCTM vs HEQQ - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	OCTM	HEQQ
2026	+2.39%	+2.97%
2025	+7.07%	+17.20%
2024	+0.33%	N/A

OCTM vs HEQQ Drawdown Comparison

The maximum drawdown for OCTM was -3.29%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.

The current OCTM drawdown is -0.31%. The current HEQQ drawdown is -2.09%.

Rank	OCTM	HEQQ
#1	-3.29% Feb 19, 2025 - May 19, 2025	-7.64% Jan 28, 2026 - Apr 24, 2026
#2	-1.64% Feb 25, 2026 - Apr 9, 2026	-6.73% Mar 27, 2025 - May 1, 2025
#3	-1.17% Oct 28, 2025 - Dec 10, 2025	-3.34% Oct 29, 2025 - Nov 28, 2025
#4	-0.60% May 19, 2025 - Jun 3, 2025	-2.92% Dec 10, 2025 - Jan 9, 2026
#5	-0.59% Dec 6, 2024 - Jan 17, 2025	-2.09% May 28, 2026 - Jun 5, 2026
#6	-0.51% Oct 21, 2024 - Nov 6, 2024	-1.82% Jan 12, 2026 - Jan 27, 2026
#7	-0.47% Feb 2, 2026 - Feb 9, 2026	-1.41% Oct 8, 2025 - Oct 20, 2025
#8	-0.46% Jul 28, 2025 - Aug 8, 2025	-1.02% Aug 28, 2025 - Sep 4, 2025
#9	-0.43% Nov 13, 2024 - Nov 25, 2024	-0.98% May 16, 2025 - May 27, 2025
#10	-0.43% Jan 16, 2026 - Jan 26, 2026	-0.89% May 13, 2026 - May 28, 2026
#11	-0.37% Dec 11, 2025 - Dec 19, 2025	-0.81% Aug 18, 2025 - Aug 26, 2025
#12	-0.36% Feb 9, 2026 - Feb 25, 2026	-0.72% Jul 28, 2025 - Aug 4, 2025
#13	-0.31% Jun 2, 2026 - Jun 5, 2026	-0.72% May 2, 2025 - May 8, 2025
#14	-0.31% Jun 12, 2025 - Jun 23, 2025	-0.46% Oct 21, 2025 - Oct 24, 2025
#15	-0.29% Jan 24, 2025 - Feb 6, 2025	-0.46% Sep 22, 2025 - Sep 30, 2025