OCTP vs PSET

Comparison between PGIM S&P 500 BUFFER 12 ETF - OCTOBER (OCTP, ETF) and PRINCIPAL QUALITY ETF (PSET, ETF).

OCTP vs PSET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTP(ETF)	PSET(ETF)
Net Assets	$29M	$29M
Expense Ratio	0.50%	0.15%
Max Drawdown	11.96%	34.74%
Sharpe Ratio	1.56	0.17
5Y Beta	0.56	1.02
P/E Ratio	N/A	24.97
Forward P/E	N/A	21.18
PEG Ratio	N/A	0.80
5Y Dividends CAGR	N/A	-1.59%
5Y EPS CAGR	N/A	25.86%
Debt to Equity	N/A	4.49%
P/S Ratio	N/A	4.29
P/B Ratio	N/A	5.73

Net Assets

Winner

OCTP

$29M

PSET

$29M

Expense Ratio

OCTP

0.50%

Winner

PSET

0.15%

Max Drawdown

Winner

OCTP

11.96%

PSET

34.74%

Sharpe Ratio

Winner

OCTP

1.56

PSET

0.17

5Y Beta

Winner

OCTP

0.56

PSET

1.02

P/E Ratio

OCTP

N/A

PSET

24.97

Forward P/E

OCTP

N/A

PSET

21.18

PEG Ratio

OCTP

N/A

PSET

0.80

5Y Dividends CAGR

OCTP

N/A

PSET

-1.59%

5Y EPS CAGR

OCTP

N/A

PSET

25.86%

Debt to Equity

OCTP

N/A

PSET

4.49%

P/S Ratio

OCTP

N/A

PSET

4.29

P/B Ratio

OCTP

N/A

PSET

5.73

OCTP vs PSET - Historical Returns

Returns include dividend reinvestment.

Period	OCTP	PSET
1 month	+0.70%	+0.58%
3 months	+6.96%	+5.99%
6 months	+6.29%	-1.39%
1 year	+16.22%	+5.89%
5 years(CAGR)	N/A	+8.53%
10 years(CAGR)	N/A	+12.63%
Max(CAGR)	+12.70%	+12.61%

Winner

OCTP

+0.70%

PSET

+0.58%

Winner

OCTP

+6.96%

PSET

+5.99%

Winner

OCTP

+6.29%

PSET

-1.39%

Winner

OCTP

+16.22%

PSET

+5.89%

5Y(CAGR)

OCTP

N/A

PSET

+8.53%

10Y(CAGR)

OCTP

N/A

PSET

+12.63%

Max(CAGR)

Winner

OCTP

+12.70%

PSET

+12.61%

OCTP vs PSET - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	OCTP	PSET
2026	+5.63%	-1.22%
2025	+13.30%	+7.74%
2024	+7.17%	+19.06%
2023	N/A	+24.21%
2022	N/A	-15.17%
2021	N/A	+31.75%
2020	N/A	+15.73%
2019	N/A	+34.98%
2018	N/A	-2.29%
2017	N/A	+24.21%
2016	N/A	+5.66%

OCTP vs PSET Drawdown Comparison

The maximum drawdown for OCTP was -11.96%, occurring on Apr 8, 2025. Recovery took 85 trading sessions.

The maximum drawdown for PSET was -34.74%, occurring on Mar 23, 2020. Recovery took 131 trading sessions.

The current OCTP drawdown is -0.70%. The current PSET drawdown is -3.51%.

Rank	OCTP	PSET
#1	-11.96% Feb 19, 2025 - Jun 23, 2025	-34.74% Feb 19, 2020 - Aug 25, 2020
#2	-5.22% Feb 2, 2026 - Apr 14, 2026	-25.61% Dec 31, 2021 - Dec 11, 2023
#3	-3.29% Jul 16, 2024 - Aug 15, 2024	-21.96% Jan 23, 2025 - Jul 24, 2025
#4	-2.80% Oct 28, 2025 - Dec 3, 2025	-13.62% Sep 18, 2018 - Feb 25, 2019
#5	-1.94% Aug 30, 2024 - Sep 16, 2024	-12.94% Jan 9, 2026 - Mar 30, 2026
#6	-1.94% Dec 6, 2024 - Jan 21, 2025	-10.12% Jul 16, 2024 - Sep 24, 2024
#7	-1.78% Oct 8, 2025 - Oct 20, 2025	-8.04% Jan 26, 2018 - Aug 6, 2018
#8	-1.74% Jun 2, 2026 - Jun 10, 2026	-7.59% Sep 3, 2021 - Nov 4, 2021
#9	-1.55% Oct 22, 2024 - Nov 6, 2024	-7.55% Sep 2, 2020 - Oct 13, 2020
#10	-1.45% Jul 28, 2025 - Aug 8, 2025	-7.43% Mar 22, 2024 - Jun 12, 2024
#11	-1.43% Jan 12, 2026 - Jan 27, 2026	-6.73% Oct 14, 2020 - Nov 5, 2020
#12	-1.31% Dec 11, 2025 - Dec 22, 2025	-5.98% Aug 23, 2016 - Jan 19, 2017
#13	-1.03% Nov 12, 2024 - Nov 25, 2024	-5.85% Jul 26, 2019 - Sep 19, 2019
#14	-0.83% Jan 23, 2025 - Feb 13, 2025	-5.80% Oct 27, 2025 - Jan 6, 2026
#15	-0.79% Aug 14, 2025 - Aug 22, 2025	-5.29% Apr 30, 2019 - Jun 13, 2019