OCTT vs HTAX

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF) and MACQUARIE NATIONAL HIGH-YIELD MUNICIPAL BOND ETF (HTAX, ETF).

OCTT vs HTAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTT(ETF)	HTAX(ETF)
Net Assets	$58M	$59M
Expense Ratio	0.74%	0.49%
Max Drawdown	13.49%	7.34%
Sharpe Ratio	1.25	1.17
5Y Beta	0.61	0.02

Net Assets

OCTT

$58M

Winner

HTAX

$59M

Expense Ratio

OCTT

0.74%

Winner

HTAX

0.49%

Max Drawdown

OCTT

13.49%

Winner

HTAX

7.34%

Sharpe Ratio

Winner

OCTT

1.25

HTAX

1.17

5Y Beta

OCTT

0.61

Winner

HTAX

0.02

OCTT vs HTAX - Historical Returns

Returns include dividend reinvestment.

Period	OCTT	HTAX
1 month	+0.70%	-1.42%
3 months	+3.57%	+0.05%
6 months	+6.01%	+2.11%
1 year	+13.83%	+9.69%
5 years(CAGR)	+10.18%	N/A
Max(CAGR)	+11.28%	+2.84%

Winner

OCTT

+0.70%

HTAX

-1.42%

Winner

OCTT

+3.57%

HTAX

+0.05%

Winner

OCTT

+6.01%

HTAX

+2.11%

Winner

OCTT

+13.83%

HTAX

+9.69%

5Y(CAGR)

OCTT

+10.18%

HTAX

N/A

Max(CAGR)

Winner

OCTT

+11.28%

HTAX

+2.84%

OCTT vs HTAX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OCTT	HTAX
2026	+6.81%	+2.44%
2025	+13.95%	+1.44%
2024	+12.22%	N/A
2023	+21.28%	N/A
2022	-7.51%	N/A
2021	+14.54%	N/A
2020	+7.16%	N/A

OCTT vs HTAX Drawdown Comparison

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The maximum drawdown for HTAX was -6.10%, occurring on Jul 18, 2025. Recovery took 132 trading sessions.

The current OCTT drawdown is -1.08%. The current HTAX drawdown is -2.52%.

Rank	OCTT	HTAX
#1	-13.49% Jan 3, 2022 - May 1, 2023	-6.10% Mar 10, 2025 - Sep 17, 2025
#2	-13.04% Feb 19, 2025 - Jun 24, 2025	-3.06% Feb 27, 2026 - Apr 24, 2026
#3	-6.93% Sep 14, 2023 - Nov 20, 2023	-2.52% Jul 2, 2026 - Jul 23, 2026
#4	-5.81% Feb 25, 2026 - Apr 14, 2026	-1.69% May 8, 2026 - May 27, 2026
#5	-4.86% Oct 12, 2020 - Nov 9, 2020	-0.92% Jan 14, 2026 - Feb 2, 2026
#6	-3.08% Oct 27, 2025 - Dec 5, 2025	-0.86% Nov 26, 2025 - Jan 7, 2026
#7	-2.55% Jul 16, 2024 - Aug 14, 2024	-0.82% Nov 11, 2025 - Nov 26, 2025
#8	-2.42% Dec 6, 2024 - Jan 21, 2025	-0.66% Oct 1, 2025 - Oct 13, 2025
#9	-2.30% Nov 16, 2021 - Dec 10, 2021	-0.61% Oct 27, 2025 - Nov 11, 2025
#10	-2.26% Aug 1, 2023 - Aug 29, 2023	-0.60% Sep 17, 2025 - Oct 1, 2025
#11	-2.15% May 1, 2023 - May 18, 2023	-0.49% Jun 4, 2026 - Jun 16, 2026
#12	-2.10% Jun 2, 2026 - Jul 6, 2026	-0.43% Apr 24, 2026 - May 6, 2026
#13	-2.05% Mar 28, 2024 - May 6, 2024	-0.36% Feb 19, 2026 - Feb 24, 2026
#14	-2.01% Jan 21, 2021 - Feb 4, 2021	-0.35% Jun 18, 2026 - Jun 24, 2026
#15	-1.84% Feb 24, 2021 - Mar 10, 2021	-0.26% Jan 7, 2026 - Jan 14, 2026