OCTT vs JULU
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF (JULU, ETF).
OCTT vs JULU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OCTT
$58M
Winner
JULU
$59M
Expense Ratio
OCTT
0.74%
JULU
0.74%
Max Drawdown
OCTT
13.49%
Winner
JULU
12.46%
Sharpe Ratio
Winner
OCTT
1.25
JULU
0.92
5Y Beta
Winner
OCTT
0.61
JULU
0.65
OCTT vs JULU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OCTT
+0.70%
JULU
+0.40%
3M
OCTT
+3.57%
Winner
JULU
+3.83%
6M
Winner
OCTT
+6.01%
JULU
+5.98%
1Y
Winner
OCTT
+13.83%
JULU
+13.19%
5Y(CAGR)
OCTT
+10.18%
JULU
N/A
Max(CAGR)
OCTT
+11.28%
Winner
JULU
+12.00%
OCTT vs JULU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | OCTT | JULU |
|---|---|---|
| 2026 | +6.81% | +6.75% |
| 2025 | +13.95% | +12.37% |
| 2024 | +12.22% | +5.59% |
| 2023 | +21.28% | N/A |
| 2022 | -7.51% | N/A |
| 2021 | +14.54% | N/A |
| 2020 | +7.16% | N/A |
OCTT vs JULU Drawdown Comparison
The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.
The maximum drawdown for JULU was -12.46%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current OCTT drawdown is -1.08%. The current JULU drawdown is -2.67%.
| Rank | OCTT | JULU |
|---|---|---|
| #1 | -13.49% Jan 3, 2022 - May 1, 2023 | -12.46% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -13.04% Feb 19, 2025 - Jun 24, 2025 | -7.04% Jan 28, 2026 - Apr 15, 2026 |
| #3 | -6.93% Sep 14, 2023 - Nov 20, 2023 | -6.20% Jul 16, 2024 - Sep 19, 2024 |
| #4 | -5.81% Feb 25, 2026 - Apr 14, 2026 | -4.34% Oct 29, 2025 - Jan 6, 2026 |
| #5 | -4.86% Oct 12, 2020 - Nov 9, 2020 | -4.32% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -3.08% Oct 27, 2025 - Dec 5, 2025 | -3.90% Dec 6, 2024 - Jan 23, 2025 |
| #7 | -2.55% Jul 16, 2024 - Aug 14, 2024 | -2.33% Oct 8, 2025 - Oct 24, 2025 |
| #8 | -2.42% Dec 6, 2024 - Jan 21, 2025 | -2.29% Jan 12, 2026 - Jan 28, 2026 |
| #9 | -2.30% Nov 16, 2021 - Dec 10, 2021 | -2.21% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -2.26% Aug 1, 2023 - Aug 29, 2023 | -1.96% May 14, 2026 - May 26, 2026 |
| #11 | -2.15% May 1, 2023 - May 18, 2023 | -1.71% Nov 11, 2024 - Nov 26, 2024 |
| #12 | -2.10% Jun 2, 2026 - Jul 6, 2026 | -1.65% Jul 25, 2025 - Aug 8, 2025 |
| #13 | -2.05% Mar 28, 2024 - May 6, 2024 | -1.60% Jan 23, 2025 - Feb 19, 2025 |
| #14 | -2.01% Jan 21, 2021 - Feb 4, 2021 | -1.21% Aug 14, 2025 - Aug 27, 2025 |
| #15 | -1.84% Feb 24, 2021 - Mar 10, 2021 | -1.18% Aug 28, 2025 - Sep 10, 2025 |
Correlation
Correlation between OCTT and JULU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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