OCTT vs OBND

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF) and STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF).

5-Year PerformanceOCTT has outperformed OBND, delivering a return of +10.2% compared to +2.1%

OCTT vs OBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTT(ETF)	OBND(ETF)
Net Assets	$58M	$58M
Expense Ratio	0.74%	0.55%
Max Drawdown	13.49%	18.73%
Sharpe Ratio	1.25	0.01
5Y Beta	0.61	0.11

Net Assets

Winner

OCTT

$58M

OBND

$58M

Expense Ratio

OCTT

0.74%

Winner

OBND

0.55%

Max Drawdown

Winner

OCTT

13.49%

OBND

18.73%

Sharpe Ratio

Winner

OCTT

1.25

OBND

0.01

5Y Beta

OCTT

0.61

Winner

OBND

0.11

OCTT vs OBND - Historical Returns

Returns include dividend reinvestment.

Period	OCTT	OBND
1 month	+0.70%	-0.94%
3 months	+3.57%	-0.52%
6 months	+6.01%	-0.05%
1 year	+13.83%	+3.80%
5 years(CAGR)	+10.18%	+2.07%
Max(CAGR)	+11.28%	+2.07%

Winner

OCTT

+0.70%

OBND

-0.94%

Winner

OCTT

+3.57%

OBND

-0.52%

Winner

OCTT

+6.01%

OBND

-0.05%

Winner

OCTT

+13.83%

OBND

+3.80%

5Y(CAGR)

Winner

OCTT

+10.18%

OBND

+2.07%

Max(CAGR)

Winner

OCTT

+11.28%

OBND

+2.07%

OCTT vs OBND - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OCTT	OBND
2026	+6.81%	+0.43%
2025	+13.95%	+7.69%
2024	+12.22%	+5.27%
2023	+21.28%	+9.21%
2022	-7.51%	-10.99%
2021	+14.54%	+0.02%
2020	+7.16%	N/A

OCTT vs OBND Drawdown Comparison

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

The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.

The current OCTT drawdown is -1.08%. The current OBND drawdown is -1.36%.

Rank	OCTT	OBND
#1	-13.49% Jan 3, 2022 - May 1, 2023	-15.86% Nov 9, 2021 - Aug 2, 2024
#2	-13.04% Feb 19, 2025 - Jun 24, 2025	-3.08% Mar 3, 2025 - May 30, 2025
#3	-6.93% Sep 14, 2023 - Nov 20, 2023	-2.88% Feb 26, 2026 - Apr 17, 2026
#4	-5.81% Feb 25, 2026 - Apr 14, 2026	-2.17% Dec 6, 2024 - Feb 24, 2025
#5	-4.86% Oct 12, 2020 - Nov 9, 2020	-1.75% Sep 24, 2024 - Dec 4, 2024
#6	-3.08% Oct 27, 2025 - Dec 5, 2025	-1.36% Jun 29, 2026 - Jul 23, 2026
#7	-2.55% Jul 16, 2024 - Aug 14, 2024	-1.18% May 6, 2026 - Jun 16, 2026
#8	-2.42% Dec 6, 2024 - Jan 21, 2025	-0.93% Sep 15, 2025 - Oct 21, 2025
#9	-2.30% Nov 16, 2021 - Dec 10, 2021	-0.74% Aug 2, 2024 - Aug 14, 2024
#10	-2.26% Aug 1, 2023 - Aug 29, 2023	-0.72% Oct 28, 2025 - Nov 26, 2025
#11	-2.15% May 1, 2023 - May 18, 2023	-0.68% Oct 1, 2021 - Nov 5, 2021
#12	-2.10% Jun 2, 2026 - Jul 6, 2026	-0.62% Apr 17, 2026 - May 6, 2026
#13	-2.05% Mar 28, 2024 - May 6, 2024	-0.55% Jul 2, 2025 - Jul 21, 2025
#14	-2.01% Jan 21, 2021 - Feb 4, 2021	-0.43% Nov 28, 2025 - Dec 24, 2025
#15	-1.84% Feb 24, 2021 - Mar 10, 2021	-0.41% Aug 13, 2025 - Aug 22, 2025