OCTT vs SGRT

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF) and SMART EARNINGS GROWTH 30 ETF (SGRT, ETF).

OCTT vs SGRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTT(ETF)	SGRT(ETF)
Net Assets	$58M	$58M
Expense Ratio	0.74%	0.59%
Max Drawdown	13.49%	17.87%
Sharpe Ratio	1.66	2.17
5Y Beta	0.60	2.08
P/E Ratio	N/A	32.58
Forward P/E	N/A	20.23
PEG Ratio	N/A	0.16
5Y EPS CAGR	N/A	35.09%
Debt to Equity	N/A	-114.09%
P/S Ratio	N/A	2.53
P/B Ratio	N/A	5.58

Net Assets

OCTT

$58M

SGRT

$58M

Expense Ratio

OCTT

0.74%

Winner

SGRT

0.59%

Max Drawdown

Winner

OCTT

13.49%

SGRT

17.87%

Sharpe Ratio

OCTT

1.66

Winner

SGRT

2.17

5Y Beta

Winner

OCTT

0.60

SGRT

2.08

P/E Ratio

OCTT

N/A

SGRT

32.58

Forward P/E

OCTT

N/A

SGRT

20.23

PEG Ratio

OCTT

N/A

SGRT

0.16

5Y EPS CAGR

OCTT

N/A

SGRT

35.09%

Debt to Equity

OCTT

N/A

SGRT

-114.09%

P/S Ratio

OCTT

N/A

SGRT

2.53

P/B Ratio

OCTT

N/A

SGRT

5.58

OCTT vs SGRT - Historical Returns

Returns include dividend reinvestment.

Period	OCTT	SGRT
1 month	+0.66%	+1.52%
3 months	+7.62%	+33.07%
6 months	+6.69%	+48.13%
1 year	+17.56%	+80.64%
5 years(CAGR)	+10.20%	N/A
Max(CAGR)	+11.39%	+107.45%

OCTT

+0.66%

Winner

SGRT

+1.52%

OCTT

+7.62%

Winner

SGRT

+33.07%

OCTT

+6.69%

Winner

SGRT

+48.13%

OCTT

+17.56%

Winner

SGRT

+80.64%

5Y(CAGR)

OCTT

+10.20%

SGRT

N/A

Max(CAGR)

OCTT

+11.39%

Winner

SGRT

+107.45%

OCTT vs SGRT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OCTT	SGRT
2026	+6.14%	+42.12%
2025	+13.95%	+25.25%
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 SGRT Drawdown Comparison

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

The maximum drawdown for SGRT was -17.87%, occurring on Nov 20, 2025. Recovery took 51 trading sessions.

The current OCTT drawdown is -0.93%. The current SGRT drawdown is -4.78%.

Rank	OCTT	SGRT
#1	-13.49% Jan 3, 2022 - May 1, 2023	-17.87% Oct 29, 2025 - Jan 13, 2026
#2	-13.04% Feb 19, 2025 - Jun 24, 2025	-13.16% Feb 25, 2026 - Apr 8, 2026
#3	-6.93% Sep 14, 2023 - Nov 20, 2023	-11.66% Jun 3, 2026 - Jun 10, 2026
#4	-5.81% Feb 25, 2026 - Apr 14, 2026	-7.47% May 13, 2026 - May 26, 2026
#5	-4.86% Oct 12, 2020 - Nov 9, 2020	-5.72% Oct 8, 2025 - Oct 16, 2025
#6	-3.08% Oct 27, 2025 - Dec 5, 2025	-5.71% Apr 24, 2026 - May 1, 2026
#7	-2.55% Jul 16, 2024 - Aug 14, 2024	-5.17% Jan 27, 2026 - Feb 6, 2026
#8	-2.42% Dec 6, 2024 - Jan 21, 2025	-3.36% Oct 20, 2025 - Oct 24, 2025
#9	-2.30% Nov 16, 2021 - Dec 10, 2021	-3.14% May 6, 2026 - May 11, 2026
#10	-2.26% Aug 1, 2023 - Aug 29, 2023	-2.09% Feb 9, 2026 - Feb 11, 2026
#11	-2.15% May 1, 2023 - May 18, 2023	-1.77% May 11, 2026 - May 13, 2026
#12	-2.10% Jun 2, 2026 - Jun 10, 2026	-1.71% Jan 22, 2026 - Jan 27, 2026
#13	-2.05% Mar 28, 2024 - May 6, 2024	-1.54% Feb 11, 2026 - Feb 18, 2026
#14	-2.01% Jan 21, 2021 - Feb 4, 2021	-1.53% Apr 14, 2026 - Apr 17, 2026
#15	-1.84% Feb 24, 2021 - Mar 10, 2021	-1.48% Aug 28, 2025 - Sep 8, 2025