OCTT vs SMOX

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF) and Horizon SmallMid Cap Core Equity ETF (SMOX, ETF).

OCTT vs SMOX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTT(ETF)	SMOX(ETF)
Net Assets	$59M	$59M
Expense Ratio	0.74%	0.75%
Max Drawdown	13.49%	7.76%
Sharpe Ratio	1.71	1.76
5Y Beta	0.60	0.96
P/E Ratio	N/A	20.59
Forward P/E	N/A	16.54
PEG Ratio	N/A	0.21
5Y EPS CAGR	N/A	19.51%
Debt to Equity	N/A	30.31%
P/S Ratio	N/A	1.52
P/B Ratio	N/A	2.70

Net Assets

OCTT

$59M

Winner

SMOX

$59M

Expense Ratio

Winner

OCTT

0.74%

SMOX

0.75%

Max Drawdown

OCTT

13.49%

Winner

SMOX

7.76%

Sharpe Ratio

OCTT

1.71

Winner

SMOX

1.76

5Y Beta

Winner

OCTT

0.60

SMOX

0.96

P/E Ratio

OCTT

N/A

SMOX

20.59

Forward P/E

OCTT

N/A

SMOX

16.54

PEG Ratio

OCTT

N/A

SMOX

0.21

5Y EPS CAGR

OCTT

N/A

SMOX

19.51%

Debt to Equity

OCTT

N/A

SMOX

30.31%

P/S Ratio

OCTT

N/A

SMOX

1.52

P/B Ratio

OCTT

N/A

SMOX

2.70

OCTT vs SMOX - Historical Returns

Returns include dividend reinvestment.

Period	OCTT	SMOX
1 month	+1.34%	-0.26%
3 months	+5.73%	+7.05%
6 months	+6.13%	+15.38%
1 year	+18.58%	N/A
5 years(CAGR)	+10.20%	N/A
Max(CAGR)	+11.38%	+34.46%

Winner

OCTT

+1.34%

SMOX

-0.26%

OCTT

+5.73%

Winner

SMOX

+7.05%

OCTT

+6.13%

Winner

SMOX

+15.38%

OCTT

+18.58%

SMOX

N/A

5Y(CAGR)

OCTT

+10.20%

SMOX

N/A

Max(CAGR)

OCTT

+11.38%

Winner

SMOX

+34.46%

OCTT vs SMOX - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OCTT	SMOX
2026	+5.85%	+14.18%
2025	+13.95%	+0.44%
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 SMOX Drawdown Comparison

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

The maximum drawdown for SMOX was -7.76%, occurring on Mar 20, 2026. Recovery took 26 trading sessions.

The current OCTT drawdown is -1.20%. The current SMOX drawdown is -1.72%.

Rank	OCTT	SMOX
#1	-13.49% Jan 3, 2022 - May 1, 2023	-7.76% Mar 2, 2026 - Apr 8, 2026
#2	-13.04% Feb 19, 2025 - Jun 24, 2025	-3.45% May 6, 2026 - May 26, 2026
#3	-6.93% Sep 14, 2023 - Nov 20, 2023	-2.53% Dec 11, 2025 - Jan 5, 2026
#4	-5.81% Feb 25, 2026 - Apr 14, 2026	-1.72% Jun 4, 2026 - Jun 5, 2026
#5	-4.86% Oct 12, 2020 - Nov 9, 2020	-1.61% Jan 21, 2026 - Feb 6, 2026
#6	-3.08% Oct 27, 2025 - Dec 5, 2025	-1.51% Apr 27, 2026 - Apr 30, 2026
#7	-2.55% Jul 16, 2024 - Aug 14, 2024	-1.43% Feb 20, 2026 - Feb 25, 2026
#8	-2.42% Dec 6, 2024 - Jan 21, 2025	-1.29% Feb 11, 2026 - Feb 20, 2026
#9	-2.30% Nov 16, 2021 - Dec 10, 2021	-1.27% May 26, 2026 - Jun 4, 2026
#10	-2.26% Aug 1, 2023 - Aug 29, 2023	-0.91% Jan 15, 2026 - Jan 21, 2026
#11	-2.15% May 1, 2023 - May 18, 2023	-0.78% Feb 26, 2026 - Mar 2, 2026
#12	-2.05% Mar 28, 2024 - May 6, 2024	-0.63% Dec 5, 2025 - Dec 10, 2025
#13	-2.01% Jan 21, 2021 - Feb 4, 2021	-0.62% Apr 14, 2026 - Apr 17, 2026
#14	-1.84% Feb 24, 2021 - Mar 10, 2021	-0.51% Apr 9, 2026 - Apr 13, 2026
#15	-1.80% Oct 6, 2025 - Oct 21, 2025	-0.46% Apr 20, 2026 - Apr 27, 2026