OCTT vs WBIY

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF) and WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF).

5-Year PerformanceOCTT has outperformed WBIY, delivering a return of +10.2% compared to +9.2%

OCTT vs WBIY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTT(ETF)	WBIY(ETF)
Net Assets	$59M	$59M
Expense Ratio	0.74%	0.97%
Max Drawdown	13.49%	52.13%
Sharpe Ratio	1.71	1.44
5Y Beta	0.60	0.61
P/E Ratio	N/A	11.69
Forward P/E	N/A	9.49
PEG Ratio	N/A	0.07
5Y Dividends CAGR	N/A	10.26%
5Y EPS CAGR	N/A	3.46%
P/S Ratio	N/A	0.88
P/B Ratio	N/A	1.73

Net Assets

OCTT

$59M

WBIY

$59M

Expense Ratio

Winner

OCTT

0.74%

WBIY

0.97%

Max Drawdown

Winner

OCTT

13.49%

WBIY

52.13%

Sharpe Ratio

Winner

OCTT

1.71

WBIY

1.44

5Y Beta

Winner

OCTT

0.60

WBIY

0.61

P/E Ratio

OCTT

N/A

WBIY

11.69

Forward P/E

OCTT

N/A

WBIY

9.49

PEG Ratio

OCTT

N/A

WBIY

0.07

5Y Dividends CAGR

OCTT

N/A

WBIY

10.26%

5Y EPS CAGR

OCTT

N/A

WBIY

3.46%

P/S Ratio

OCTT

N/A

WBIY

0.88

P/B Ratio

OCTT

N/A

WBIY

1.73

OCTT vs WBIY - Historical Returns

Returns include dividend reinvestment.

Period	OCTT	WBIY
1 month	+1.34%	+2.43%
3 months	+5.73%	+2.20%
6 months	+6.13%	+10.99%
1 year	+18.58%	+27.18%
5 years(CAGR)	+10.20%	+9.23%
10 years(CAGR)	N/A	+8.54%
Max(CAGR)	+11.38%	+8.54%

OCTT

+1.34%

Winner

WBIY

+2.43%

Winner

OCTT

+5.73%

WBIY

+2.20%

OCTT

+6.13%

Winner

WBIY

+10.99%

OCTT

+18.58%

Winner

WBIY

+27.18%

5Y(CAGR)

Winner

OCTT

+10.20%

WBIY

+9.23%

10Y(CAGR)

OCTT

N/A

WBIY

+8.54%

Max(CAGR)

Winner

OCTT

+11.38%

WBIY

+8.54%

OCTT vs WBIY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	OCTT	WBIY
2026	+5.85%	+9.54%
2025	+13.95%	+13.23%
2024	+12.22%	+7.37%
2023	+21.28%	+13.42%
2022	-7.51%	-1.29%
2021	+14.54%	+29.40%
2020	+7.16%	-8.67%
2019	N/A	+23.12%
2018	N/A	-15.37%
2017	N/A	+13.33%
2016	N/A	-1.39%

OCTT vs WBIY Drawdown Comparison

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

The maximum drawdown for WBIY was -48.78%, occurring on Mar 23, 2020. Recovery took 276 trading sessions.

The current OCTT drawdown is -1.20%. The current WBIY drawdown is -1.35%.

Rank	OCTT	WBIY
#1	-13.49% Jan 3, 2022 - May 1, 2023	-48.78% Jan 16, 2020 - Feb 22, 2021
#2	-13.04% Feb 19, 2025 - Jun 24, 2025	-21.65% Aug 21, 2018 - Jan 14, 2020
#3	-6.93% Sep 14, 2023 - Nov 20, 2023	-20.98% Apr 20, 2022 - Jan 31, 2023
#4	-5.81% Feb 25, 2026 - Apr 14, 2026	-19.38% Nov 25, 2024 - Jul 23, 2025
#5	-4.86% Oct 12, 2020 - Nov 9, 2020	-16.82% Feb 2, 2023 - Dec 14, 2023
#6	-3.08% Oct 27, 2025 - Dec 5, 2025	-9.57% Jan 26, 2018 - Jun 8, 2018
#7	-2.55% Jul 16, 2024 - Aug 14, 2024	-9.44% Jan 4, 2017 - Sep 26, 2017
#8	-2.42% Dec 6, 2024 - Jan 21, 2025	-7.44% Nov 12, 2021 - Dec 28, 2021
#9	-2.30% Nov 16, 2021 - Dec 10, 2021	-6.63% Jul 23, 2025 - Aug 22, 2025
#10	-2.26% Aug 1, 2023 - Aug 29, 2023	-6.52% Jun 11, 2021 - Nov 11, 2021
#11	-2.15% May 1, 2023 - May 18, 2023	-6.48% Feb 11, 2026 - May 28, 2026
#12	-2.05% Mar 28, 2024 - May 6, 2024	-6.40% Mar 28, 2024 - Jul 16, 2024
#13	-2.01% Jan 21, 2021 - Feb 4, 2021	-5.81% Sep 11, 2025 - Nov 26, 2025
#14	-1.84% Feb 24, 2021 - Mar 10, 2021	-5.66% Jan 14, 2022 - Mar 29, 2022
#15	-1.80% Oct 6, 2025 - Oct 21, 2025	-5.47% Jul 17, 2024 - Aug 26, 2024