OCTU vs DDIV

Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF (OCTU, ETF) and FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV, ETF).

OCTU vs DDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTU(ETF)	DDIV(ETF)
Net Assets	$70M	$70M
Expense Ratio	0.74%	0.60%
Max Drawdown	11.24%	47.56%
Sharpe Ratio	1.48	1.20
5Y Beta	0.59	0.88
P/E Ratio	N/A	18.45
Forward P/E	N/A	13.80
PEG Ratio	N/A	0.27
5Y Dividends CAGR	N/A	4.75%
5Y EPS CAGR	N/A	9.81%
Debt to Equity	N/A	23.46%
P/S Ratio	N/A	1.76
P/B Ratio	N/A	2.27

Net Assets

OCTU

$70M

Winner

DDIV

$70M

Expense Ratio

OCTU

0.74%

Winner

DDIV

0.60%

Max Drawdown

Winner

OCTU

11.24%

DDIV

47.56%

Sharpe Ratio

Winner

OCTU

1.48

DDIV

1.20

5Y Beta

Winner

OCTU

0.59

DDIV

0.88

P/E Ratio

OCTU

N/A

DDIV

18.45

Forward P/E

OCTU

N/A

DDIV

13.80

PEG Ratio

OCTU

N/A

DDIV

0.27

5Y Dividends CAGR

OCTU

N/A

DDIV

4.75%

5Y EPS CAGR

OCTU

N/A

DDIV

9.81%

Debt to Equity

OCTU

N/A

DDIV

23.46%

P/S Ratio

OCTU

N/A

DDIV

1.76

P/B Ratio

OCTU

N/A

DDIV

2.27

OCTU vs DDIV - Historical Returns

Returns include dividend reinvestment.

Period	OCTU	DDIV
1 month	+1.69%	-1.63%
3 months	+6.47%	+7.36%
6 months	+5.64%	+8.79%
1 year	+18.44%	+21.73%
5 years(CAGR)	N/A	+9.43%
10 years(CAGR)	N/A	+9.73%
Max(CAGR)	+12.23%	+8.84%

Winner

OCTU

+1.69%

DDIV

-1.63%

OCTU

+6.47%

Winner

DDIV

+7.36%

OCTU

+5.64%

Winner

DDIV

+8.79%

OCTU

+18.44%

Winner

DDIV

+21.73%

5Y(CAGR)

OCTU

N/A

DDIV

+9.43%

10Y(CAGR)

OCTU

N/A

DDIV

+9.73%

Max(CAGR)

Winner

OCTU

+12.23%

DDIV

+8.84%

OCTU vs DDIV - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	OCTU	DDIV
2026	+6.01%	+6.31%
2025	+12.54%	+11.50%
2024	+1.87%	+27.42%
2023	N/A	+11.52%
2022	N/A	-12.49%
2021	N/A	+42.71%
2020	N/A	-3.46%
2019	N/A	+31.83%
2018	N/A	-15.93%
2017	N/A	+10.82%
2016	N/A	+16.35%
2015	N/A	-8.48%
2014	N/A	+9.81%

OCTU vs DDIV Drawdown Comparison

The maximum drawdown for OCTU was -11.24%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for DDIV was -47.56%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.

The current OCTU drawdown is -2.26%. The current DDIV drawdown is -1.63%.

Rank	OCTU	DDIV
#1	-11.24% Feb 19, 2025 - Jun 30, 2025	-47.56% Feb 20, 2020 - Feb 11, 2021
#2	-5.92% Jan 27, 2026 - Apr 15, 2026	-22.88% Aug 21, 2018 - Jun 20, 2019
#3	-3.66% Oct 28, 2025 - Jan 6, 2026	-21.11% Jan 13, 2022 - Mar 5, 2024
#4	-3.65% Dec 6, 2024 - Feb 19, 2025	-18.96% Nov 26, 2024 - Sep 30, 2025
#5	-2.26% Jun 2, 2026 - Jun 5, 2026	-17.47% Apr 23, 2015 - Jun 3, 2016
#6	-2.00% Oct 8, 2025 - Oct 24, 2025	-11.31% Feb 9, 2026 - Apr 23, 2026
#7	-1.97% Oct 14, 2024 - Nov 6, 2024	-11.13% Jun 8, 2021 - Oct 15, 2021
#8	-1.97% Jul 25, 2025 - Aug 12, 2025	-7.88% Jul 22, 2016 - Dec 8, 2016
#9	-1.84% Jan 9, 2026 - Jan 27, 2026	-7.81% Dec 18, 2017 - Aug 17, 2018
#10	-1.79% May 14, 2026 - May 26, 2026	-7.69% Jul 31, 2024 - Aug 21, 2024
#11	-1.63% Sep 22, 2025 - Oct 1, 2025	-6.54% Nov 15, 2021 - Dec 28, 2021
#12	-1.52% Aug 14, 2025 - Aug 27, 2025	-6.33% Jul 1, 2014 - Nov 3, 2014
#13	-1.48% Nov 11, 2024 - Nov 26, 2024	-6.01% Mar 28, 2024 - May 15, 2024
#14	-1.36% Aug 28, 2025 - Sep 9, 2025	-5.70% Mar 15, 2021 - Apr 16, 2021
#15	-0.85% Oct 4, 2024 - Oct 9, 2024	-4.67% May 7, 2021 - May 17, 2021