OCTU vs LQDI
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF (OCTU, ETF) and ISHARES INFLATION HEDGED CORPORATE BOND ETF (LQDI, ETF).
OCTU vs LQDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OCTU
$70M
LQDI
$70M
Expense Ratio
OCTU
0.74%
Winner
LQDI
0.18%
Max Drawdown
Winner
OCTU
11.24%
LQDI
28.99%
Sharpe Ratio
Winner
OCTU
1.48
LQDI
0.59
5Y Beta
OCTU
0.59
Winner
LQDI
0.15
5Y Dividends CAGR
OCTU
N/A
LQDI
12.71%
OCTU vs LQDI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OCTU
+1.69%
LQDI
-0.21%
3M
Winner
OCTU
+6.47%
LQDI
+0.54%
6M
Winner
OCTU
+5.64%
LQDI
+1.33%
1Y
Winner
OCTU
+18.44%
LQDI
+6.82%
5Y(CAGR)
OCTU
N/A
LQDI
+1.86%
10Y(CAGR)
OCTU
N/A
LQDI
+4.33%
Max(CAGR)
Winner
OCTU
+12.23%
LQDI
+4.33%
OCTU vs LQDI - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | OCTU | LQDI |
|---|---|---|
| 2026 | +6.01% | +1.70% |
| 2025 | +12.54% | +8.41% |
| 2024 | +1.87% | +2.18% |
| 2023 | N/A | +8.92% |
| 2022 | N/A | -14.61% |
| 2021 | N/A | +7.62% |
| 2020 | N/A | +11.30% |
| 2019 | N/A | +15.86% |
| 2018 | N/A | -2.07% |
OCTU vs LQDI Drawdown Comparison
The maximum drawdown for OCTU was -11.24%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The maximum drawdown for LQDI was -28.99%, occurring on Mar 20, 2020. Recovery took 84 trading sessions.
The current OCTU drawdown is -2.26%. The current LQDI drawdown is -0.72%.
| Rank | OCTU | LQDI |
|---|---|---|
| #1 | -11.24% Feb 19, 2025 - Jun 30, 2025 | -28.99% Mar 6, 2020 - Jul 7, 2020 |
| #2 | -5.92% Jan 27, 2026 - Apr 15, 2026 | -20.67% Nov 9, 2021 - Aug 28, 2025 |
| #3 | -3.66% Oct 28, 2025 - Jan 6, 2026 | -4.96% Feb 8, 2021 - May 6, 2021 |
| #4 | -3.65% Dec 6, 2024 - Feb 19, 2025 | -4.53% Aug 6, 2018 - Feb 8, 2019 |
| #5 | -2.26% Jun 2, 2026 - Jun 5, 2026 | -3.35% Aug 30, 2019 - Nov 26, 2019 |
| #6 | -2.00% Oct 8, 2025 - Oct 24, 2025 | -3.28% Sep 2, 2020 - Nov 4, 2020 |
| #7 | -1.97% Oct 14, 2024 - Nov 6, 2024 | -2.88% Oct 27, 2025 - Apr 24, 2026 |
| #8 | -1.97% Jul 25, 2025 - Aug 12, 2025 | -2.31% Nov 4, 2020 - Nov 19, 2020 |
| #9 | -1.84% Jan 9, 2026 - Jan 27, 2026 | -2.26% Aug 7, 2020 - Sep 1, 2020 |
| #10 | -1.79% May 14, 2026 - May 26, 2026 | -1.81% Feb 21, 2020 - Mar 5, 2020 |
| #11 | -1.63% Sep 22, 2025 - Oct 1, 2025 | -1.65% Oct 27, 2021 - Nov 5, 2021 |
| #12 | -1.52% Aug 14, 2025 - Aug 27, 2025 | -1.61% Sep 14, 2021 - Oct 14, 2021 |
| #13 | -1.48% Nov 11, 2024 - Nov 26, 2024 | -1.60% May 29, 2018 - Jul 12, 2018 |
| #14 | -1.36% Aug 28, 2025 - Sep 9, 2025 | -1.54% Aug 1, 2019 - Aug 14, 2019 |
| #15 | -0.85% Oct 4, 2024 - Oct 9, 2024 | -1.46% Apr 26, 2019 - Jun 3, 2019 |
Correlation
Correlation between OCTU and LQDI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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