OCTU vs WSGE

Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF (OCTU, ETF) and WARREN STREET GLOBAL EQUITY ETF (WSGE, ETF).

OCTU vs WSGE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTU(ETF)	WSGE(ETF)
Net Assets	$61M	$61M
Expense Ratio	0.74%	0.80%
Max Drawdown	11.24%	9.25%
Sharpe Ratio	1.05	1.07
5Y Beta	0.60	1.08

Net Assets

OCTU

$61M

Winner

WSGE

$61M

Expense Ratio

Winner

OCTU

0.74%

WSGE

0.80%

Max Drawdown

OCTU

11.24%

Winner

WSGE

9.25%

Sharpe Ratio

OCTU

1.05

Winner

WSGE

1.07

5Y Beta

Winner

OCTU

0.60

WSGE

1.08

OCTU vs WSGE - Historical Returns

Returns include dividend reinvestment.

Period	OCTU	WSGE
1 month	+0.09%	-0.75%
3 months	+4.45%	+5.55%
6 months	+6.45%	+9.69%
1 year	+14.26%	N/A
Max(CAGR)	+11.75%	+20.64%

Winner

OCTU

+0.09%

WSGE

-0.75%

OCTU

+4.45%

Winner

WSGE

+5.55%

OCTU

+6.45%

Winner

WSGE

+9.69%

OCTU

+14.26%

WSGE

N/A

Max(CAGR)

OCTU

+11.75%

Winner

WSGE

+20.64%

OCTU vs WSGE - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	OCTU	WSGE
2026	+6.74%	+11.21%
2025	+12.54%	+0.31%
2024	+1.87%	N/A

OCTU vs WSGE Drawdown Comparison

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

The maximum drawdown for WSGE was -9.25%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The current OCTU drawdown is -1.59%. The current WSGE drawdown is -1.05%.

Rank	OCTU	WSGE
#1	-11.24% Feb 19, 2025 - Jun 30, 2025	-9.25% Feb 25, 2026 - Apr 14, 2026
#2	-5.92% Jan 27, 2026 - Apr 15, 2026	-4.06% Jun 2, 2026 - Jun 15, 2026
#3	-4.08% Jun 2, 2026 - Jun 26, 2026	-2.69% Dec 11, 2025 - Dec 23, 2025
#4	-3.66% Oct 28, 2025 - Jan 6, 2026	-2.29% Jul 6, 2026 - Jul 20, 2026
#5	-3.65% Dec 6, 2024 - Feb 19, 2025	-2.21% May 14, 2026 - May 26, 2026
#6	-2.00% Oct 8, 2025 - Oct 24, 2025	-2.16% Jun 15, 2026 - Jul 6, 2026
#7	-1.97% Oct 14, 2024 - Nov 6, 2024	-2.14% Jan 27, 2026 - Feb 6, 2026
#8	-1.97% Jul 25, 2025 - Aug 12, 2025	-1.82% Jan 12, 2026 - Jan 26, 2026
#9	-1.84% Jan 9, 2026 - Jan 27, 2026	-1.51% Apr 17, 2026 - Apr 30, 2026
#10	-1.79% May 14, 2026 - May 26, 2026	-1.48% Feb 11, 2026 - Feb 25, 2026
#11	-1.63% Sep 22, 2025 - Oct 1, 2025	-1.25% Dec 24, 2025 - Jan 6, 2026
#12	-1.52% Aug 14, 2025 - Aug 27, 2025	-1.02% May 6, 2026 - May 14, 2026
#13	-1.48% Nov 11, 2024 - Nov 26, 2024	-0.83% Apr 30, 2026 - May 5, 2026
#14	-1.36% Aug 28, 2025 - Sep 9, 2025	-0.56% Jan 6, 2026 - Jan 9, 2026
#15	-0.85% Oct 4, 2024 - Oct 9, 2024	-0.26% Feb 9, 2026 - Feb 11, 2026