OCTW vs BGB

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and Blackstone Strategic Credit 2027 Term Fund (BGB, ETF).

5-Year PerformanceOCTW has outperformed BGB, delivering a return of +8.7% compared to +4.8%

OCTW vs BGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTW(ETF)	BGB(ETF)
Net Assets	$530M	$530M
Expense Ratio	0.74%	N/A
Max Drawdown	8.38%	59.06%
Sharpe Ratio	1.49	-0.18
5Y Beta	0.37	0.37
5Y Dividends CAGR	N/A	1.75%

Net Assets

Winner

OCTW

$530M

BGB

$530M

Expense Ratio

OCTW

0.74%

BGB

N/A

Max Drawdown

Winner

OCTW

8.38%

BGB

59.06%

Sharpe Ratio

Winner

OCTW

1.49

BGB

-0.18

5Y Beta

OCTW

0.37

Winner

BGB

0.37

5Y Dividends CAGR

OCTW

N/A

BGB

1.75%

OCTW vs BGB - Historical Returns

Returns include dividend reinvestment.

Period	OCTW	BGB
1 month	+0.61%	-0.89%
3 months	+4.94%	+3.49%
6 months	+4.87%	-0.87%
1 year	+11.44%	+1.61%
5 years(CAGR)	+8.74%	+4.84%
10 years(CAGR)	N/A	+6.25%
Max(CAGR)	+8.95%	+4.26%

Winner

OCTW

+0.61%

BGB

-0.89%

Winner

OCTW

+4.94%

BGB

+3.49%

Winner

OCTW

+4.87%

BGB

-0.87%

Winner

OCTW

+11.44%

BGB

+1.61%

5Y(CAGR)

Winner

OCTW

+8.74%

BGB

+4.84%

10Y(CAGR)

OCTW

N/A

BGB

+6.25%

Max(CAGR)

Winner

OCTW

+8.95%

BGB

+4.26%

OCTW vs BGB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	OCTW	BGB
2026	+4.29%	-1.65%
2025	+9.83%	+4.61%
2024	+8.84%	+18.76%
2023	+17.72%	+18.13%
2022	+0.29%	-16.76%
2021	+7.07%	+15.96%
2020	+4.11%	-4.21%
2019	N/A	+15.36%
2018	N/A	-5.12%
2017	N/A	+10.17%
2016	N/A	+25.60%
2015	N/A	-10.49%
2014	N/A	-0.52%
2013	N/A	+1.47%
2012	N/A	-6.10%

OCTW vs BGB Drawdown Comparison

The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.

The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.

The current OCTW drawdown is -0.43%. The current BGB drawdown is -5.00%.

Rank	OCTW	BGB
#1	-8.38% Feb 18, 2025 - Jun 6, 2025	-44.87% Feb 20, 2020 - Apr 28, 2021
#2	-6.96% Jan 3, 2022 - Nov 10, 2022	-24.89% May 10, 2013 - Dec 6, 2016
#3	-3.65% Feb 25, 2026 - Apr 13, 2026	-21.24% Oct 22, 2021 - Jan 25, 2024
#4	-2.79% Oct 12, 2020 - Nov 5, 2020	-16.36% Oct 1, 2018 - Jul 1, 2019
#5	-2.69% Feb 2, 2023 - Mar 31, 2023	-12.77% Feb 11, 2025 - Jul 1, 2025
#6	-2.64% Oct 11, 2023 - Nov 3, 2023	-9.06% Aug 29, 2025 - Mar 27, 2026
#7	-2.33% Dec 2, 2022 - Jan 12, 2023	-7.90% Sep 20, 2019 - Jan 10, 2020
#8	-2.01% Oct 27, 2025 - Dec 3, 2025	-7.63% Oct 9, 2012 - Mar 1, 2013
#9	-1.73% Nov 16, 2021 - Dec 23, 2021	-4.92% Jul 30, 2019 - Sep 18, 2019
#10	-1.49% Jul 31, 2024 - Aug 13, 2024	-3.86% Jul 10, 2024 - Aug 16, 2024
#11	-1.41% Dec 6, 2024 - Jan 17, 2025	-3.24% Dec 9, 2024 - Jan 31, 2025
#12	-1.26% Jan 20, 2021 - Feb 8, 2021	-3.14% May 12, 2017 - Jul 25, 2017
#13	-1.15% Oct 8, 2025 - Oct 20, 2025	-2.89% Oct 13, 2017 - Dec 7, 2017
#14	-1.12% May 1, 2023 - May 15, 2023	-2.79% Jul 6, 2021 - Aug 5, 2021
#15	-1.12% Oct 14, 2024 - Nov 6, 2024	-2.67% Mar 1, 2017 - Apr 11, 2017