OCTW vs CFA

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF).

5-Year PerformanceOCTW has outperformed CFA, delivering a return of +8.7% compared to +8.1%

OCTW vs CFA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTW(ETF)	CFA(ETF)
Net Assets	$530M	$531M
Expense Ratio	0.74%	0.35%
Max Drawdown	8.38%	37.86%
Sharpe Ratio	1.49	0.98
5Y Beta	0.37	0.74
P/E Ratio	N/A	21.78
Forward P/E	N/A	17.18
PEG Ratio	N/A	0.37
5Y Dividends CAGR	N/A	13.27%
5Y EPS CAGR	N/A	12.64%
Debt to Equity	N/A	17.31%
P/S Ratio	N/A	1.96
P/B Ratio	N/A	3.24

Net Assets

OCTW

$530M

Winner

CFA

$531M

Expense Ratio

OCTW

0.74%

Winner

CFA

0.35%

Max Drawdown

Winner

OCTW

8.38%

CFA

37.86%

Sharpe Ratio

Winner

OCTW

1.49

CFA

0.98

5Y Beta

Winner

OCTW

0.37

CFA

0.74

P/E Ratio

OCTW

N/A

CFA

21.78

Forward P/E

OCTW

N/A

CFA

17.18

PEG Ratio

OCTW

N/A

CFA

0.37

5Y Dividends CAGR

OCTW

N/A

CFA

13.27%

5Y EPS CAGR

OCTW

N/A

CFA

12.64%

Debt to Equity

OCTW

N/A

CFA

17.31%

P/S Ratio

OCTW

N/A

CFA

1.96

P/B Ratio

OCTW

N/A

CFA

3.24

OCTW vs CFA - Historical Returns

Returns include dividend reinvestment.

Period	OCTW	CFA
1 month	+0.61%	+3.09%
3 months	+4.94%	+7.15%
6 months	+4.87%	+7.56%
1 year	+11.44%	+14.58%
5 years(CAGR)	+8.74%	+8.06%
10 years(CAGR)	N/A	+11.72%
Max(CAGR)	+8.95%	+10.49%

OCTW

+0.61%

Winner

CFA

+3.09%

OCTW

+4.94%

Winner

CFA

+7.15%

OCTW

+4.87%

Winner

CFA

+7.56%

OCTW

+11.44%

Winner

CFA

+14.58%

5Y(CAGR)

Winner

OCTW

+8.74%

CFA

+8.06%

10Y(CAGR)

OCTW

N/A

CFA

+11.72%

Max(CAGR)

OCTW

+8.95%

Winner

CFA

+10.49%

OCTW vs CFA - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	OCTW	CFA
2026	+4.29%	+7.64%
2025	+9.83%	+8.76%
2024	+8.84%	+15.26%
2023	+17.72%	+11.98%
2022	+0.29%	-10.96%
2021	+7.07%	+27.98%
2020	+4.11%	+11.49%
2019	N/A	+31.11%
2018	N/A	-9.01%
2017	N/A	+21.65%
2016	N/A	+16.93%
2015	N/A	+0.12%
2014	N/A	+4.74%

OCTW vs CFA Drawdown Comparison

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

The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

The current OCTW drawdown is -0.43%.

Rank	OCTW	CFA
#1	-8.38% Feb 18, 2025 - Jun 6, 2025	-37.73% Feb 19, 2020 - Nov 5, 2020
#2	-6.96% Jan 3, 2022 - Nov 10, 2022	-20.87% Dec 29, 2021 - Jan 29, 2024
#3	-3.65% Feb 25, 2026 - Apr 13, 2026	-20.84% Sep 20, 2018 - Apr 30, 2019
#4	-2.79% Oct 12, 2020 - Nov 5, 2020	-17.28% Nov 29, 2024 - Aug 22, 2025
#5	-2.69% Feb 2, 2023 - Mar 31, 2023	-14.17% Jun 23, 2015 - Apr 27, 2016
#6	-2.64% Oct 11, 2023 - Nov 3, 2023	-9.12% Jan 26, 2018 - Aug 17, 2018
#7	-2.33% Dec 2, 2022 - Jan 12, 2023	-7.52% Sep 17, 2014 - Oct 29, 2014
#8	-2.01% Oct 27, 2025 - Dec 3, 2025	-7.13% Mar 2, 2026 - Jun 2, 2026
#9	-1.73% Nov 16, 2021 - Dec 23, 2021	-6.65% Jun 8, 2016 - Jul 11, 2016
#10	-1.49% Jul 31, 2024 - Aug 13, 2024	-6.21% Jul 26, 2019 - Oct 29, 2019
#11	-1.41% Dec 6, 2024 - Jan 17, 2025	-5.85% Apr 30, 2019 - Jun 20, 2019
#12	-1.26% Jan 20, 2021 - Feb 8, 2021	-5.54% Nov 16, 2021 - Dec 27, 2021
#13	-1.15% Oct 8, 2025 - Oct 20, 2025	-5.53% Mar 28, 2024 - Jul 12, 2024
#14	-1.12% May 1, 2023 - May 15, 2023	-5.29% Nov 26, 2014 - Dec 29, 2014
#15	-1.12% Oct 14, 2024 - Nov 6, 2024	-5.13% Sep 2, 2021 - Oct 21, 2021