OCTW vs DWLD

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and DAVIS SELECT WORLDWIDE ETF (DWLD, ETF).

5-Year PerformanceOCTW has outperformed DWLD, delivering a return of +8.7% compared to +7.6%

OCTW vs DWLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTW(ETF)	DWLD(ETF)
Net Assets	$564M	$567M
Expense Ratio	0.74%	0.62%
Max Drawdown	8.38%	40.86%
Sharpe Ratio	1.57	0.98
5Y Beta	0.38	0.87
P/E Ratio	N/A	27.77
Forward P/E	N/A	11.92
PEG Ratio	N/A	0.24
5Y Dividends CAGR	N/A	57.55%
Debt to Equity	N/A	58.43%
P/S Ratio	N/A	0.76
P/B Ratio	N/A	2.03

Net Assets

OCTW

$564M

Winner

DWLD

$567M

Expense Ratio

OCTW

0.74%

Winner

DWLD

0.62%

Max Drawdown

Winner

OCTW

8.38%

DWLD

40.86%

Sharpe Ratio

Winner

OCTW

1.57

DWLD

0.98

5Y Beta

Winner

OCTW

0.38

DWLD

0.87

P/E Ratio

OCTW

N/A

DWLD

27.77

Forward P/E

OCTW

N/A

DWLD

11.92

PEG Ratio

OCTW

N/A

DWLD

0.24

5Y Dividends CAGR

OCTW

N/A

DWLD

57.55%

Debt to Equity

OCTW

N/A

DWLD

58.43%

P/S Ratio

OCTW

N/A

DWLD

0.76

P/B Ratio

OCTW

N/A

DWLD

2.03

OCTW vs DWLD - Historical Returns

Returns include dividend reinvestment.

Period	OCTW	DWLD
1 month	+0.93%	-0.29%
3 months	+3.85%	+3.69%
6 months	+4.42%	+2.29%
1 year	+12.20%	+18.27%
5 years(CAGR)	+8.73%	+7.61%
10 years(CAGR)	N/A	+10.87%
Max(CAGR)	+8.95%	+10.87%

Winner

OCTW

+0.93%

DWLD

-0.29%

Winner

OCTW

+3.85%

DWLD

+3.69%

Winner

OCTW

+4.42%

DWLD

+2.29%

OCTW

+12.20%

Winner

DWLD

+18.27%

5Y(CAGR)

Winner

OCTW

+8.73%

DWLD

+7.61%

10Y(CAGR)

OCTW

N/A

DWLD

+10.87%

Max(CAGR)

OCTW

+8.95%

Winner

DWLD

+10.87%

OCTW vs DWLD - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OCTW	DWLD
2026	+4.09%	-0.74%
2025	+9.83%	+31.54%
2024	+8.84%	+25.70%
2023	+17.72%	+18.38%
2022	+0.29%	-15.41%
2021	+7.07%	-3.23%
2020	+4.11%	+19.91%
2019	N/A	+29.69%
2018	N/A	-23.88%
2017	N/A	+30.10%

OCTW vs DWLD Drawdown Comparison

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

The maximum drawdown for DWLD was -39.26%, occurring on Oct 24, 2022. Recovery took 766 trading sessions.

The current OCTW drawdown is -0.62%. The current DWLD drawdown is -3.90%.

Rank	OCTW	DWLD
#1	-8.38% Feb 18, 2025 - Jun 6, 2025	-39.26% Apr 29, 2021 - May 15, 2024
#2	-6.96% Jan 3, 2022 - Nov 10, 2022	-37.02% Jan 26, 2018 - Sep 2, 2020
#3	-3.65% Feb 25, 2026 - Apr 13, 2026	-16.01% Feb 14, 2025 - May 12, 2025
#4	-2.79% Oct 12, 2020 - Nov 5, 2020	-11.27% Jan 6, 2026 - May 6, 2026
#5	-2.69% Feb 2, 2023 - Mar 31, 2023	-10.44% May 17, 2024 - Sep 19, 2024
#6	-2.64% Oct 11, 2023 - Nov 3, 2023	-9.81% Nov 7, 2024 - Feb 13, 2025
#7	-2.33% Dec 2, 2022 - Jan 12, 2023	-8.66% Sep 2, 2020 - Oct 12, 2020
#8	-2.01% Oct 27, 2025 - Dec 3, 2025	-6.33% Nov 12, 2025 - Dec 3, 2025
#9	-1.73% Nov 16, 2021 - Dec 23, 2021	-5.85% Feb 17, 2021 - Apr 16, 2021
#10	-1.49% Jul 31, 2024 - Aug 13, 2024	-5.75% Oct 12, 2020 - Nov 4, 2020
#11	-1.41% Dec 6, 2024 - Jan 17, 2025	-5.43% Oct 7, 2024 - Nov 7, 2024
#12	-1.26% Jan 20, 2021 - Feb 8, 2021	-5.04% Jan 21, 2021 - Feb 4, 2021
#13	-1.15% Oct 8, 2025 - Oct 20, 2025	-4.72% Sep 18, 2025 - Oct 27, 2025
#14	-1.12% May 1, 2023 - May 15, 2023	-4.43% Jul 23, 2025 - Aug 13, 2025
#15	-1.12% Oct 14, 2024 - Nov 6, 2024	-3.90% Jun 2, 2026 - Jun 5, 2026