OCTW vs IWLG
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and NYLI WINSLOW LARGE CAP GROWTH ETF (IWLG, ETF).
OCTW vs IWLG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OCTW
$321M
IWLG
$321M
Expense Ratio
OCTW
0.74%
Winner
IWLG
0.50%
Max Drawdown
Winner
OCTW
8.38%
IWLG
23.65%
Sharpe Ratio
Winner
OCTW
1.24
IWLG
0.26
5Y Beta
Winner
OCTW
0.38
IWLG
1.24
P/E Ratio
OCTW
N/A
IWLG
39.93
Forward P/E
OCTW
N/A
IWLG
26.09
PEG Ratio
OCTW
N/A
IWLG
0.46
5Y EPS CAGR
OCTW
N/A
IWLG
35.32%
Debt to Equity
OCTW
N/A
IWLG
32.42%
P/S Ratio
OCTW
N/A
IWLG
6.23
P/B Ratio
OCTW
N/A
IWLG
12.45
OCTW vs IWLG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OCTW
+0.70%
IWLG
-1.31%
3M
OCTW
+3.26%
Winner
IWLG
+5.64%
6M
OCTW
+5.10%
Winner
IWLG
+6.37%
1Y
Winner
OCTW
+10.14%
IWLG
+7.11%
5Y(CAGR)
OCTW
+8.92%
Winner
IWLG
+21.69%
Max(CAGR)
OCTW
+8.98%
Winner
IWLG
+21.69%
OCTW vs IWLG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | OCTW | IWLG |
|---|---|---|
| 2026 | +5.42% | +3.49% |
| 2025 | +9.83% | +14.91% |
| 2024 | +8.84% | +33.88% |
| 2023 | +17.72% | +43.98% |
| 2022 | +0.29% | -0.01% |
| 2021 | +7.07% | N/A |
| 2020 | +4.11% | N/A |
OCTW vs IWLG Drawdown Comparison
The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.
The maximum drawdown for IWLG was -23.19%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current OCTW drawdown is -0.11%. The current IWLG drawdown is -3.79%.
| Rank | OCTW | IWLG |
|---|---|---|
| #1 | -8.38% Feb 18, 2025 - Jun 6, 2025 | -23.19% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -6.96% Jan 3, 2022 - Nov 10, 2022 | -19.45% Oct 29, 2025 - May 29, 2026 |
| #3 | -3.65% Feb 25, 2026 - Apr 13, 2026 | -19.40% Aug 15, 2022 - May 15, 2023 |
| #4 | -2.79% Oct 12, 2020 - Nov 5, 2020 | -12.90% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -2.69% Feb 2, 2023 - Mar 31, 2023 | -10.69% Jul 18, 2023 - Nov 10, 2023 |
| #6 | -2.64% Oct 11, 2023 - Nov 3, 2023 | -7.89% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -2.33% Dec 2, 2022 - Jan 12, 2023 | -7.05% Mar 22, 2024 - May 15, 2024 |
| #8 | -2.01% Oct 27, 2025 - Dec 3, 2025 | -5.42% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -1.73% Nov 16, 2021 - Dec 23, 2021 | -4.61% Jun 24, 2022 - Jul 20, 2022 |
| #10 | -1.49% Jul 31, 2024 - Aug 13, 2024 | -3.56% Jul 21, 2022 - Jul 27, 2022 |
| #11 | -1.41% Dec 6, 2024 - Jan 17, 2025 | -3.41% Oct 29, 2024 - Nov 6, 2024 |
| #12 | -1.26% Jan 20, 2021 - Feb 8, 2021 | -3.36% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -1.15% Oct 8, 2025 - Oct 20, 2025 | -3.27% Dec 28, 2023 - Jan 10, 2024 |
| #14 | -1.12% May 1, 2023 - May 15, 2023 | -2.94% Nov 13, 2024 - Dec 3, 2024 |
| #15 | -1.12% Oct 14, 2024 - Nov 6, 2024 | -2.94% Sep 22, 2025 - Oct 8, 2025 |
Correlation
Correlation between OCTW and IWLG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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