OCTW vs MSTU
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and T-REX 2X LONG MSTR DAILY TARGET ETF (MSTU, ETF).
OCTW vs MSTU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OCTW
$530M
Winner
MSTU
$530M
Expense Ratio
OCTW
0.74%
MSTU
N/A
Max Drawdown
Winner
OCTW
8.38%
MSTU
98.80%
Sharpe Ratio
Winner
OCTW
1.49
MSTU
-1.56
5Y Beta
Winner
OCTW
0.37
MSTU
4.76
OCTW vs MSTU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OCTW
+0.61%
MSTU
-58.64%
3M
Winner
OCTW
+4.94%
MSTU
-33.71%
6M
Winner
OCTW
+4.87%
MSTU
-69.76%
1Y
Winner
OCTW
+11.44%
MSTU
-95.49%
5Y(CAGR)
OCTW
+8.74%
MSTU
N/A
Max(CAGR)
Winner
OCTW
+8.95%
MSTU
-68.17%
OCTW vs MSTU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | OCTW | MSTU |
|---|---|---|
| 2026 | +4.29% | -60.32% |
| 2025 | +9.83% | -89.79% |
| 2024 | +8.84% | +197.84% |
| 2023 | +17.72% | N/A |
| 2022 | +0.29% | N/A |
| 2021 | +7.07% | N/A |
| 2020 | +4.11% | N/A |
OCTW vs MSTU Drawdown Comparison
The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.
The maximum drawdown for MSTU was -98.80%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current OCTW drawdown is -0.43%. The current MSTU drawdown is -98.63%.
| Rank | OCTW | MSTU |
|---|---|---|
| #1 | -8.38% Feb 18, 2025 - Jun 6, 2025 | -98.80% Nov 20, 2024 - Jun 10, 2026 |
| #2 | -6.96% Jan 3, 2022 - Nov 10, 2022 | -26.25% Oct 29, 2024 - Nov 7, 2024 |
| #3 | -3.65% Feb 25, 2026 - Apr 13, 2026 | -17.82% Oct 11, 2024 - Oct 18, 2024 |
| #4 | -2.79% Oct 12, 2020 - Nov 5, 2020 | -16.33% Nov 12, 2024 - Nov 18, 2024 |
| #5 | -2.69% Feb 2, 2023 - Mar 31, 2023 | -15.12% Sep 27, 2024 - Oct 7, 2024 |
| #6 | -2.64% Oct 11, 2023 - Nov 3, 2023 | -8.69% Oct 8, 2024 - Oct 11, 2024 |
| #7 | -2.33% Dec 2, 2022 - Jan 12, 2023 | -5.47% Oct 21, 2024 - Oct 24, 2024 |
| #8 | -2.01% Oct 27, 2025 - Dec 3, 2025 | -2.56% Sep 24, 2024 - Sep 26, 2024 |
| #9 | -1.73% Nov 16, 2021 - Dec 23, 2021 | -1.78% Oct 24, 2024 - Oct 28, 2024 |
| #10 | -1.49% Jul 31, 2024 - Aug 13, 2024 | -1.69% Sep 19, 2024 - Sep 23, 2024 |
| #11 | -1.41% Dec 6, 2024 - Jan 17, 2025 | -0.08% Nov 7, 2024 - Nov 11, 2024 |
| #12 | -1.26% Jan 20, 2021 - Feb 8, 2021 | N/A |
| #13 | -1.15% Oct 8, 2025 - Oct 20, 2025 | N/A |
| #14 | -1.12% May 1, 2023 - May 15, 2023 | N/A |
| #15 | -1.12% Oct 14, 2024 - Nov 6, 2024 | N/A |
Correlation
Correlation between OCTW and MSTU is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.75
-101
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