OCTW vs QVAL
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF (QVAL, ETF).
5-Year PerformanceQVAL has outperformed OCTW, delivering a return of +12.7% compared to +8.7%
OCTW vs QVAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OCTW vs QVAL - Historical Returns
Returns include dividend reinvestment.
OCTW vs QVAL - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | OCTW | QVAL |
|---|---|---|
| 2026 | +4.29% | +15.91% |
| 2025 | +9.83% | +11.27% |
| 2024 | +8.84% | +12.04% |
| 2023 | +17.72% | +31.82% |
| 2022 | +0.29% | -11.30% |
| 2021 | +7.07% | +34.69% |
| 2020 | +4.11% | -6.12% |
| 2019 | N/A | +22.17% |
| 2018 | N/A | -18.51% |
| 2017 | N/A | +24.51% |
| 2016 | N/A | +13.13% |
OCTW vs QVAL Drawdown Comparison
The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.
The maximum drawdown for QVAL was -51.47%, occurring on Mar 23, 2020. Recovery took 786 trading sessions.
The current OCTW drawdown is -0.43%.
| Rank | OCTW | QVAL |
|---|---|---|
| #1 | -8.38% Feb 18, 2025 - Jun 6, 2025 | -51.47% Jan 26, 2018 - Mar 12, 2021 |
| #2 | -6.96% Jan 3, 2022 - Nov 10, 2022 | -27.14% Nov 16, 2021 - Sep 1, 2023 |
| #3 | -3.65% Feb 25, 2026 - Apr 13, 2026 | -21.41% Dec 2, 2024 - Oct 1, 2025 |
| #4 | -2.79% Oct 12, 2020 - Nov 5, 2020 | -13.23% Mar 21, 2016 - Aug 15, 2016 |
| #5 | -2.69% Feb 2, 2023 - Mar 31, 2023 | -12.04% Jan 4, 2016 - Mar 2, 2016 |
| #6 | -2.64% Oct 11, 2023 - Nov 3, 2023 | -8.14% Sep 14, 2023 - Dec 1, 2023 |
| #7 | -2.33% Dec 2, 2022 - Jan 12, 2023 | -7.57% May 7, 2021 - Aug 11, 2021 |
| #8 | -2.01% Oct 27, 2025 - Dec 3, 2025 | -7.52% Jul 31, 2024 - Sep 19, 2024 |
| #9 | -1.73% Nov 16, 2021 - Dec 23, 2021 | -7.21% Aug 23, 2016 - Nov 11, 2016 |
| #10 | -1.49% Jul 31, 2024 - Aug 13, 2024 | -6.04% Feb 11, 2026 - Apr 9, 2026 |
| #11 | -1.41% Dec 6, 2024 - Jan 17, 2025 | -5.99% Sep 2, 2021 - Oct 22, 2021 |
| #12 | -1.26% Jan 20, 2021 - Feb 8, 2021 | -5.73% May 31, 2024 - Jul 16, 2024 |
| #13 | -1.15% Oct 8, 2025 - Oct 20, 2025 | -5.50% Mar 28, 2024 - May 31, 2024 |
| #14 | -1.12% May 1, 2023 - May 15, 2023 | -5.06% Oct 3, 2025 - Nov 12, 2025 |
| #15 | -1.12% Oct 14, 2024 - Nov 6, 2024 | -5.00% Apr 27, 2017 - Aug 7, 2017 |
Correlation
Correlation between OCTW and QVAL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
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