OCTW vs SDCI

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND (SDCI, ETF).

5-Year PerformanceSDCI has outperformed OCTW, delivering a return of +19.4% compared to +8.7%

OCTW vs SDCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTW(ETF)	SDCI(ETF)
Net Assets	$564M	$562M
Expense Ratio	0.74%	0.60%
Max Drawdown	8.38%	46.62%
Sharpe Ratio	1.57	1.73
5Y Beta	0.38	0.18
5Y Dividends CAGR	N/A	98.15%

Net Assets

Winner

OCTW

$564M

SDCI

$562M

Expense Ratio

OCTW

0.74%

Winner

SDCI

0.60%

Max Drawdown

Winner

OCTW

8.38%

SDCI

46.62%

Sharpe Ratio

OCTW

1.57

Winner

SDCI

1.73

5Y Beta

OCTW

0.38

Winner

SDCI

0.18

5Y Dividends CAGR

OCTW

N/A

SDCI

98.15%

OCTW vs SDCI - Historical Returns

Returns include dividend reinvestment.

Period	OCTW	SDCI
1 month	+0.93%	-4.13%
3 months	+3.85%	+9.90%
6 months	+4.42%	+21.98%
1 year	+12.20%	+35.10%
5 years(CAGR)	+8.73%	+19.41%
10 years(CAGR)	N/A	+11.13%
Max(CAGR)	+8.95%	+11.13%

Winner

OCTW

+0.93%

SDCI

-4.13%

OCTW

+3.85%

Winner

SDCI

+9.90%

OCTW

+4.42%

Winner

SDCI

+21.98%

OCTW

+12.20%

Winner

SDCI

+35.10%

5Y(CAGR)

OCTW

+8.73%

Winner

SDCI

+19.41%

10Y(CAGR)

OCTW

N/A

SDCI

+11.13%

Max(CAGR)

OCTW

+8.95%

Winner

SDCI

+11.13%

OCTW vs SDCI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OCTW	SDCI
2026	+4.09%	+25.02%
2025	+9.83%	+16.34%
2024	+8.84%	+17.85%
2023	+17.72%	+2.16%
2022	+0.29%	+32.32%
2021	+7.07%	+35.49%
2020	+4.11%	-11.15%
2019	N/A	-2.06%
2018	N/A	-13.91%

OCTW vs SDCI Drawdown Comparison

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

The maximum drawdown for SDCI was -45.79%, occurring on Mar 18, 2020. Recovery took 857 trading sessions.

The current OCTW drawdown is -0.62%. The current SDCI drawdown is -5.67%.

Rank	OCTW	SDCI
#1	-8.38% Feb 18, 2025 - Jun 6, 2025	-45.79% May 22, 2018 - Oct 15, 2021
#2	-6.96% Jan 3, 2022 - Nov 10, 2022	-18.55% Jun 9, 2022 - Apr 3, 2024
#3	-3.65% Feb 25, 2026 - Apr 13, 2026	-17.79% Mar 8, 2022 - Jun 3, 2022
#4	-2.79% Oct 12, 2020 - Nov 5, 2020	-11.96% Apr 2, 2025 - Jun 13, 2025
#5	-2.69% Feb 2, 2023 - Mar 31, 2023	-10.47% Oct 20, 2021 - Jan 11, 2022
#6	-2.64% Oct 11, 2023 - Nov 3, 2023	-9.04% Jan 29, 2026 - Mar 5, 2026
#7	-2.33% Dec 2, 2022 - Jan 12, 2023	-8.21% Apr 19, 2024 - Oct 7, 2024
#8	-2.01% Oct 27, 2025 - Dec 3, 2025	-5.67% May 12, 2026 - Jun 5, 2026
#9	-1.73% Nov 16, 2021 - Dec 23, 2021	-5.11% Feb 19, 2025 - Apr 1, 2025
#10	-1.49% Jul 31, 2024 - Aug 13, 2024	-4.71% Jun 18, 2025 - Aug 25, 2025
#11	-1.41% Dec 6, 2024 - Jan 17, 2025	-3.76% Nov 11, 2025 - Jan 12, 2026
#12	-1.26% Jan 20, 2021 - Feb 8, 2021	-3.39% Sep 16, 2025 - Oct 23, 2025
#13	-1.15% Oct 8, 2025 - Oct 20, 2025	-3.39% Mar 20, 2026 - Mar 27, 2026
#14	-1.12% May 1, 2023 - May 15, 2023	-3.23% Oct 7, 2024 - Nov 7, 2024
#15	-1.12% Oct 14, 2024 - Nov 6, 2024	-2.50% Apr 6, 2026 - Apr 22, 2026