OCTW vs VALQ

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and AMERICAN CENTURY U.S. QUALITY VALUE ETF (VALQ, ETF).

5-Year PerformanceOCTW has outperformed VALQ, delivering a return of +8.9% compared to +8.8%

OCTW vs VALQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTW(ETF)	VALQ(ETF)
Net Assets	$321M	$322M
Expense Ratio	0.74%	0.29%
Max Drawdown	8.38%	38.19%
Sharpe Ratio	1.24	0.84
5Y Beta	0.38	0.68
P/E Ratio	N/A	20.39
Forward P/E	N/A	15.43
PEG Ratio	N/A	0.27
5Y Dividends CAGR	N/A	14.53%
5Y EPS CAGR	N/A	12.41%
Debt to Equity	N/A	15.41%
P/S Ratio	N/A	1.82
P/B Ratio	N/A	4.19

Net Assets

OCTW

$321M

Winner

VALQ

$322M

Expense Ratio

OCTW

0.74%

Winner

VALQ

0.29%

Max Drawdown

Winner

OCTW

8.38%

VALQ

38.19%

Sharpe Ratio

Winner

OCTW

1.24

VALQ

0.84

5Y Beta

Winner

OCTW

0.38

VALQ

0.68

P/E Ratio

OCTW

N/A

VALQ

20.39

Forward P/E

OCTW

N/A

VALQ

15.43

PEG Ratio

OCTW

N/A

VALQ

0.27

5Y Dividends CAGR

OCTW

N/A

VALQ

14.53%

5Y EPS CAGR

OCTW

N/A

VALQ

12.41%

Debt to Equity

OCTW

N/A

VALQ

15.41%

P/S Ratio

OCTW

N/A

VALQ

1.82

P/B Ratio

OCTW

N/A

VALQ

4.19

OCTW vs VALQ - Historical Returns

Returns include dividend reinvestment.

Period	OCTW	VALQ
1 month	+0.70%	+0.58%
3 months	+3.26%	+4.85%
6 months	+5.10%	+2.37%
1 year	+10.14%	+13.35%
5 years(CAGR)	+8.92%	+8.76%
10 years(CAGR)	N/A	+8.72%
Max(CAGR)	+8.98%	+8.72%

Winner

OCTW

+0.70%

VALQ

+0.58%

OCTW

+3.26%

Winner

VALQ

+4.85%

Winner

OCTW

+5.10%

VALQ

+2.37%

OCTW

+10.14%

Winner

VALQ

+13.35%

5Y(CAGR)

Winner

OCTW

+8.92%

VALQ

+8.76%

10Y(CAGR)

OCTW

N/A

VALQ

+8.72%

Max(CAGR)

Winner

OCTW

+8.98%

VALQ

+8.72%

OCTW vs VALQ - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OCTW	VALQ
2026	+5.42%	+5.11%
2025	+9.83%	+10.83%
2024	+8.84%	+16.88%
2023	+17.72%	+13.99%
2022	+0.29%	-7.93%
2021	+7.07%	+28.72%
2020	+4.11%	+0.66%
2019	N/A	+24.50%
2018	N/A	-10.45%

OCTW vs VALQ Drawdown Comparison

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

The maximum drawdown for VALQ was -38.19%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The current OCTW drawdown is -0.11%. The current VALQ drawdown is -0.99%.

Rank	OCTW	VALQ
#1	-8.38% Feb 18, 2025 - Jun 6, 2025	-38.19% Feb 12, 2020 - Jan 6, 2021
#2	-6.96% Jan 3, 2022 - Nov 10, 2022	-20.19% Apr 20, 2022 - Dec 11, 2023
#3	-3.65% Feb 25, 2026 - Apr 13, 2026	-18.24% Sep 20, 2018 - Sep 11, 2019
#4	-2.79% Oct 12, 2020 - Nov 5, 2020	-15.62% Feb 19, 2025 - Aug 13, 2025
#5	-2.69% Feb 2, 2023 - Mar 31, 2023	-9.45% Jan 26, 2018 - Aug 17, 2018
#6	-2.64% Oct 11, 2023 - Nov 3, 2023	-8.36% Jan 4, 2022 - Apr 20, 2022
#7	-2.33% Dec 2, 2022 - Jan 12, 2023	-7.85% Feb 6, 2026 - Jun 1, 2026
#8	-2.01% Oct 27, 2025 - Dec 3, 2025	-6.61% Mar 28, 2024 - Jul 16, 2024
#9	-1.73% Nov 16, 2021 - Dec 23, 2021	-6.11% Dec 2, 2024 - Feb 19, 2025
#10	-1.49% Jul 31, 2024 - Aug 13, 2024	-5.70% Sep 2, 2021 - Nov 12, 2021
#11	-1.41% Dec 6, 2024 - Jan 17, 2025	-5.30% Nov 15, 2021 - Dec 23, 2021
#12	-1.26% Jan 20, 2021 - Feb 8, 2021	-5.02% Jul 16, 2024 - Aug 19, 2024
#13	-1.15% Oct 8, 2025 - Oct 20, 2025	-4.62% Oct 27, 2025 - Nov 28, 2025
#14	-1.12% May 1, 2023 - May 15, 2023	-4.24% Jan 17, 2020 - Feb 12, 2020
#15	-1.12% Oct 14, 2024 - Nov 6, 2024	-4.01% May 10, 2021 - Jul 23, 2021