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OCTZ vs AUGZ

Comparison between TRUESHARES STRUCTURED OUTCOME (OCTOBER) ETF (OCTZ, ETF) and TRUESHARES STRUCTURED OUTCOME (AUGUST) ETF (AUGZ, ETF).

5-Year PerformanceOCTZ has outperformed AUGZ, delivering a return of +10.6% compared to +10.4%

OCTZ vs AUGZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OCTZ
$46M
AUGZ
$46M
Expense Ratio
OCTZ
0.79%
AUGZ
0.79%
Max Drawdown
Winner
OCTZ
15.82%
AUGZ
17.39%
Sharpe Ratio
OCTZ
1.36
Winner
AUGZ
1.36
5Y Beta
OCTZ
0.74
Winner
AUGZ
0.72

OCTZ vs AUGZ - Holdings Comparison

OCTZ and AUGZ have 1 common holdings. Overlap is 0.17%

OCTZ's top 25 holdings weight is 0.17%. AUGZ's top 25 holdings weight is 0.19%.

RankOCTZAUGZ
#1
STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 0.17%
STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 0.19%
#2N/AN/A
#3N/AN/A
#4N/AN/A
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings11

OCTZ vs AUGZ - Historical Returns

Returns include dividend reinvestment.

1M
OCTZ
+0.13%
Winner
AUGZ
+0.17%
3M
OCTZ
+8.68%
Winner
AUGZ
+8.97%
6M
Winner
OCTZ
+6.73%
AUGZ
+6.66%
1Y
OCTZ
+17.72%
Winner
AUGZ
+17.78%
5Y(CAGR)
Winner
OCTZ
+10.63%
AUGZ
+10.40%
Max(CAGR)
Winner
OCTZ
+12.78%
AUGZ
+12.70%

OCTZ vs AUGZ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearOCTZAUGZ
2026+6.46%+6.42%
2025+13.05%+13.44%
2024+19.54%+18.68%
2023+18.48%+17.62%
2022-10.58%-10.87%
2021+21.97%+22.24%
2020+8.53%+11.28%

OCTZ vs AUGZ Drawdown Comparison

The maximum drawdown for OCTZ was -15.82%, occurring on Jun 16, 2022. Recovery took 377 trading sessions.

The maximum drawdown for AUGZ was -15.67%, occurring on Oct 12, 2022. Recovery took 384 trading sessions.

The current OCTZ drawdown is -2.05%. The current AUGZ drawdown is -2.19%.

RankOCTZAUGZ
#1-15.82%
Dec 29, 2021 - Jun 30, 2023
-15.67%
Jan 4, 2022 - Jul 18, 2023
#2-14.07%
Feb 19, 2025 - Jun 26, 2025
-14.52%
Feb 19, 2025 - Jun 26, 2025
#3-8.06%
Jul 31, 2023 - Dec 8, 2023
-7.56%
Sep 2, 2020 - Nov 13, 2020
#4-7.31%
Jan 28, 2026 - Apr 17, 2026
-7.23%
Jan 12, 2026 - Apr 16, 2026
#5-7.08%
Jul 16, 2024 - Sep 19, 2024
-7.19%
Jul 16, 2024 - Sep 19, 2024
#6-6.23%
Oct 12, 2020 - Nov 9, 2020
-6.58%
Jul 31, 2023 - Nov 22, 2023
#7-4.46%
Mar 28, 2024 - May 15, 2024
-4.41%
Mar 28, 2024 - May 15, 2024
#8-4.37%
Sep 2, 2021 - Oct 25, 2021
-4.05%
Oct 28, 2025 - Dec 24, 2025
#9-3.88%
Oct 28, 2025 - Dec 11, 2025
-3.84%
Jun 2, 2026 - Jun 10, 2026
#10-3.63%
Dec 4, 2024 - Jan 23, 2025
-3.71%
Sep 3, 2021 - Oct 20, 2021
#11-3.54%
Jun 2, 2026 - Jun 10, 2026
-3.71%
Feb 12, 2021 - Mar 12, 2021
#12-3.53%
Feb 12, 2021 - Mar 11, 2021
-3.59%
Dec 6, 2024 - Jan 23, 2025
#13-3.36%
May 7, 2021 - Jun 10, 2021
-3.47%
May 7, 2021 - Jun 10, 2021
#14-2.94%
Nov 24, 2021 - Dec 8, 2021
-2.96%
Nov 18, 2021 - Dec 10, 2021
#15-2.90%
Jan 21, 2021 - Feb 4, 2021
-2.75%
Jan 21, 2021 - Feb 4, 2021

Correlation

Correlation between OCTZ and AUGZ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2022 - 2025)

OCTZ vs AUGZ dividend yield comparison.

YearOCTZAUGZ
20253.99%3.63%
20241.26%4.08%
20233.28%3.42%
20220.67%0.41%

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