OVT vs OCTU
Comparison between Overlay Shares Short Term Bond ETF (OVT, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF (OCTU, ETF).
OVT vs OCTU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OVT
$61M
OCTU
$61M
Expense Ratio
OVT
0.79%
Winner
OCTU
0.74%
Max Drawdown
OVT
18.90%
Winner
OCTU
11.24%
Sharpe Ratio
OVT
0.66
Winner
OCTU
1.05
5Y Beta
Winner
OVT
0.16
OCTU
0.60
5Y Dividends CAGR
OVT
55.69%
OCTU
N/A
OVT vs OCTU - Historical Returns
Returns include dividend reinvestment.
1M
OVT
-0.10%
Winner
OCTU
+0.09%
3M
OVT
+0.04%
Winner
OCTU
+4.45%
6M
OVT
+1.82%
Winner
OCTU
+6.45%
1Y
OVT
+6.01%
Winner
OCTU
+14.26%
5Y(CAGR)
OVT
+2.75%
OCTU
N/A
Max(CAGR)
OVT
+2.91%
Winner
OCTU
+11.75%
OVT vs OCTU - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OVT | OCTU |
|---|---|---|
| 2026 | +2.19% | +6.74% |
| 2025 | +7.71% | +12.54% |
| 2024 | +7.94% | +1.87% |
| 2023 | +7.69% | N/A |
| 2022 | -9.59% | N/A |
| 2021 | +2.08% | N/A |
OVT vs OCTU Drawdown Comparison
The maximum drawdown for OVT was -13.59%, occurring on Oct 14, 2022. Recovery took 697 trading sessions.
The maximum drawdown for OCTU was -11.24%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current OVT drawdown is -0.98%. The current OCTU drawdown is -1.59%.
| Rank | OVT | OCTU |
|---|---|---|
| #1 | -13.59% Sep 3, 2021 - Jun 13, 2024 | -11.24% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -3.22% Feb 19, 2025 - Jun 23, 2025 | -5.92% Jan 27, 2026 - Apr 15, 2026 |
| #3 | -2.08% Dec 6, 2024 - Feb 5, 2025 | -4.08% Jun 2, 2026 - Jun 26, 2026 |
| #4 | -1.72% Sep 24, 2024 - Dec 4, 2024 | -3.66% Oct 28, 2025 - Jan 6, 2026 |
| #5 | -1.55% Feb 27, 2026 - Apr 17, 2026 | -3.65% Dec 6, 2024 - Feb 19, 2025 |
| #6 | -1.53% Oct 28, 2025 - Nov 26, 2025 | -2.00% Oct 8, 2025 - Oct 24, 2025 |
| #7 | -1.25% May 29, 2026 - Jun 10, 2026 | -1.97% Oct 14, 2024 - Nov 6, 2024 |
| #8 | -1.21% Feb 24, 2021 - Apr 8, 2021 | -1.97% Jul 25, 2025 - Aug 12, 2025 |
| #9 | -0.91% Jan 6, 2026 - Jan 27, 2026 | -1.84% Jan 9, 2026 - Jan 27, 2026 |
| #10 | -0.73% Jul 16, 2024 - Jul 31, 2024 | -1.79% May 14, 2026 - May 26, 2026 |
| #11 | -0.69% Aug 2, 2024 - Aug 13, 2024 | -1.63% Sep 22, 2025 - Oct 1, 2025 |
| #12 | -0.69% Sep 19, 2025 - Oct 8, 2025 | -1.52% Aug 14, 2025 - Aug 27, 2025 |
| #13 | -0.67% Aug 16, 2021 - Aug 30, 2021 | -1.48% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -0.66% Jan 25, 2021 - Feb 8, 2021 | -1.36% Aug 28, 2025 - Sep 9, 2025 |
| #15 | -0.64% Jun 15, 2021 - Jul 6, 2021 | -0.85% Oct 4, 2024 - Oct 9, 2024 |
Correlation
Correlation between OVT and OCTU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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