POCT vs SPY

Comparison between Innovator U.S. Equity Power Buffer ETF - October (POCT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed POCT, delivering a return of +13.3% compared to +9.7%

POCT vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	POCT(ETF)	SPY(ETF)
Net Assets	$1B	$652B
Expense Ratio	0.79%	0.09%
Max Drawdown	18.80%	56.47%
Sharpe Ratio	1.89	2.07
5Y Beta	0.48	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

POCT

$1B

Winner

SPY

$652B

Expense Ratio

POCT

0.79%

Winner

SPY

0.09%

Max Drawdown

Winner

POCT

18.80%

SPY

56.47%

Sharpe Ratio

POCT

1.89

Winner

SPY

2.07

5Y Beta

Winner

POCT

0.48

SPY

1.00

P/E Ratio

POCT

N/A

SPY

28.24

Forward P/E

POCT

N/A

SPY

21.85

5Y Dividends CAGR

POCT

N/A

SPY

5.43%

5Y EPS CAGR

POCT

N/A

SPY

25.79%

Debt to Equity

POCT

N/A

SPY

22.35%

P/S Ratio

POCT

N/A

SPY

3.55

P/B Ratio

POCT

N/A

SPY

5.29

POCT vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	POCT	SPY
1 month	+3.97%	+9.11%
3 months	+3.29%	+6.59%
6 months	+6.00%	+10.56%
1 year	+17.02%	+32.04%
5 years(CAGR)	+9.67%	+13.35%
10 years(CAGR)	N/A	+15.49%
Max(CAGR)	+8.84%	+8.50%

POCT

+3.97%

Winner

SPY

+9.11%

POCT

+3.29%

Winner

SPY

+6.59%

POCT

+6.00%

Winner

SPY

+10.56%

POCT

+17.02%

Winner

SPY

+32.04%

5Y(CAGR)

POCT

+9.67%

Winner

SPY

+13.35%

10Y(CAGR)

POCT

N/A

SPY

+15.49%

Max(CAGR)

Winner

POCT

+8.84%

SPY

+8.50%

POCT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	POCT	SPY
2026	+4.28%	+8.27%
2025	+11.27%	+18.00%
2024	+9.82%	+25.59%
2023	+20.32%	+26.72%
2022	-1.57%	-18.64%
2021	+10.34%	+30.52%
2020	+9.83%	+17.28%
2019	+12.44%	+31.09%
2018	-7.12%	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

POCT vs SPY Drawdown Comparison

The maximum drawdown for POCT was -18.80%, occurring on Mar 23, 2020. Recovery took 102 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

Rank	POCT	SPY
#1	-18.80% Feb 19, 2020 - Jul 15, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-10.24% Oct 2, 2018 - Apr 5, 2019	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-10.22% Feb 19, 2025 - Jun 6, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-9.66% Jan 3, 2022 - Nov 30, 2022	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-4.40% Feb 2, 2026 - Apr 13, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-3.73% Jul 26, 2019 - Nov 18, 2019	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-3.62% Oct 12, 2020 - Nov 6, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-3.57% Feb 2, 2023 - Mar 31, 2023	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-3.25% Oct 11, 2023 - Nov 3, 2023	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-3.24% Apr 29, 2019 - Jun 20, 2019	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-2.90% Dec 1, 2022 - Jan 11, 2023	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-2.45% Oct 28, 2025 - Nov 28, 2025	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.95% Nov 18, 2021 - Dec 23, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-1.92% Jul 31, 2024 - Aug 13, 2024	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.84% Jan 20, 2021 - Feb 5, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between POCT and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (1999 - 2026)

POCT vs SPY dividend yield comparison.

Year	POCT	SPY
2026	0.00%	0.24%
2025	0.00%	1.07%
2024	0.00%	1.21%
2023	0.00%	1.40%
2022	0.00%	1.65%
2021	0.00%	1.20%
2020	0.00%	1.52%
2019	2.21%	1.75%
2018	0.00%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%