PSET vs OCTP

Comparison between PRINCIPAL QUALITY ETF (PSET, ETF) and PGIM S&P 500 BUFFER 12 ETF - OCTOBER (OCTP, ETF).

PSET vs OCTP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSET(ETF)	OCTP(ETF)
Net Assets	$29M	$29M
Expense Ratio	0.15%	0.50%
Max Drawdown	34.74%	11.96%
Sharpe Ratio	0.17	1.56
5Y Beta	1.02	0.56
P/E Ratio	24.97	N/A
Forward P/E	21.18	N/A
PEG Ratio	0.80	N/A
5Y Dividends CAGR	-1.59%	N/A
5Y EPS CAGR	25.86%	N/A
Debt to Equity	4.49%	N/A
P/S Ratio	4.29	N/A
P/B Ratio	5.73	N/A

Net Assets

PSET

$29M

Winner

OCTP

$29M

Expense Ratio

Winner

PSET

0.15%

OCTP

0.50%

Max Drawdown

PSET

34.74%

Winner

OCTP

11.96%

Sharpe Ratio

PSET

0.17

Winner

OCTP

1.56

5Y Beta

PSET

1.02

Winner

OCTP

0.56

P/E Ratio

PSET

24.97

OCTP

N/A

Forward P/E

PSET

21.18

OCTP

N/A

PEG Ratio

PSET

0.80

OCTP

N/A

5Y Dividends CAGR

PSET

-1.59%

OCTP

N/A

5Y EPS CAGR

PSET

25.86%

OCTP

N/A

Debt to Equity

PSET

4.49%

OCTP

N/A

P/S Ratio

PSET

4.29

OCTP

N/A

P/B Ratio

PSET

5.73

OCTP

N/A

PSET vs OCTP - Historical Returns

Returns include dividend reinvestment.

Period	PSET	OCTP
1 month	+0.58%	+0.70%
3 months	+5.99%	+6.96%
6 months	-1.39%	+6.29%
1 year	+5.89%	+16.22%
5 years(CAGR)	+8.53%	N/A
10 years(CAGR)	+12.63%	N/A
Max(CAGR)	+12.61%	+12.70%

PSET

+0.58%

Winner

OCTP

+0.70%

PSET

+5.99%

Winner

OCTP

+6.96%

PSET

-1.39%

Winner

OCTP

+6.29%

PSET

+5.89%

Winner

OCTP

+16.22%

5Y(CAGR)

PSET

+8.53%

OCTP

N/A

10Y(CAGR)

PSET

+12.63%

OCTP

N/A

Max(CAGR)

PSET

+12.61%

Winner

OCTP

+12.70%

PSET vs OCTP - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	PSET	OCTP
2026	-1.22%	+5.63%
2025	+7.74%	+13.30%
2024	+19.06%	+7.17%
2023	+24.21%	N/A
2022	-15.17%	N/A
2021	+31.75%	N/A
2020	+15.73%	N/A
2019	+34.98%	N/A
2018	-2.29%	N/A
2017	+24.21%	N/A
2016	+5.66%	N/A

PSET vs OCTP Drawdown Comparison

The maximum drawdown for PSET was -34.74%, occurring on Mar 23, 2020. Recovery took 131 trading sessions.

The maximum drawdown for OCTP was -11.96%, occurring on Apr 8, 2025. Recovery took 85 trading sessions.

The current PSET drawdown is -3.51%. The current OCTP drawdown is -0.70%.

Rank	PSET	OCTP
#1	-34.74% Feb 19, 2020 - Aug 25, 2020	-11.96% Feb 19, 2025 - Jun 23, 2025
#2	-25.61% Dec 31, 2021 - Dec 11, 2023	-5.22% Feb 2, 2026 - Apr 14, 2026
#3	-21.96% Jan 23, 2025 - Jul 24, 2025	-3.29% Jul 16, 2024 - Aug 15, 2024
#4	-13.62% Sep 18, 2018 - Feb 25, 2019	-2.80% Oct 28, 2025 - Dec 3, 2025
#5	-12.94% Jan 9, 2026 - Mar 30, 2026	-1.94% Aug 30, 2024 - Sep 16, 2024
#6	-10.12% Jul 16, 2024 - Sep 24, 2024	-1.94% Dec 6, 2024 - Jan 21, 2025
#7	-8.04% Jan 26, 2018 - Aug 6, 2018	-1.78% Oct 8, 2025 - Oct 20, 2025
#8	-7.59% Sep 3, 2021 - Nov 4, 2021	-1.74% Jun 2, 2026 - Jun 10, 2026
#9	-7.55% Sep 2, 2020 - Oct 13, 2020	-1.55% Oct 22, 2024 - Nov 6, 2024
#10	-7.43% Mar 22, 2024 - Jun 12, 2024	-1.45% Jul 28, 2025 - Aug 8, 2025
#11	-6.73% Oct 14, 2020 - Nov 5, 2020	-1.43% Jan 12, 2026 - Jan 27, 2026
#12	-5.98% Aug 23, 2016 - Jan 19, 2017	-1.31% Dec 11, 2025 - Dec 22, 2025
#13	-5.85% Jul 26, 2019 - Sep 19, 2019	-1.03% Nov 12, 2024 - Nov 25, 2024
#14	-5.80% Oct 27, 2025 - Jan 6, 2026	-0.83% Jan 23, 2025 - Feb 13, 2025
#15	-5.29% Apr 30, 2019 - Jun 13, 2019	-0.79% Aug 14, 2025 - Aug 22, 2025