QWLD vs UOCT

Comparison between STATE STREET(R) SPDR(R) MSCI WORLD STRATEGICFACTORS(SM) ETF (QWLD, ETF) and Innovator U.S. Equity Ultra Buffer ETF - October (UOCT, ETF).

5-Year PerformanceQWLD has outperformed UOCT, delivering a return of +9.9% compared to +8.1%

QWLD vs UOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QWLD(ETF)	UOCT(ETF)
Net Assets	$184M	$184M
Expense Ratio	0.30%	0.79%
Max Drawdown	31.89%	13.91%
Sharpe Ratio	1.25	1.52
5Y Beta	0.67	0.41
P/E Ratio	25.13	N/A
Forward P/E	20.05	N/A
PEG Ratio	0.30	N/A
5Y Dividends CAGR	9.32%	N/A
Debt to Equity	65.90%	N/A
P/S Ratio	2.85	N/A
P/B Ratio	4.83	N/A

Net Assets

Winner

QWLD

$184M

UOCT

$184M

Expense Ratio

Winner

QWLD

0.30%

UOCT

0.79%

Max Drawdown

QWLD

31.89%

Winner

UOCT

13.91%

Sharpe Ratio

QWLD

1.25

Winner

UOCT

1.52

5Y Beta

QWLD

0.67

Winner

UOCT

0.41

P/E Ratio

QWLD

25.13

UOCT

N/A

Forward P/E

QWLD

20.05

UOCT

N/A

PEG Ratio

QWLD

0.30

UOCT

N/A

5Y Dividends CAGR

QWLD

9.32%

UOCT

N/A

Debt to Equity

QWLD

65.90%

UOCT

N/A

P/S Ratio

QWLD

2.85

UOCT

N/A

P/B Ratio

QWLD

4.83

UOCT

N/A

QWLD vs UOCT - Historical Returns

Returns include dividend reinvestment.

Period	QWLD	UOCT
1 month	+1.25%	+0.58%
3 months	+5.56%	+5.56%
6 months	+7.20%	+4.91%
1 year	+16.09%	+12.82%
5 years(CAGR)	+9.90%	+8.14%
10 years(CAGR)	+11.76%	N/A
Max(CAGR)	+10.39%	+7.16%

Winner

QWLD

+1.25%

UOCT

+0.58%

Winner

QWLD

+5.56%

UOCT

+5.56%

Winner

QWLD

+7.20%

UOCT

+4.91%

Winner

QWLD

+16.09%

UOCT

+12.82%

5Y(CAGR)

Winner

QWLD

+9.90%

UOCT

+8.14%

10Y(CAGR)

QWLD

+11.76%

UOCT

N/A

Max(CAGR)

Winner

QWLD

+10.39%

UOCT

+7.16%

QWLD vs UOCT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	QWLD	UOCT
2026	+6.52%	+4.51%
2025	+18.21%	+10.60%
2024	+14.75%	+9.22%
2023	+19.34%	+19.09%
2022	-13.37%	-4.43%
2021	+22.41%	+6.56%
2020	+9.47%	+7.82%
2019	+27.76%	+11.28%
2018	-7.26%	-6.19%
2017	+22.42%	N/A
2016	+11.30%	N/A
2015	+2.01%	N/A
2014	+2.62%	N/A

QWLD vs UOCT Drawdown Comparison

The maximum drawdown for QWLD was -31.89%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for UOCT was -13.68%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current QWLD drawdown is -0.36%. The current UOCT drawdown is -0.56%.

Rank	QWLD	UOCT
#1	-31.89% Feb 12, 2020 - Nov 9, 2020	-13.68% Feb 19, 2020 - Jul 20, 2020
#2	-22.83% Dec 29, 2021 - Dec 11, 2023	-9.21% Feb 19, 2025 - Jun 10, 2025
#3	-16.47% Oct 3, 2018 - Apr 12, 2019	-8.67% Jan 4, 2022 - Apr 3, 2023
#4	-14.11% May 22, 2015 - Apr 20, 2016	-7.72% Oct 2, 2018 - Apr 12, 2019
#5	-12.40% Feb 20, 2025 - May 15, 2025	-5.05% Jul 26, 2019 - Nov 27, 2019
#6	-9.27% Jun 13, 2014 - Feb 18, 2015	-4.34% May 3, 2019 - Jun 20, 2019
#7	-8.60% Jan 23, 2018 - Sep 20, 2018	-4.24% Jan 27, 2026 - Apr 14, 2026
#8	-7.66% Feb 27, 2026 - May 6, 2026	-3.08% Oct 16, 2023 - Nov 3, 2023
#9	-5.76% Sep 3, 2021 - Nov 3, 2021	-2.50% Oct 12, 2020 - Nov 6, 2020
#10	-5.52% Jul 16, 2024 - Aug 19, 2024	-2.22% Oct 28, 2025 - Dec 3, 2025
#11	-5.07% Jul 29, 2019 - Sep 12, 2019	-1.70% Jul 31, 2024 - Aug 13, 2024
#12	-5.05% Dec 5, 2024 - Jan 30, 2025	-1.57% Dec 6, 2024 - Jan 21, 2025
#13	-4.98% Jun 23, 2016 - Jul 12, 2016	-1.48% Nov 5, 2021 - Dec 27, 2021
#14	-4.75% Sep 6, 2016 - Jan 4, 2017	-1.36% Jun 4, 2026 - Jun 10, 2026
#15	-4.51% Mar 28, 2024 - May 14, 2024	-1.25% Mar 28, 2024 - May 3, 2024

Correlation

Correlation between QWLD and UOCT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2014 - 2026)

QWLD vs UOCT dividend yield comparison.

Year	QWLD	UOCT
2026	0.89%	0.00%
2025	1.85%	0.00%
2024	1.74%	0.00%
2023	1.78%	0.00%
2022	2.02%	0.00%
2021	1.77%	0.00%
2020	1.77%	0.00%
2019	2.13%	2.33%
2018	2.33%	0.00%
2017	2.73%	0.00%
2016	2.22%	0.00%
2015	3.42%	0.00%
2014	1.02%	0.00%