SEIS vs OCTW

Comparison between SEI SELECT SMALL CAP ETF (SEIS, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF).

SEIS vs OCTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SEIS(ETF)	OCTW(ETF)
Net Assets	$530M	$530M
Expense Ratio	0.55%	0.74%
Max Drawdown	26.43%	8.38%
Sharpe Ratio	1.28	1.49
5Y Beta	1.11	0.37
P/E Ratio	32.91	N/A
Forward P/E	14.38	N/A
5Y EPS CAGR	12.13%	N/A
Debt to Equity	55.77%	N/A
P/S Ratio	1.28	N/A
P/B Ratio	2.42	N/A

Net Assets

SEIS

$530M

OCTW

$530M

Expense Ratio

Winner

SEIS

0.55%

OCTW

0.74%

Max Drawdown

SEIS

26.43%

Winner

OCTW

8.38%

Sharpe Ratio

SEIS

1.28

Winner

OCTW

1.49

5Y Beta

SEIS

1.11

Winner

OCTW

0.37

P/E Ratio

SEIS

32.91

OCTW

N/A

Forward P/E

SEIS

14.38

OCTW

N/A

5Y EPS CAGR

SEIS

12.13%

OCTW

N/A

Debt to Equity

SEIS

55.77%

OCTW

N/A

P/S Ratio

SEIS

1.28

OCTW

N/A

P/B Ratio

SEIS

2.42

OCTW

N/A

SEIS vs OCTW - Historical Returns

Returns include dividend reinvestment.

Period	SEIS	OCTW
1 month	+3.58%	+0.61%
3 months	+19.15%	+4.94%
6 months	+13.97%	+4.87%
1 year	+30.66%	+11.44%
5 years(CAGR)	N/A	+8.74%
Max(CAGR)	+16.76%	+8.95%

Winner

SEIS

+3.58%

OCTW

+0.61%

Winner

SEIS

+19.15%

OCTW

+4.94%

Winner

SEIS

+13.97%

OCTW

+4.87%

Winner

SEIS

+30.66%

OCTW

+11.44%

5Y(CAGR)

SEIS

N/A

OCTW

+8.74%

Max(CAGR)

Winner

SEIS

+16.76%

OCTW

+8.95%

SEIS vs OCTW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SEIS	OCTW
2026	+15.67%	+4.29%
2025	+9.76%	+9.83%
2024	+1.15%	+8.84%
2023	N/A	+17.72%
2022	N/A	+0.29%
2021	N/A	+7.07%
2020	N/A	+4.11%

SEIS vs OCTW Drawdown Comparison

The maximum drawdown for SEIS was -26.06%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.

The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.

The current OCTW drawdown is -0.43%.

Rank	SEIS	OCTW
#1	-26.06% Nov 25, 2024 - Sep 11, 2025	-8.38% Feb 18, 2025 - Jun 6, 2025
#2	-11.18% Jan 22, 2026 - Apr 17, 2026	-6.96% Jan 3, 2022 - Nov 10, 2022
#3	-9.45% Sep 18, 2025 - Dec 10, 2025	-3.65% Feb 25, 2026 - Apr 13, 2026
#4	-5.34% May 6, 2026 - Jun 4, 2026	-2.79% Oct 12, 2020 - Nov 5, 2020
#5	-4.78% Nov 11, 2024 - Nov 25, 2024	-2.69% Feb 2, 2023 - Mar 31, 2023
#6	-3.70% Oct 17, 2024 - Nov 6, 2024	-2.64% Oct 11, 2023 - Nov 3, 2023
#7	-3.64% Dec 11, 2025 - Jan 8, 2026	-2.33% Dec 2, 2022 - Jan 12, 2023
#8	-2.89% Jun 4, 2026 - Jun 11, 2026	-2.01% Oct 27, 2025 - Dec 3, 2025
#9	-1.59% Sep 11, 2025 - Sep 18, 2025	-1.73% Nov 16, 2021 - Dec 23, 2021
#10	-1.44% Apr 24, 2026 - Apr 30, 2026	-1.49% Jul 31, 2024 - Aug 13, 2024
#11	-1.21% Jan 15, 2026 - Jan 21, 2026	-1.41% Dec 6, 2024 - Jan 17, 2025
#12	-0.90% May 1, 2026 - May 5, 2026	-1.26% Jan 20, 2021 - Feb 8, 2021
#13	-0.82% Apr 20, 2026 - Apr 24, 2026	-1.15% Oct 8, 2025 - Oct 20, 2025
#14	-0.70% Nov 6, 2024 - Nov 8, 2024	-1.12% May 1, 2023 - May 15, 2023
#15	N/A	-1.12% Oct 14, 2024 - Nov 6, 2024