SGRT vs OCTT

Comparison between SMART EARNINGS GROWTH 30 ETF (SGRT, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF).

SGRT vs OCTT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SGRT(ETF)	OCTT(ETF)
Net Assets	$58M	$58M
Expense Ratio	0.59%	0.74%
Max Drawdown	17.87%	13.49%
Sharpe Ratio	2.10	1.59
5Y Beta	2.08	0.60
P/E Ratio	36.87	N/A
Forward P/E	20.10	N/A
PEG Ratio	0.27	N/A
5Y EPS CAGR	26.88%	N/A
Debt to Equity	38.82%	N/A
P/S Ratio	2.98	N/A
P/B Ratio	6.54	N/A

Net Assets

SGRT

$58M

OCTT

$58M

Expense Ratio

Winner

SGRT

0.59%

OCTT

0.74%

Max Drawdown

SGRT

17.87%

Winner

OCTT

13.49%

Sharpe Ratio

Winner

SGRT

2.10

OCTT

1.59

5Y Beta

SGRT

2.08

Winner

OCTT

0.60

P/E Ratio

SGRT

36.87

OCTT

N/A

Forward P/E

SGRT

20.10

OCTT

N/A

PEG Ratio

SGRT

0.27

OCTT

N/A

5Y EPS CAGR

SGRT

26.88%

OCTT

N/A

Debt to Equity

SGRT

38.82%

OCTT

N/A

P/S Ratio

SGRT

2.98

OCTT

N/A

P/B Ratio

SGRT

6.54

OCTT

N/A

SGRT vs OCTT - Historical Returns

Returns include dividend reinvestment.

Period	SGRT	OCTT
1 month	+1.52%	+0.66%
3 months	+33.07%	+7.62%
6 months	+48.13%	+6.69%
1 year	+80.64%	+17.56%
5 years(CAGR)	N/A	+10.20%
Max(CAGR)	+107.45%	+11.39%

Winner

SGRT

+1.52%

OCTT

+0.66%

Winner

SGRT

+33.07%

OCTT

+7.62%

Winner

SGRT

+48.13%

OCTT

+6.69%

Winner

SGRT

+80.64%

OCTT

+17.56%

5Y(CAGR)

SGRT

N/A

OCTT

+10.20%

Max(CAGR)

Winner

SGRT

+107.45%

OCTT

+11.39%

SGRT vs OCTT - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SGRT	OCTT
2026	+42.12%	+6.14%
2025	+25.25%	+13.95%
2024	N/A	+12.22%
2023	N/A	+21.28%
2022	N/A	-7.51%
2021	N/A	+14.54%
2020	N/A	+7.16%

SGRT vs OCTT Drawdown Comparison

The maximum drawdown for SGRT was -17.87%, occurring on Nov 20, 2025. Recovery took 51 trading sessions.

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The current SGRT drawdown is -4.78%. The current OCTT drawdown is -0.93%.

Rank	SGRT	OCTT
#1	-17.87% Oct 29, 2025 - Jan 13, 2026	-13.49% Jan 3, 2022 - May 1, 2023
#2	-13.16% Feb 25, 2026 - Apr 8, 2026	-13.04% Feb 19, 2025 - Jun 24, 2025
#3	-11.66% Jun 3, 2026 - Jun 10, 2026	-6.93% Sep 14, 2023 - Nov 20, 2023
#4	-7.47% May 13, 2026 - May 26, 2026	-5.81% Feb 25, 2026 - Apr 14, 2026
#5	-5.72% Oct 8, 2025 - Oct 16, 2025	-4.86% Oct 12, 2020 - Nov 9, 2020
#6	-5.71% Apr 24, 2026 - May 1, 2026	-3.08% Oct 27, 2025 - Dec 5, 2025
#7	-5.17% Jan 27, 2026 - Feb 6, 2026	-2.55% Jul 16, 2024 - Aug 14, 2024
#8	-3.36% Oct 20, 2025 - Oct 24, 2025	-2.42% Dec 6, 2024 - Jan 21, 2025
#9	-3.14% May 6, 2026 - May 11, 2026	-2.30% Nov 16, 2021 - Dec 10, 2021
#10	-2.09% Feb 9, 2026 - Feb 11, 2026	-2.26% Aug 1, 2023 - Aug 29, 2023
#11	-1.77% May 11, 2026 - May 13, 2026	-2.15% May 1, 2023 - May 18, 2023
#12	-1.71% Jan 22, 2026 - Jan 27, 2026	-2.10% Jun 2, 2026 - Jun 10, 2026
#13	-1.54% Feb 11, 2026 - Feb 18, 2026	-2.05% Mar 28, 2024 - May 6, 2024
#14	-1.53% Apr 14, 2026 - Apr 17, 2026	-2.01% Jan 21, 2021 - Feb 4, 2021
#15	-1.48% Aug 28, 2025 - Sep 8, 2025	-1.84% Feb 24, 2021 - Mar 10, 2021