SHAG vs OCTZ

Comparison between WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF) and TRUESHARES STRUCTURED OUTCOME (OCTOBER) ETF (OCTZ, ETF).

5-Year PerformanceOCTZ has outperformed SHAG, delivering a return of +9.9% compared to +1.5%

SHAG vs OCTZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHAG(ETF)	OCTZ(ETF)
Net Assets	$43M	$43M
Expense Ratio	0.12%	0.79%
Max Drawdown	11.39%	15.82%
Sharpe Ratio	-0.29	1.02
5Y Beta	0.02	0.74
5Y Dividends CAGR	22.32%	N/A

Net Assets

Winner

SHAG

$43M

OCTZ

$43M

Expense Ratio

Winner

SHAG

0.12%

OCTZ

0.79%

Max Drawdown

Winner

SHAG

11.39%

OCTZ

15.82%

Sharpe Ratio

SHAG

-0.29

Winner

OCTZ

1.02

5Y Beta

Winner

SHAG

0.02

OCTZ

0.74

5Y Dividends CAGR

SHAG

22.32%

OCTZ

N/A

SHAG vs OCTZ - Historical Returns

Returns include dividend reinvestment.

Period	SHAG	OCTZ
1 month	-0.04%	+0.07%
3 months	-0.17%	+3.31%
6 months	+0.33%	+5.42%
1 year	+3.17%	+12.70%
5 years(CAGR)	+1.53%	+9.87%
10 years(CAGR)	+2.11%	N/A
Max(CAGR)	+2.11%	+12.45%

SHAG

-0.04%

Winner

OCTZ

+0.07%

SHAG

-0.17%

Winner

OCTZ

+3.31%

SHAG

+0.33%

Winner

OCTZ

+5.42%

SHAG

+3.17%

Winner

OCTZ

+12.70%

5Y(CAGR)

SHAG

+1.53%

Winner

OCTZ

+9.87%

10Y(CAGR)

SHAG

+2.11%

OCTZ

N/A

Max(CAGR)

SHAG

+2.11%

Winner

OCTZ

+12.45%

SHAG vs OCTZ - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SHAG	OCTZ
2026	+0.41%	+6.07%
2025	+6.30%	+13.05%
2024	+4.49%	+19.54%
2023	+4.47%	+18.48%
2022	-6.19%	-10.58%
2021	-0.89%	+21.97%
2020	+4.56%	+8.53%
2019	+5.81%	N/A
2018	+0.88%	N/A
2017	-0.11%	N/A

SHAG vs OCTZ Drawdown Comparison

The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.

The maximum drawdown for OCTZ was -15.82%, occurring on Jun 16, 2022. Recovery took 377 trading sessions.

The current SHAG drawdown is -0.60%. The current OCTZ drawdown is -2.41%.

Rank	SHAG	OCTZ
#1	-9.61% Aug 3, 2021 - Aug 2, 2024	-15.82% Dec 29, 2021 - Jun 30, 2023
#2	-5.80% Mar 6, 2020 - May 20, 2020	-14.07% Feb 19, 2025 - Jun 26, 2025
#3	-1.79% Sep 5, 2017 - Dec 24, 2018	-8.06% Jul 31, 2023 - Dec 8, 2023
#4	-1.38% Feb 27, 2026 - Mar 26, 2026	-7.31% Jan 28, 2026 - Apr 17, 2026
#5	-1.23% Sep 24, 2024 - Jan 27, 2025	-7.08% Jul 16, 2024 - Sep 19, 2024
#6	-1.09% Apr 3, 2025 - Apr 28, 2025	-6.23% Oct 12, 2020 - Nov 9, 2020
#7	-0.98% Sep 4, 2019 - Oct 3, 2019	-4.46% Mar 28, 2024 - May 15, 2024
#8	-0.86% Feb 10, 2021 - Jun 10, 2021	-4.37% Sep 2, 2021 - Oct 25, 2021
#9	-0.67% May 27, 2025 - Jun 23, 2025	-3.88% Oct 28, 2025 - Dec 11, 2025
#10	-0.60% Oct 3, 2019 - Dec 3, 2019	-3.63% Dec 4, 2024 - Jan 23, 2025
#11	-0.55% Apr 30, 2025 - May 27, 2025	-3.59% Jun 2, 2026 - Jun 26, 2026
#12	-0.52% Jun 30, 2025 - Aug 1, 2025	-3.53% Feb 12, 2021 - Mar 11, 2021
#13	-0.50% Feb 5, 2025 - Feb 21, 2025	-3.36% May 7, 2021 - Jun 10, 2021
#14	-0.45% Jun 10, 2021 - Jul 19, 2021	-2.94% Nov 24, 2021 - Dec 8, 2021
#15	-0.40% Jul 3, 2019 - Aug 1, 2019	-2.90% Jan 21, 2021 - Feb 4, 2021