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SPXU vs OCTW

Comparison between ProShares UltraPro Short S&P 500 (SPXU, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF).

5-Year PerformanceOCTW has outperformed SPXU, delivering a return of +8.7% compared to -34.0%

SPXU vs OCTW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPXU
$562M
Winner
OCTW
$564M
Expense Ratio
SPXU
N/A
OCTW
0.74%
Max Drawdown
SPXU
99.99%
Winner
OCTW
8.38%
Sharpe Ratio
SPXU
-1.60
Winner
OCTW
1.57
5Y Beta
Winner
SPXU
-1.65
OCTW
0.38
5Y Dividends CAGR
SPXU
-1.11%
OCTW
N/A

SPXU vs OCTW - Historical Returns

Returns include dividend reinvestment.

1M
SPXU
-5.13%
Winner
OCTW
+0.93%
3M
SPXU
-21.59%
Winner
OCTW
+3.85%
6M
SPXU
-19.46%
Winner
OCTW
+4.42%
1Y
SPXU
-46.40%
Winner
OCTW
+12.20%
5Y(CAGR)
SPXU
-34.04%
Winner
OCTW
+8.73%
10Y(CAGR)
SPXU
-41.50%
OCTW
N/A
Max(CAGR)
SPXU
-42.50%
Winner
OCTW
+8.95%

SPXU vs OCTW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSPXUOCTW
2026-20.25%+4.09%
2025-42.26%+9.83%
2024-44.36%+8.84%
2023-46.82%+17.72%
2022+38.93%+0.29%
2021-59.51%+7.07%
2020-69.58%+4.11%
2019-56.23%N/A
2018+6.18%N/A
2017-42.98%N/A
2016-38.28%N/A
2015-16.75%N/A
2014-38.65%N/A
2013-56.86%N/A
2012-39.74%N/A
2011-30.34%N/A
2010-43.79%N/A
2009-50.48%N/A

SPXU vs OCTW Drawdown Comparison

The maximum drawdown for SPXU was -99.99%, occurring on Jun 2, 2026. This drawdown has not yet recovered.

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

The current SPXU drawdown is -99.99%. The current OCTW drawdown is -0.62%.

RankSPXUOCTW
#1-99.99%
Jul 10, 2009 - Jun 2, 2026
-8.38%
Feb 18, 2025 - Jun 6, 2025
#2-2.98%
Jun 26, 2009 - Jul 2, 2009
-6.96%
Jan 3, 2022 - Nov 10, 2022
#3-0.23%
Jul 2, 2009 - Jul 7, 2009
-3.65%
Feb 25, 2026 - Apr 13, 2026
#4-0.23%
Jul 7, 2009 - Jul 10, 2009
-2.79%
Oct 12, 2020 - Nov 5, 2020
#5N/A-2.69%
Feb 2, 2023 - Mar 31, 2023
#6N/A-2.64%
Oct 11, 2023 - Nov 3, 2023
#7N/A-2.33%
Dec 2, 2022 - Jan 12, 2023
#8N/A-2.01%
Oct 27, 2025 - Dec 3, 2025
#9N/A-1.73%
Nov 16, 2021 - Dec 23, 2021
#10N/A-1.49%
Jul 31, 2024 - Aug 13, 2024
#11N/A-1.41%
Dec 6, 2024 - Jan 17, 2025
#12N/A-1.26%
Jan 20, 2021 - Feb 8, 2021
#13N/A-1.15%
Oct 8, 2025 - Oct 20, 2025
#14N/A-1.12%
May 1, 2023 - May 15, 2023
#15N/A-1.12%
Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between SPXU and OCTW is -0.86 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.86
-101

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