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SROI vs OCTH

Comparison between Calamos Antetokounmpo Global Sustainable Equities ETF (SROI, ETF) and Innovator Premium Income 20 Barrier ETF - October (OCTH, ETF).

SROI vs OCTH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SROI
$20M
Winner
OCTH
$20M
Expense Ratio
SROI
0.95%
Winner
OCTH
0.79%
Max Drawdown
SROI
15.95%
Winner
OCTH
10.98%
Sharpe Ratio
Winner
SROI
0.94
OCTH
0.88
5Y Beta
SROI
0.83
Winner
OCTH
0.35
P/E Ratio
SROI
29.58
OCTH
N/A
Forward P/E
SROI
24.54
OCTH
N/A
PEG Ratio
SROI
0.75
OCTH
N/A
5Y EPS CAGR
SROI
30.88%
OCTH
N/A
P/S Ratio
SROI
0.50
OCTH
N/A
P/B Ratio
SROI
7.23
OCTH
N/A

SROI vs OCTH - Historical Returns

Returns include dividend reinvestment.

1M
SROI
+0.17%
Winner
OCTH
+0.58%
3M
Winner
SROI
+6.95%
OCTH
+2.62%
6M
Winner
SROI
+8.11%
OCTH
+3.65%
1Y
Winner
SROI
+17.07%
OCTH
+7.23%
Max(CAGR)
Winner
SROI
+13.05%
OCTH
+7.37%

SROI vs OCTH - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearSROIOCTH
2026+7.47%+2.90%
2025+16.57%+6.79%
2024+10.74%+6.11%
2023+9.16%+3.79%

SROI vs OCTH Drawdown Comparison

The maximum drawdown for SROI was -15.39%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.

The maximum drawdown for OCTH was -7.71%, occurring on Apr 8, 2025. Recovery took 33 trading sessions.

The current SROI drawdown is -3.34%. The current OCTH drawdown is -0.19%.

RankSROIOCTH
#1-15.39%
Sep 26, 2024 - May 15, 2025
-7.71%
Mar 25, 2025 - May 12, 2025
#2-13.89%
Jul 31, 2023 - Dec 22, 2023
-2.28%
Feb 25, 2026 - Apr 8, 2026
#3-10.19%
Feb 25, 2026 - Apr 17, 2026
-1.90%
Feb 19, 2025 - Mar 24, 2025
#4-7.81%
Jul 16, 2024 - Aug 30, 2024
-1.45%
Oct 27, 2025 - Nov 26, 2025
#5-6.61%
Feb 7, 2023 - Apr 13, 2023
-1.35%
Oct 11, 2023 - Nov 2, 2023
#6-5.73%
Mar 21, 2024 - May 9, 2024
-1.35%
Sep 30, 2025 - Oct 27, 2025
#7-5.31%
Oct 27, 2025 - Jan 5, 2026
-1.01%
Dec 6, 2024 - Dec 24, 2024
#8-3.83%
Aug 30, 2024 - Sep 19, 2024
-0.77%
Jan 12, 2026 - Jan 26, 2026
#9-3.52%
Jul 25, 2025 - Sep 10, 2025
-0.69%
Jan 3, 2025 - Jan 17, 2025
#10-3.34%
Jun 2, 2026 - Jun 5, 2026
-0.67%
Oct 18, 2024 - Nov 6, 2024
#11-3.30%
Oct 6, 2025 - Oct 20, 2025
-0.67%
Sep 30, 2024 - Oct 11, 2024
#12-2.72%
May 19, 2023 - Jun 2, 2023
-0.64%
Jul 22, 2024 - Aug 14, 2024
#13-2.71%
Dec 28, 2023 - Jan 29, 2024
-0.58%
May 16, 2025 - May 27, 2025
#14-2.67%
Jun 15, 2023 - Jul 13, 2023
-0.57%
Feb 2, 2026 - Feb 9, 2026
#15-2.64%
Jun 12, 2025 - Jun 27, 2025
-0.46%
Feb 9, 2026 - Feb 25, 2026

Correlation

Correlation between SROI and OCTH is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2023 - 2026)

SROI vs OCTH dividend yield comparison.

YearSROIOCTH
20260.00%1.60%
20250.60%6.33%
20240.68%7.43%
20230.94%1.93%

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