UOCT vs BSMV

Comparison between Innovator U.S. Equity Ultra Buffer ETF - October (UOCT, ETF) and Invesco BulletShares 2031 Municipal Bond ETF (BSMV, ETF).

5-Year PerformanceUOCT has outperformed BSMV, delivering a return of +8.1% compared to -1.1%

UOCT vs BSMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UOCT(ETF)	BSMV(ETF)
Net Assets	$184M	$184M
Expense Ratio	0.79%	0.18%
Max Drawdown	13.91%	22.14%
Sharpe Ratio	1.52	0.71
5Y Beta	0.41	0.03

Net Assets

UOCT

$184M

Winner

BSMV

$184M

Expense Ratio

UOCT

0.79%

Winner

BSMV

0.18%

Max Drawdown

Winner

UOCT

13.91%

BSMV

22.14%

Sharpe Ratio

Winner

UOCT

1.52

BSMV

0.71

5Y Beta

UOCT

0.41

Winner

BSMV

0.03

UOCT vs BSMV - Historical Returns

Returns include dividend reinvestment.

Period	UOCT	BSMV
1 month	+0.58%	+0.23%
3 months	+5.56%	+0.24%
6 months	+4.91%	+0.81%
1 year	+12.82%	+5.10%
5 years(CAGR)	+8.14%	-1.05%
Max(CAGR)	+7.16%	-1.05%

Winner

UOCT

+0.58%

BSMV

+0.23%

Winner

UOCT

+5.56%

BSMV

+0.24%

Winner

UOCT

+4.91%

BSMV

+0.81%

Winner

UOCT

+12.82%

BSMV

+5.10%

5Y(CAGR)

Winner

UOCT

+8.14%

BSMV

-1.05%

Max(CAGR)

Winner

UOCT

+7.16%

BSMV

-1.05%

UOCT vs BSMV - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	UOCT	BSMV
2026	+4.51%	+0.50%
2025	+10.60%	+3.81%
2024	+9.22%	-0.20%
2023	+19.09%	+6.68%
2022	-4.43%	-15.05%
2021	+6.56%	+0.66%
2020	+7.82%	N/A
2019	+11.28%	N/A
2018	-6.19%	N/A

UOCT vs BSMV Drawdown Comparison

The maximum drawdown for UOCT was -13.68%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The maximum drawdown for BSMV was -20.68%, occurring on Oct 25, 2022. This drawdown has not yet recovered.

The current UOCT drawdown is -0.56%. The current BSMV drawdown is -5.53%.

Rank	UOCT	BSMV
#1	-13.68% Feb 19, 2020 - Jul 20, 2020	-20.68% Dec 16, 2021 - Oct 25, 2022
#2	-9.21% Feb 19, 2025 - Jun 10, 2025	-1.70% Sep 22, 2021 - Dec 2, 2021
#3	-8.67% Jan 4, 2022 - Apr 3, 2023	-0.33% Dec 3, 2021 - Dec 13, 2021
#4	-7.72% Oct 2, 2018 - Apr 12, 2019	-0.26% Dec 13, 2021 - Dec 16, 2021
#5	-5.05% Jul 26, 2019 - Nov 27, 2019	N/A
#6	-4.34% May 3, 2019 - Jun 20, 2019	N/A
#7	-4.24% Jan 27, 2026 - Apr 14, 2026	N/A
#8	-3.08% Oct 16, 2023 - Nov 3, 2023	N/A
#9	-2.50% Oct 12, 2020 - Nov 6, 2020	N/A
#10	-2.22% Oct 28, 2025 - Dec 3, 2025	N/A
#11	-1.70% Jul 31, 2024 - Aug 13, 2024	N/A
#12	-1.57% Dec 6, 2024 - Jan 21, 2025	N/A
#13	-1.48% Nov 5, 2021 - Dec 27, 2021	N/A
#14	-1.36% Jun 4, 2026 - Jun 10, 2026	N/A
#15	-1.25% Mar 28, 2024 - May 3, 2024	N/A