UOCT vs MBCE

Comparison between Innovator U.S. Equity Ultra Buffer ETF - October (UOCT, ETF) and Monarch Blue Chips Core Index ETF (MBCE, ETF).

UOCT vs MBCE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UOCT(ETF)	MBCE(ETF)
Net Assets	$184M	$183M
Expense Ratio	0.79%	1.14%
Max Drawdown	13.91%	7.04%
Sharpe Ratio	1.52	-1.21
5Y Beta	0.41	2.17
P/E Ratio	N/A	35.16
Forward P/E	N/A	26.15
PEG Ratio	N/A	0.67
5Y EPS CAGR	N/A	20.22%
Debt to Equity	N/A	-39.22%
P/S Ratio	N/A	6.37
P/B Ratio	N/A	7.96

Net Assets

Winner

UOCT

$184M

MBCE

$183M

Expense Ratio

Winner

UOCT

0.79%

MBCE

1.14%

Max Drawdown

UOCT

13.91%

Winner

MBCE

7.04%

Sharpe Ratio

Winner

UOCT

1.52

MBCE

-1.21

5Y Beta

Winner

UOCT

0.41

MBCE

2.17

P/E Ratio

UOCT

N/A

MBCE

35.16

Forward P/E

UOCT

N/A

MBCE

26.15

PEG Ratio

UOCT

N/A

MBCE

0.67

5Y EPS CAGR

UOCT

N/A

MBCE

20.22%

Debt to Equity

UOCT

N/A

MBCE

-39.22%

P/S Ratio

UOCT

N/A

MBCE

6.37

P/B Ratio

UOCT

N/A

MBCE

7.96

UOCT vs MBCE - Historical Returns

Returns include dividend reinvestment.

Period	UOCT	MBCE
1 month	+0.58%	N/A
3 months	+5.56%	N/A
6 months	+4.91%	N/A
1 year	+12.82%	N/A
5 years(CAGR)	+8.14%	N/A
Max(CAGR)	+7.16%	-54.74%

UOCT

+0.58%

MBCE

N/A

UOCT

+5.56%

MBCE

N/A

UOCT

+4.91%

MBCE

N/A

UOCT

+12.82%

MBCE

N/A

5Y(CAGR)

UOCT

+8.14%

MBCE

N/A

Max(CAGR)

Winner

UOCT

+7.16%

MBCE

-54.74%

UOCT vs MBCE - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	UOCT	MBCE
2026	+4.51%	-1.93%
2025	+10.60%	N/A
2024	+9.22%	N/A
2023	+19.09%	N/A
2022	-4.43%	N/A
2021	+6.56%	N/A
2020	+7.82%	N/A
2019	+11.28%	N/A
2018	-6.19%	N/A

UOCT vs MBCE Drawdown Comparison

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

The maximum drawdown for MBCE was -7.04%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The current UOCT drawdown is -0.56%. The current MBCE drawdown is -1.93%.

Rank	UOCT	MBCE
#1	-13.68% Feb 19, 2020 - Jul 20, 2020	-7.04% Jun 3, 2026 - Jun 10, 2026
#2	-9.21% Feb 19, 2025 - Jun 10, 2025	N/A
#3	-8.67% Jan 4, 2022 - Apr 3, 2023	N/A
#4	-7.72% Oct 2, 2018 - Apr 12, 2019	N/A
#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