UTEN vs BOCT
Comparison between F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF) and Innovator U.S. Equity Buffer ETF - October (BOCT, ETF).
UTEN vs BOCT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UTEN
$291M
BOCT
$290M
Expense Ratio
Winner
UTEN
0.15%
BOCT
0.79%
Max Drawdown
Winner
UTEN
16.76%
BOCT
24.54%
Sharpe Ratio
UTEN
-0.10
Winner
BOCT
1.68
5Y Beta
Winner
UTEN
0.00
BOCT
0.62
UTEN vs BOCT - Historical Returns
Returns include dividend reinvestment.
1M
UTEN
-0.57%
Winner
BOCT
+1.24%
3M
UTEN
-2.17%
Winner
BOCT
+5.81%
6M
UTEN
-1.10%
Winner
BOCT
+6.17%
1Y
UTEN
+3.23%
Winner
BOCT
+19.28%
5Y(CAGR)
UTEN
N/A
BOCT
+10.30%
Max(CAGR)
UTEN
-0.07%
Winner
BOCT
+10.37%
UTEN vs BOCT - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | UTEN | BOCT |
|---|---|---|
| 2026 | -0.98% | +5.89% |
| 2025 | +7.85% | +14.45% |
| 2024 | -1.27% | +12.92% |
| 2023 | +2.37% | +21.51% |
| 2022 | -7.80% | -8.31% |
| 2021 | N/A | +16.09% |
| 2020 | N/A | +14.26% |
| 2019 | N/A | +18.62% |
| 2018 | N/A | -10.25% |
UTEN vs BOCT Drawdown Comparison
The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.
The maximum drawdown for BOCT was -24.54%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current UTEN drawdown is -3.44%. The current BOCT drawdown is -1.34%.
| Rank | UTEN | BOCT |
|---|---|---|
| #1 | -13.36% Aug 10, 2022 - Sep 5, 2025 | -24.54% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -4.57% Feb 27, 2026 - May 19, 2026 | -14.29% Jan 4, 2022 - May 26, 2023 |
| #3 | -1.76% Nov 26, 2025 - Feb 12, 2026 | -13.61% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -1.41% Oct 22, 2025 - Nov 25, 2025 | -13.60% Oct 2, 2018 - Apr 12, 2019 |
| #5 | -1.12% Sep 11, 2025 - Oct 10, 2025 | -7.44% Sep 14, 2023 - Nov 22, 2023 |
| #6 | -0.27% Sep 8, 2025 - Sep 10, 2025 | -6.09% Feb 2, 2026 - Apr 14, 2026 |
| #7 | -0.25% Feb 13, 2026 - Feb 23, 2026 | -5.17% Oct 12, 2020 - Nov 6, 2020 |
| #8 | -0.17% Oct 16, 2025 - Oct 21, 2025 | -4.63% Jul 26, 2019 - Nov 7, 2019 |
| #9 | -0.11% Feb 23, 2026 - Feb 26, 2026 | -4.13% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -3.81% Sep 2, 2020 - Sep 30, 2020 |
| #11 | N/A | -3.53% Oct 28, 2025 - Dec 5, 2025 |
| #12 | N/A | -2.90% Jul 31, 2023 - Aug 31, 2023 |
| #13 | N/A | -2.70% Jul 16, 2024 - Aug 14, 2024 |
| #14 | N/A | -2.54% Nov 16, 2021 - Dec 10, 2021 |
| #15 | N/A | -2.46% Dec 4, 2024 - Jan 21, 2025 |
Correlation
Correlation between UTEN and BOCT is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2019 - 2026)
UTEN vs BOCT dividend yield comparison.
| Year | UTEN | BOCT |
|---|---|---|
| 2026 | 1.68% | 0.00% |
| 2025 | 4.11% | 0.00% |
| 2024 | 4.13% | 0.00% |
| 2023 | 3.62% | 0.00% |
| 2022 | 1.39% | 0.00% |
| 2019 | 0.00% | 0.20% |
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