VALQ vs OCTW

Comparison between AMERICAN CENTURY U.S. QUALITY VALUE ETF (VALQ, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF).

5-Year PerformanceOCTW has outperformed VALQ, delivering a return of +8.9% compared to +8.8%

VALQ vs OCTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VALQ(ETF)	OCTW(ETF)
Net Assets	$322M	$321M
Expense Ratio	0.29%	0.74%
Max Drawdown	38.19%	8.38%
Sharpe Ratio	0.84	1.24
5Y Beta	0.68	0.38
P/E Ratio	20.39	N/A
Forward P/E	15.43	N/A
PEG Ratio	0.27	N/A
5Y Dividends CAGR	14.53%	N/A
5Y EPS CAGR	12.41%	N/A
Debt to Equity	15.41%	N/A
P/S Ratio	1.82	N/A
P/B Ratio	4.19	N/A

Net Assets

Winner

VALQ

$322M

OCTW

$321M

Expense Ratio

Winner

VALQ

0.29%

OCTW

0.74%

Max Drawdown

VALQ

38.19%

Winner

OCTW

8.38%

Sharpe Ratio

VALQ

0.84

Winner

OCTW

1.24

5Y Beta

VALQ

0.68

Winner

OCTW

0.38

P/E Ratio

VALQ

20.39

OCTW

N/A

Forward P/E

VALQ

15.43

OCTW

N/A

PEG Ratio

VALQ

0.27

OCTW

N/A

5Y Dividends CAGR

VALQ

14.53%

OCTW

N/A

5Y EPS CAGR

VALQ

12.41%

OCTW

N/A

Debt to Equity

VALQ

15.41%

OCTW

N/A

P/S Ratio

VALQ

1.82

OCTW

N/A

P/B Ratio

VALQ

4.19

OCTW

N/A

VALQ vs OCTW - Historical Returns

Returns include dividend reinvestment.

Period	VALQ	OCTW
1 month	+0.58%	+0.70%
3 months	+4.85%	+3.26%
6 months	+2.37%	+5.10%
1 year	+13.35%	+10.14%
5 years(CAGR)	+8.76%	+8.92%
10 years(CAGR)	+8.72%	N/A
Max(CAGR)	+8.72%	+8.98%

VALQ

+0.58%

Winner

OCTW

+0.70%

Winner

VALQ

+4.85%

OCTW

+3.26%

VALQ

+2.37%

Winner

OCTW

+5.10%

Winner

VALQ

+13.35%

OCTW

+10.14%

5Y(CAGR)

VALQ

+8.76%

Winner

OCTW

+8.92%

10Y(CAGR)

VALQ

+8.72%

OCTW

N/A

Max(CAGR)

VALQ

+8.72%

Winner

OCTW

+8.98%

VALQ vs OCTW - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	VALQ	OCTW
2026	+5.11%	+5.42%
2025	+10.83%	+9.83%
2024	+16.88%	+8.84%
2023	+13.99%	+17.72%
2022	-7.93%	+0.29%
2021	+28.72%	+7.07%
2020	+0.66%	+4.11%
2019	+24.50%	N/A
2018	-10.45%	N/A

VALQ vs OCTW Drawdown Comparison

The maximum drawdown for VALQ was -38.19%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

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

The current VALQ drawdown is -0.99%. The current OCTW drawdown is -0.11%.

Rank	VALQ	OCTW
#1	-38.19% Feb 12, 2020 - Jan 6, 2021	-8.38% Feb 18, 2025 - Jun 6, 2025
#2	-20.19% Apr 20, 2022 - Dec 11, 2023	-6.96% Jan 3, 2022 - Nov 10, 2022
#3	-18.24% Sep 20, 2018 - Sep 11, 2019	-3.65% Feb 25, 2026 - Apr 13, 2026
#4	-15.62% Feb 19, 2025 - Aug 13, 2025	-2.79% Oct 12, 2020 - Nov 5, 2020
#5	-9.45% Jan 26, 2018 - Aug 17, 2018	-2.69% Feb 2, 2023 - Mar 31, 2023
#6	-8.36% Jan 4, 2022 - Apr 20, 2022	-2.64% Oct 11, 2023 - Nov 3, 2023
#7	-7.85% Feb 6, 2026 - Jun 1, 2026	-2.33% Dec 2, 2022 - Jan 12, 2023
#8	-6.61% Mar 28, 2024 - Jul 16, 2024	-2.01% Oct 27, 2025 - Dec 3, 2025
#9	-6.11% Dec 2, 2024 - Feb 19, 2025	-1.73% Nov 16, 2021 - Dec 23, 2021
#10	-5.70% Sep 2, 2021 - Nov 12, 2021	-1.49% Jul 31, 2024 - Aug 13, 2024
#11	-5.30% Nov 15, 2021 - Dec 23, 2021	-1.41% Dec 6, 2024 - Jan 17, 2025
#12	-5.02% Jul 16, 2024 - Aug 19, 2024	-1.26% Jan 20, 2021 - Feb 8, 2021
#13	-4.62% Oct 27, 2025 - Nov 28, 2025	-1.15% Oct 8, 2025 - Oct 20, 2025
#14	-4.24% Jan 17, 2020 - Feb 12, 2020	-1.12% May 1, 2023 - May 15, 2023
#15	-4.01% May 10, 2021 - Jul 23, 2021	-1.12% Oct 14, 2024 - Nov 6, 2024