WBIY vs OCTT

Comparison between WBI POWER FACTOR HIGH DIVIDEND ETF (WBIY, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 OCT ETF (OCTT, ETF).

5-Year PerformanceOCTT has outperformed WBIY, delivering a return of +10.2% compared to +9.2%

WBIY vs OCTT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WBIY(ETF)	OCTT(ETF)
Net Assets	$59M	$59M
Expense Ratio	0.97%	0.74%
Max Drawdown	52.13%	13.49%
Sharpe Ratio	1.44	1.71
5Y Beta	0.61	0.60
P/E Ratio	11.69	N/A
Forward P/E	9.49	N/A
PEG Ratio	0.07	N/A
5Y Dividends CAGR	10.26%	N/A
5Y EPS CAGR	3.46%	N/A
P/S Ratio	0.88	N/A
P/B Ratio	1.73	N/A

Net Assets

WBIY

$59M

OCTT

$59M

Expense Ratio

WBIY

0.97%

Winner

OCTT

0.74%

Max Drawdown

WBIY

52.13%

Winner

OCTT

13.49%

Sharpe Ratio

WBIY

1.44

Winner

OCTT

1.71

5Y Beta

WBIY

0.61

Winner

OCTT

0.60

P/E Ratio

WBIY

11.69

OCTT

N/A

Forward P/E

WBIY

9.49

OCTT

N/A

PEG Ratio

WBIY

0.07

OCTT

N/A

5Y Dividends CAGR

WBIY

10.26%

OCTT

N/A

5Y EPS CAGR

WBIY

3.46%

OCTT

N/A

P/S Ratio

WBIY

0.88

OCTT

N/A

P/B Ratio

WBIY

1.73

OCTT

N/A

WBIY vs OCTT - Historical Returns

Returns include dividend reinvestment.

Period	WBIY	OCTT
1 month	+2.43%	+1.34%
3 months	+2.20%	+5.73%
6 months	+10.99%	+6.13%
1 year	+27.18%	+18.58%
5 years(CAGR)	+9.23%	+10.20%
10 years(CAGR)	+8.54%	N/A
Max(CAGR)	+8.54%	+11.38%

Winner

WBIY

+2.43%

OCTT

+1.34%

WBIY

+2.20%

Winner

OCTT

+5.73%

Winner

WBIY

+10.99%

OCTT

+6.13%

Winner

WBIY

+27.18%

OCTT

+18.58%

5Y(CAGR)

WBIY

+9.23%

Winner

OCTT

+10.20%

10Y(CAGR)

WBIY

+8.54%

OCTT

N/A

Max(CAGR)

WBIY

+8.54%

Winner

OCTT

+11.38%

WBIY vs OCTT - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	WBIY	OCTT
2026	+9.54%	+5.85%
2025	+13.23%	+13.95%
2024	+7.37%	+12.22%
2023	+13.42%	+21.28%
2022	-1.29%	-7.51%
2021	+29.40%	+14.54%
2020	-8.67%	+7.16%
2019	+23.12%	N/A
2018	-15.37%	N/A
2017	+13.33%	N/A
2016	-1.39%	N/A

WBIY vs OCTT Drawdown Comparison

The maximum drawdown for WBIY was -48.78%, occurring on Mar 23, 2020. Recovery took 276 trading sessions.

The maximum drawdown for OCTT was -13.49%, occurring on Jun 16, 2022. Recovery took 332 trading sessions.

The current WBIY drawdown is -1.35%. The current OCTT drawdown is -1.20%.

Rank	WBIY	OCTT
#1	-48.78% Jan 16, 2020 - Feb 22, 2021	-13.49% Jan 3, 2022 - May 1, 2023
#2	-21.65% Aug 21, 2018 - Jan 14, 2020	-13.04% Feb 19, 2025 - Jun 24, 2025
#3	-20.98% Apr 20, 2022 - Jan 31, 2023	-6.93% Sep 14, 2023 - Nov 20, 2023
#4	-19.38% Nov 25, 2024 - Jul 23, 2025	-5.81% Feb 25, 2026 - Apr 14, 2026
#5	-16.82% Feb 2, 2023 - Dec 14, 2023	-4.86% Oct 12, 2020 - Nov 9, 2020
#6	-9.57% Jan 26, 2018 - Jun 8, 2018	-3.08% Oct 27, 2025 - Dec 5, 2025
#7	-9.44% Jan 4, 2017 - Sep 26, 2017	-2.55% Jul 16, 2024 - Aug 14, 2024
#8	-7.44% Nov 12, 2021 - Dec 28, 2021	-2.42% Dec 6, 2024 - Jan 21, 2025
#9	-6.63% Jul 23, 2025 - Aug 22, 2025	-2.30% Nov 16, 2021 - Dec 10, 2021
#10	-6.52% Jun 11, 2021 - Nov 11, 2021	-2.26% Aug 1, 2023 - Aug 29, 2023
#11	-6.48% Feb 11, 2026 - May 28, 2026	-2.15% May 1, 2023 - May 18, 2023
#12	-6.40% Mar 28, 2024 - Jul 16, 2024	-2.05% Mar 28, 2024 - May 6, 2024
#13	-5.81% Sep 11, 2025 - Nov 26, 2025	-2.01% Jan 21, 2021 - Feb 4, 2021
#14	-5.66% Jan 14, 2022 - Mar 29, 2022	-1.84% Feb 24, 2021 - Mar 10, 2021
#15	-5.47% Jul 17, 2024 - Aug 26, 2024	-1.80% Oct 6, 2025 - Oct 21, 2025