WDE vs TOCT

Comparison between PRINCIPAL SECURITIZED DEBT ETF (WDE, ETF) and Innovator Equity Defined Protection ETF 2 Yr to October 2027 (TOCT, ETF).

WDE vs TOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WDE(ETF)	TOCT(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.19%	0.79%
Max Drawdown	1.18%	2.02%
Sharpe Ratio	-0.06	-0.15
5Y Beta	0.08	0.19

Net Assets

WDE

$20M

Winner

TOCT

$20M

Expense Ratio

Winner

WDE

0.19%

TOCT

0.79%

Max Drawdown

Winner

WDE

1.18%

TOCT

2.02%

Sharpe Ratio

Winner

WDE

-0.06

TOCT

-0.15

5Y Beta

Winner

WDE

0.08

TOCT

0.19

WDE vs TOCT - Historical Returns

Returns include dividend reinvestment.

Period	WDE	TOCT
1 month	-0.08%	+0.18%
3 months	N/A	+1.16%
6 months	N/A	+2.19%
1 year	N/A	+2.65%
Max(CAGR)	+3.48%	+3.32%

WDE

-0.08%

Winner

TOCT

+0.18%

WDE

N/A

TOCT

+1.16%

WDE

N/A

TOCT

+2.19%

WDE

N/A

TOCT

+2.65%

Max(CAGR)

Winner

WDE

+3.48%

TOCT

+3.32%

WDE vs TOCT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	WDE	TOCT
2026	+0.57%	+2.30%
2025	N/A	+0.49%

WDE vs TOCT Drawdown Comparison

The maximum drawdown for WDE was -0.79%, occurring on Jul 21, 2026. This drawdown has not yet recovered.

The maximum drawdown for TOCT was -2.02%, occurring on Mar 27, 2026. Recovery took 37 trading sessions.

The current WDE drawdown is -0.79%. The current TOCT drawdown is -0.15%.

Rank	WDE	TOCT
#1	-0.79% Jun 29, 2026 - Jul 21, 2026	-2.02% Feb 20, 2026 - Apr 15, 2026
#2	-0.39% May 29, 2026 - Jun 11, 2026	-1.33% Oct 27, 2025 - Jan 7, 2026
#3	-0.28% Jun 16, 2026 - Jun 24, 2026	-0.74% May 29, 2026 - Jul 10, 2026
#4	N/A	-0.61% Feb 2, 2026 - Feb 9, 2026
#5	N/A	-0.47% Jan 12, 2026 - Jan 27, 2026
#6	N/A	-0.37% Jul 16, 2026 - Jul 20, 2026
#7	N/A	-0.36% Oct 2, 2025 - Oct 17, 2025
#8	N/A	-0.30% Feb 9, 2026 - Feb 20, 2026
#9	N/A	-0.30% May 14, 2026 - May 21, 2026
#10	N/A	-0.28% Oct 20, 2025 - Oct 24, 2025
#11	N/A	-0.22% May 1, 2026 - May 6, 2026
#12	N/A	-0.19% Apr 17, 2026 - Apr 24, 2026
#13	N/A	-0.19% Apr 27, 2026 - Apr 30, 2026
#14	N/A	-0.15% Jul 10, 2026 - Jul 16, 2026
#15	N/A	-0.11% May 8, 2026 - May 14, 2026

Correlation

Correlation between WDE and TOCT is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101