WUGI vs OCTM

Comparison between AXS ESOTERICA NEXTG ECONOMY ETF (WUGI, ETF) and FT VEST U.S. EQUITY MAX BUFFER ETF - OCTOBER (OCTM, ETF).

WUGI vs OCTM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WUGI(ETF)	OCTM(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.79%	0.85%
Max Drawdown	56.41%	3.29%
Sharpe Ratio	1.19	1.62
5Y Beta	1.44	0.16
P/E Ratio	51.14	N/A
Forward P/E	32.47	N/A
PEG Ratio	0.50	N/A
5Y EPS CAGR	46.45%	N/A
P/S Ratio	2.48	N/A
P/B Ratio	11.20	N/A

Net Assets

WUGI

$32M

Winner

OCTM

$32M

Expense Ratio

Winner

WUGI

0.79%

OCTM

0.85%

Max Drawdown

WUGI

56.41%

Winner

OCTM

3.29%

Sharpe Ratio

WUGI

1.19

Winner

OCTM

1.62

5Y Beta

WUGI

1.44

Winner

OCTM

0.16

P/E Ratio

WUGI

51.14

OCTM

N/A

Forward P/E

WUGI

32.47

OCTM

N/A

PEG Ratio

WUGI

0.50

OCTM

N/A

5Y EPS CAGR

WUGI

46.45%

OCTM

N/A

P/S Ratio

WUGI

2.48

OCTM

N/A

P/B Ratio

WUGI

11.20

OCTM

N/A

WUGI vs OCTM - Historical Returns

Returns include dividend reinvestment.

Period	WUGI	OCTM
1 month	+6.24%	+0.44%
3 months	+23.10%	+2.08%
6 months	+16.75%	+2.83%
1 year	+33.92%	+8.02%
5 years(CAGR)	+15.60%	N/A
Max(CAGR)	+26.30%	+6.06%

Winner

WUGI

+6.24%

OCTM

+0.44%

Winner

WUGI

+23.10%

OCTM

+2.08%

Winner

WUGI

+16.75%

OCTM

+2.83%

Winner

WUGI

+33.92%

OCTM

+8.02%

5Y(CAGR)

WUGI

+15.60%

OCTM

N/A

Max(CAGR)

Winner

WUGI

+26.30%

OCTM

+6.06%

WUGI vs OCTM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	WUGI	OCTM
2026	+17.29%	+2.39%
2025	+21.84%	+7.07%
2024	+51.32%	+0.33%
2023	+63.11%	N/A
2022	-49.75%	N/A
2021	+26.02%	N/A
2020	+95.37%	N/A

WUGI vs OCTM Drawdown Comparison

The maximum drawdown for WUGI was -56.41%, occurring on Nov 9, 2022. Recovery took 646 trading sessions.

The maximum drawdown for OCTM was -3.29%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.

The current WUGI drawdown is -8.10%. The current OCTM drawdown is -0.31%.

Rank	WUGI	OCTM
#1	-56.41% Nov 16, 2021 - Jun 13, 2024	-3.29% Feb 19, 2025 - May 19, 2025
#2	-27.49% Feb 14, 2025 - Jun 24, 2025	-1.64% Feb 25, 2026 - Apr 9, 2026
#3	-23.98% Feb 12, 2021 - Sep 3, 2021	-1.17% Oct 28, 2025 - Dec 10, 2025
#4	-18.11% Oct 29, 2025 - Apr 22, 2026	-0.60% May 19, 2025 - Jun 3, 2025
#5	-16.13% Jul 10, 2024 - Oct 4, 2024	-0.59% Dec 6, 2024 - Jan 17, 2025
#6	-10.53% Sep 7, 2021 - Oct 18, 2021	-0.51% Oct 21, 2024 - Nov 6, 2024
#7	-10.53% Sep 2, 2020 - Oct 12, 2020	-0.47% Feb 2, 2026 - Feb 9, 2026
#8	-8.10% Jun 3, 2026 - Jun 5, 2026	-0.46% Jul 28, 2025 - Aug 8, 2025
#9	-7.79% Nov 6, 2020 - Nov 27, 2020	-0.43% Nov 13, 2024 - Nov 25, 2024
#10	-7.71% Oct 13, 2020 - Nov 5, 2020	-0.43% Jan 16, 2026 - Jan 26, 2026
#11	-6.31% Nov 7, 2024 - Dec 9, 2024	-0.37% Dec 11, 2025 - Dec 19, 2025
#12	-6.04% Jan 22, 2021 - Feb 2, 2021	-0.36% Feb 9, 2026 - Feb 25, 2026
#13	-5.72% May 14, 2026 - May 26, 2026	-0.31% Jun 2, 2026 - Jun 5, 2026
#14	-5.68% Aug 6, 2020 - Aug 21, 2020	-0.31% Jun 12, 2025 - Jun 23, 2025
#15	-5.29% Mar 31, 2020 - Apr 6, 2020	-0.29% Jan 24, 2025 - Feb 6, 2025