XES vs OCTW

Comparison between STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EQUIPMENT & SERVICES ETF (XES, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF).

5-Year PerformanceXES has outperformed OCTW, delivering a return of +12.9% compared to +8.7%

XES vs OCTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XES(ETF)	OCTW(ETF)
Net Assets	$566M	$564M
Expense Ratio	0.35%	0.74%
Max Drawdown	96.13%	8.38%
Sharpe Ratio	2.18	1.57
5Y Beta	1.25	0.38
P/E Ratio	2.13	N/A
Forward P/E	17.40	N/A
5Y Dividends CAGR	5.54%	N/A
Debt to Equity	57.97%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	2.09	N/A

Net Assets

Winner

XES

$566M

OCTW

$564M

Expense Ratio

Winner

XES

0.35%

OCTW

0.74%

Max Drawdown

XES

96.13%

Winner

OCTW

8.38%

Sharpe Ratio

Winner

XES

2.18

OCTW

1.57

5Y Beta

XES

1.25

Winner

OCTW

0.38

P/E Ratio

XES

2.13

OCTW

N/A

Forward P/E

XES

17.40

OCTW

N/A

5Y Dividends CAGR

XES

5.54%

OCTW

N/A

Debt to Equity

XES

57.97%

OCTW

N/A

P/S Ratio

XES

1.57

OCTW

N/A

P/B Ratio

XES

2.09

OCTW

N/A

XES vs OCTW - Historical Returns

Returns include dividend reinvestment.

Period	XES	OCTW
1 month	-7.81%	+0.93%
3 months	+7.81%	+3.85%
6 months	+37.78%	+4.42%
1 year	+92.56%	+12.20%
5 years(CAGR)	+12.89%	+8.73%
10 years(CAGR)	-3.63%	N/A
Max(CAGR)	-3.26%	+8.95%

XES

-7.81%

Winner

OCTW

+0.93%

Winner

XES

+7.81%

OCTW

+3.85%

Winner

XES

+37.78%

OCTW

+4.42%

Winner

XES

+92.56%

OCTW

+12.20%

5Y(CAGR)

Winner

XES

+12.89%

OCTW

+8.73%

10Y(CAGR)

XES

-3.63%

OCTW

N/A

Max(CAGR)

XES

-3.26%

Winner

OCTW

+8.95%

XES vs OCTW - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	XES	OCTW
2026	+39.96%	+4.09%
2025	+3.14%	+9.83%
2024	-4.25%	+8.84%
2023	+13.12%	+17.72%
2022	+51.13%	+0.29%
2021	+10.31%	+7.07%
2020	-43.49%	+4.11%
2019	-11.19%	N/A
2018	-47.99%	N/A
2017	-23.97%	N/A
2016	+26.40%	N/A
2015	-37.08%	N/A
2014	-33.64%	N/A
2013	+23.60%	N/A
2012	-3.16%	N/A
2011	-5.35%	N/A
2010	+25.70%	N/A
2009	+57.07%	N/A
2008	-58.54%	N/A
2007	+45.43%	N/A
2006	+4.12%	N/A

XES vs OCTW Drawdown Comparison

The maximum drawdown for XES was -95.65%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

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

The current XES drawdown is -71.96%. The current OCTW drawdown is -0.62%.

Rank	XES	OCTW
#1	-95.65% Jun 23, 2008 - Mar 18, 2020	-8.38% Feb 18, 2025 - Jun 6, 2025
#2	-20.51% Jul 3, 2006 - Dec 14, 2006	-6.96% Jan 3, 2022 - Nov 10, 2022
#3	-17.98% Jan 3, 2008 - Apr 14, 2008	-3.65% Feb 25, 2026 - Apr 13, 2026
#4	-15.62% Dec 14, 2006 - Mar 26, 2007	-2.79% Oct 12, 2020 - Nov 5, 2020
#5	-13.81% Jul 23, 2007 - Sep 19, 2007	-2.69% Feb 2, 2023 - Mar 31, 2023
#6	-12.31% Oct 15, 2007 - Jan 3, 2008	-2.64% Oct 11, 2023 - Nov 3, 2023
#7	-6.47% Apr 21, 2008 - May 8, 2008	-2.33% Dec 2, 2022 - Jan 12, 2023
#8	-4.97% May 20, 2008 - Jun 9, 2008	-2.01% Oct 27, 2025 - Dec 3, 2025
#9	-4.70% Jun 4, 2007 - Jun 14, 2007	-1.73% Nov 16, 2021 - Dec 23, 2021
#10	-3.68% Jun 9, 2008 - Jun 17, 2008	-1.49% Jul 31, 2024 - Aug 13, 2024
#11	-3.66% Apr 16, 2007 - Apr 25, 2007	-1.41% Dec 6, 2024 - Jan 17, 2025
#12	-3.59% May 21, 2007 - Jun 4, 2007	-1.26% Jan 20, 2021 - Feb 8, 2021
#13	-3.51% Jun 22, 2007 - Jul 6, 2007	-1.15% Oct 8, 2025 - Oct 20, 2025
#14	-3.28% Sep 21, 2007 - Oct 10, 2007	-1.12% May 1, 2023 - May 15, 2023
#15	-2.65% Jul 12, 2007 - Jul 19, 2007	-1.12% Oct 14, 2024 - Nov 6, 2024