XRMI vs AOCT

Comparison between GLOBAL X S&P 500 RISK MANAGED INCOME ETF (XRMI, ETF) and Innovator Equity Defined Protection ETF - 2 Yr to October 2026 (AOCT, ETF).

XRMI vs AOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XRMI(ETF)	AOCT(ETF)
Net Assets	$50M	$50M
Expense Ratio	0.60%	0.79%
Max Drawdown	37.83%	3.71%
Sharpe Ratio	0.94	1.23
5Y Beta	0.31	0.19
P/E Ratio	27.79	N/A
Forward P/E	21.56	N/A
5Y EPS CAGR	28.09%	N/A
Debt to Equity	40.76%	N/A
P/S Ratio	3.56	N/A
P/B Ratio	5.39	N/A

Net Assets

Winner

XRMI

$50M

AOCT

$50M

Expense Ratio

Winner

XRMI

0.60%

AOCT

0.79%

Max Drawdown

XRMI

37.83%

Winner

AOCT

3.71%

Sharpe Ratio

XRMI

0.94

Winner

AOCT

1.23

5Y Beta

XRMI

0.31

Winner

AOCT

0.19

P/E Ratio

XRMI

27.79

AOCT

N/A

Forward P/E

XRMI

21.56

AOCT

N/A

5Y EPS CAGR

XRMI

28.09%

AOCT

N/A

Debt to Equity

XRMI

40.76%

AOCT

N/A

P/S Ratio

XRMI

3.56

AOCT

N/A

P/B Ratio

XRMI

5.39

AOCT

N/A

XRMI vs AOCT - Historical Returns

Returns include dividend reinvestment.

Period	XRMI	AOCT
1 month	+1.10%	+0.42%
3 months	+1.85%	+2.34%
6 months	+2.54%	+3.14%
1 year	+9.39%	+7.14%
5 years(CAGR)	+2.57%	N/A
Max(CAGR)	+2.57%	+5.51%

Winner

XRMI

+1.10%

AOCT

+0.42%

XRMI

+1.85%

Winner

AOCT

+2.34%

XRMI

+2.54%

Winner

AOCT

+3.14%

Winner

XRMI

+9.39%

AOCT

+7.14%

5Y(CAGR)

XRMI

+2.57%

AOCT

N/A

Max(CAGR)

XRMI

+2.57%

Winner

AOCT

+5.51%

XRMI vs AOCT - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XRMI	AOCT
2026	+1.81%	+2.62%
2025	+4.80%	+7.18%
2024	+15.01%	-0.04%
2023	+4.58%	N/A
2022	-14.20%	N/A
2021	+2.68%	N/A

XRMI vs AOCT Drawdown Comparison

The maximum drawdown for XRMI was -15.29%, occurring on Oct 14, 2022. Recovery took 718 trading sessions.

The maximum drawdown for AOCT was -3.71%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

The current XRMI drawdown is -0.14%. The current AOCT drawdown is -0.13%.

Rank	XRMI	AOCT
#1	-15.29% Dec 29, 2021 - Nov 6, 2024	-3.71% Feb 19, 2025 - May 15, 2025
#2	-8.34% Feb 20, 2025 - Nov 24, 2025	-1.65% Feb 10, 2026 - Apr 9, 2026
#3	-5.03% Feb 25, 2026 - Jun 2, 2026	-1.24% Dec 16, 2024 - Jan 23, 2025
#4	-2.24% Sep 15, 2021 - Oct 15, 2021	-0.88% Oct 16, 2024 - Nov 26, 2024
#5	-1.56% Jun 2, 2026 - Jun 15, 2026	-0.81% Oct 27, 2025 - Nov 28, 2025
#6	-1.50% Nov 22, 2021 - Dec 8, 2021	-0.60% Oct 1, 2024 - Oct 14, 2024
#7	-1.45% Dec 15, 2021 - Dec 27, 2021	-0.54% Jan 16, 2026 - Jan 23, 2026
#8	-1.37% Feb 2, 2026 - Feb 9, 2026	-0.44% May 15, 2025 - May 29, 2025
#9	-1.15% Jan 6, 2025 - Jan 15, 2025	-0.44% Dec 4, 2024 - Dec 16, 2024
#10	-0.99% Dec 8, 2021 - Dec 15, 2021	-0.42% Jul 3, 2025 - Jul 21, 2025
#11	-0.89% Feb 10, 2026 - Feb 20, 2026	-0.37% Oct 6, 2025 - Oct 20, 2025
#12	-0.81% Jan 6, 2026 - Jan 26, 2026	-0.36% Feb 2, 2026 - Feb 9, 2026
#13	-0.78% Dec 17, 2024 - Dec 20, 2024	-0.35% Aug 6, 2025 - Aug 12, 2025
#14	-0.69% Dec 26, 2024 - Jan 6, 2025	-0.34% Aug 13, 2025 - Aug 22, 2025
#15	-0.67% Jan 23, 2025 - Feb 10, 2025	-0.31% Jun 2, 2026 - Jun 12, 2026