ZOCT vs ITDD
Comparison between Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT, ETF) and ISHARES LIFEPATH TARGET DATE 2040 ETF (ITDD, ETF).
ZOCT vs ITDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZOCT
$105M
ITDD
$105M
Expense Ratio
ZOCT
0.79%
Winner
ITDD
0.11%
Max Drawdown
Winner
ZOCT
3.18%
ITDD
13.33%
Sharpe Ratio
ZOCT
1.05
Winner
ITDD
1.23
5Y Beta
Winner
ZOCT
0.16
ITDD
0.68
ZOCT vs ITDD - Historical Returns
Returns include dividend reinvestment.
1M
ZOCT
+0.86%
Winner
ITDD
+1.99%
3M
ZOCT
+1.73%
Winner
ITDD
+3.12%
6M
ZOCT
+3.62%
Winner
ITDD
+6.43%
1Y
ZOCT
+6.30%
Winner
ITDD
+18.09%
Max(CAGR)
ZOCT
+5.89%
Winner
ITDD
+19.75%
ZOCT vs ITDD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | ZOCT | ITDD |
|---|---|---|
| 2026 | +4.13% | +10.43% |
| 2025 | +6.28% | +17.81% |
| 2024 | +0.68% | +13.87% |
| 2023 | N/A | +12.87% |
ZOCT vs ITDD Drawdown Comparison
The maximum drawdown for ZOCT was -3.18%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The current ITDD drawdown is -0.79%.
| Rank | ZOCT | ITDD |
|---|---|---|
| #1 | -3.18% Feb 20, 2025 - May 15, 2025 | -12.46% Feb 18, 2025 - May 16, 2025 |
| #2 | -1.46% Feb 25, 2026 - Apr 9, 2026 | -7.56% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -0.90% Oct 27, 2025 - Dec 22, 2025 | -5.51% Jul 16, 2024 - Aug 19, 2024 |
| #4 | -0.62% Dec 11, 2024 - Dec 26, 2024 | -4.74% Dec 6, 2024 - Feb 13, 2025 |
| #5 | -0.60% Oct 18, 2024 - Nov 7, 2024 | -4.71% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.58% May 16, 2025 - Jun 2, 2025 | -3.79% Oct 27, 2025 - Dec 11, 2025 |
| #7 | -0.51% Dec 26, 2024 - Jan 16, 2025 | -3.15% Jun 2, 2026 - Jul 6, 2026 |
| #8 | -0.44% Jan 28, 2026 - Feb 9, 2026 | -2.74% Jul 6, 2026 - Aug 4, 2026 |
| #9 | -0.44% May 29, 2026 - Jun 15, 2026 | -2.69% Aug 23, 2024 - Sep 16, 2024 |
| #10 | -0.42% Jul 25, 2025 - Aug 8, 2025 | -2.48% Oct 18, 2024 - Nov 7, 2024 |
| #11 | -0.41% Oct 8, 2025 - Oct 20, 2025 | -2.34% Oct 19, 2023 - Nov 2, 2023 |
| #12 | -0.36% Jan 9, 2026 - Jan 26, 2026 | -2.30% Dec 28, 2023 - Jan 29, 2024 |
| #13 | -0.31% Jun 18, 2026 - Jun 30, 2026 | -2.18% Oct 6, 2025 - Oct 20, 2025 |
| #14 | -0.30% Feb 10, 2026 - Feb 25, 2026 | -2.13% Nov 7, 2024 - Nov 29, 2024 |
| #15 | -0.29% Jun 12, 2025 - Jun 23, 2025 | -1.82% May 15, 2024 - Jun 5, 2024 |
Correlation
Correlation between ZOCT and ITDD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
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