ZOCT vs SPD
Comparison between Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT, ETF) and SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF (SPD, ETF).
ZOCT vs SPD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZOCT
$105M
Winner
SPD
$105M
Expense Ratio
ZOCT
0.79%
Winner
SPD
0.53%
Max Drawdown
Winner
ZOCT
3.18%
SPD
28.49%
Sharpe Ratio
Winner
ZOCT
1.05
SPD
0.67
5Y Beta
Winner
ZOCT
0.16
SPD
0.97
5Y Dividends CAGR
ZOCT
N/A
SPD
33.89%
ZOCT vs SPD - Historical Returns
Returns include dividend reinvestment.
1M
ZOCT
+0.86%
Winner
SPD
+2.26%
3M
ZOCT
+1.73%
Winner
SPD
+3.16%
6M
ZOCT
+3.62%
Winner
SPD
+8.98%
1Y
ZOCT
+6.30%
Winner
SPD
+13.28%
5Y(CAGR)
ZOCT
N/A
SPD
+7.66%
Max(CAGR)
ZOCT
+5.89%
Winner
SPD
+10.76%
ZOCT vs SPD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ZOCT | SPD |
|---|---|---|
| 2026 | +4.13% | +8.42% |
| 2025 | +6.28% | +18.48% |
| 2024 | +0.68% | +17.92% |
| 2023 | N/A | +21.68% |
| 2022 | N/A | -25.90% |
| 2021 | N/A | +26.54% |
| 2020 | N/A | +8.75% |
ZOCT vs SPD Drawdown Comparison
The maximum drawdown for ZOCT was -3.18%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for SPD was -27.38%, occurring on Dec 28, 2022. Recovery took 618 trading sessions.
The current SPD drawdown is -2.29%.
| Rank | ZOCT | SPD |
|---|---|---|
| #1 | -3.18% Feb 20, 2025 - May 15, 2025 | -27.38% Dec 27, 2021 - Jun 12, 2024 |
| #2 | -1.46% Feb 25, 2026 - Apr 9, 2026 | -15.18% Dec 11, 2024 - May 2, 2025 |
| #3 | -0.90% Oct 27, 2025 - Dec 22, 2025 | -11.90% Oct 28, 2025 - May 6, 2026 |
| #4 | -0.62% Dec 11, 2024 - Dec 26, 2024 | -7.24% Oct 12, 2020 - Nov 9, 2020 |
| #5 | -0.60% Oct 18, 2024 - Nov 7, 2024 | -7.02% Jul 16, 2024 - Sep 30, 2024 |
| #6 | -0.58% May 16, 2025 - Jun 2, 2025 | -5.56% Aug 30, 2021 - Oct 28, 2021 |
| #7 | -0.51% Dec 26, 2024 - Jan 16, 2025 | -5.44% Sep 4, 2020 - Oct 8, 2020 |
| #8 | -0.44% Jan 28, 2026 - Feb 9, 2026 | -4.47% Nov 8, 2021 - Dec 10, 2021 |
| #9 | -0.44% May 29, 2026 - Jun 15, 2026 | -4.47% Jul 3, 2025 - Sep 11, 2025 |
| #10 | -0.42% Jul 25, 2025 - Aug 8, 2025 | -4.17% Feb 12, 2021 - Mar 15, 2021 |
| #11 | -0.41% Oct 8, 2025 - Oct 20, 2025 | -4.17% Jun 2, 2026 - Aug 4, 2026 |
| #12 | -0.36% Jan 9, 2026 - Jan 26, 2026 | -3.63% May 7, 2021 - May 28, 2021 |
| #13 | -0.31% Jun 18, 2026 - Jun 30, 2026 | -3.55% May 19, 2025 - Jun 27, 2025 |
| #14 | -0.30% Feb 10, 2026 - Feb 25, 2026 | -3.16% Jan 20, 2021 - Feb 4, 2021 |
| #15 | -0.29% Jun 12, 2025 - Jun 23, 2025 | -2.96% Oct 6, 2025 - Oct 24, 2025 |
Correlation
Correlation between ZOCT and SPD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
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