ZOCT vs SPY
Comparison between Innovator Equity Defined Protection ETF - 1 Yr October (ZOCT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
ZOCT vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZOCT
$115M
Winner
SPY
$735B
Expense Ratio
ZOCT
0.79%
Winner
SPY
0.09%
Max Drawdown
Winner
ZOCT
3.18%
SPY
56.47%
Sharpe Ratio
ZOCT
1.43
Winner
SPY
1.62
5Y Beta
Winner
ZOCT
0.16
SPY
1.00
P/E Ratio
ZOCT
N/A
SPY
28.99
Forward P/E
ZOCT
N/A
SPY
22.37
5Y Dividends CAGR
ZOCT
N/A
SPY
5.43%
5Y EPS CAGR
ZOCT
N/A
SPY
26.05%
Debt to Equity
ZOCT
N/A
SPY
32.40%
P/S Ratio
ZOCT
N/A
SPY
3.74
P/B Ratio
ZOCT
N/A
SPY
5.61
ZOCT vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ZOCT
+0.55%
Winner
SPY
+1.90%
3M
ZOCT
+2.05%
Winner
SPY
+8.55%
6M
ZOCT
+2.78%
Winner
SPY
+8.18%
1Y
ZOCT
+7.11%
Winner
SPY
+25.79%
5Y(CAGR)
ZOCT
N/A
SPY
+13.32%
10Y(CAGR)
ZOCT
N/A
SPY
+15.19%
Max(CAGR)
ZOCT
+5.64%
Winner
SPY
+8.47%
ZOCT vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ZOCT | SPY |
|---|---|---|
| 2026 | +2.47% | +8.26% |
| 2025 | +6.28% | +18.00% |
| 2024 | +0.68% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ZOCT vs SPY Drawdown Comparison
The maximum drawdown for ZOCT was -3.18%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ZOCT drawdown is -0.18%. The current SPY drawdown is -2.90%.
| Rank | ZOCT | SPY |
|---|---|---|
| #1 | -3.18% Feb 20, 2025 - May 15, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -1.46% Feb 25, 2026 - Apr 9, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -0.90% Oct 27, 2025 - Dec 22, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -0.62% Dec 11, 2024 - Dec 26, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -0.60% Oct 18, 2024 - Nov 7, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.58% May 16, 2025 - Jun 2, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.51% Dec 26, 2024 - Jan 16, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.44% Jan 28, 2026 - Feb 9, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -0.42% Jul 25, 2025 - Aug 8, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.41% Oct 8, 2025 - Oct 20, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.36% Jan 9, 2026 - Jan 26, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.30% Feb 10, 2026 - Feb 25, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.29% Jun 12, 2025 - Jun 23, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.28% Nov 8, 2024 - Nov 22, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.28% Oct 1, 2024 - Oct 11, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ZOCT and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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