OCTW — AllianzIM U.S. Large Cap Buffer20 Oct ETF
AllianzIM U.S. Large Cap Buffer20 Oct ETF (OCTW)
OCTW pays a 0.00% distribution rate, on a 0.74% expense ratio. Total return is 66.7% over the past 5.9 years, 82.4 points behind SPY at 149.1%. Its deepest 1-year drawdown was 3.7%.
OCTW is an equity ETF that implements a buffer strategy designed to provide downside protection on U.S. large-cap stocks, typically capping losses within a defined range (20% buffer) while limiting upside participation. The fund carries a 0.74% expense ratio and currently distributes no income yield, making it focused on capital preservation rather than income generation. This ETF appeals primarily to investors seeking equity exposure with built-in downside hedging rather than those prioritizing dividend income or maximum growth potential.
OCTW key facts
- Issuer
- AllianzIM
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 09/30/2020
- Expense ratio
- 0.74%
- Distribution rate
- 0.00%
- Last close
- $41.63
- AUM
- $319,435,969
- Average volume
- 40800.0
- Beta
- 0.34
- P/E ratio
- 25.4676
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