AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) Research

This fund is structured to emulate the share price performance of the SPDR S&P 500 ETF Trust (its benchmark) over a designated investment period. It seeks to capture gains up to a predetermined maximum, known as the upside cap, while simultaneously cushioning against the initial 20% of any declines in the benchmark's value. It is important to note that both the potential for growth and the protective buffer will be adjusted downward to account for the fund's management fees and other operational expenses.

Market snapshot

Symbol
OCTW
Price
$40.88
Day change
+0.37%
Market cap
$187.4M
52-week range
36.282-40.91
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AllianzIM U.S. Equity Buffer20 Apr ETF (APRW)
  • AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW)
  • Innovator U.S. Equity Buffer ETF (BJUN)
  • Innovator U.S. Equity Buffer ETF (BMAR)
  • Bluemonte Large Cap Value ETF (BVAL)
  • State Street SPDR S&P Kensho Clean Power ETF (CNRG)
  • AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ)
  • Innovator Equity Defined Protection ETF (TJUL)

Open AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.