DMAR vs OCTM

DMAR vs OCTM

Which is better, DMAR or OCTM?

DMAR has been ahead.

DMAR led over 1Y and the full window.

Lower Fees: TiedHigher Returns: DMAR

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDMAROCTM
Expense Ratio0.85%Tie0.85%Tie
AUM$467M$32M
Dividend Yield0.00%0.00%
Holdings1010
YTD Return+10.02%Best+5.08%
1Y Return+12.57%Best+6.38%
3Y Return (annualized)+12.12%-
5Y Return (annualized)+7.84%-
Volatility (annualized)4.7%2.6%Best
Max Drawdown-9.2%-3.3%Best
$10,000 over 2 years$12,204Best$11,302
Fund FamilyFirst Trust Portfolios (US)First Trust Portfolios (US)
CategoryAlternativeAlternative
StyleOption WritingOption Writing
InceptionMar 19, 2021Oct 18, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 21, 2024 to Oct 15, 2026 (2 years).

DMAR vs OCTM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2 years both funds cover.

Compare DMAR against instead:DMAR vs SPYDMAR vs QQQDMAR vs VOODMAR vs VTIOCTM against:OCTM vs VXUS

DMAR vs OCTM Performance

FT Vest US Equity Deep Buffer ETF - March (DMAR) is an ETF from First Trust Portfolios (US) and FT Vest US Equity Max Buffer ETF - October (OCTM) is an ETF from First Trust Portfolios (US). Over the past year DMAR returned +12.57% while OCTM returned +6.38%. Year to date, DMAR is up 10.02% versus a gain of 5.08% for OCTM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DMAR has been the more volatile fund, with annualized monthly volatility of 4.7% compared with 2.6% for OCTM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -9.2% for DMAR and -3.3% for OCTM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DMAR charges 0.85% per year while OCTM charges 0.85%. On a $10,000 position that is $85 vs $85 annually. On income, DMAR currently yields 0.00% against 0.00% for OCTM.

You are not choosing between two funds in isolation.

Whichever of DMAR and OCTM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DMAROCTM

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Frequently Asked Questions

Which is cheaper, DMAR or OCTM?

DMAR has an expense ratio of 0.85% while OCTM charges 0.85%. At the precision these are quoted to, they cost the same.

Which performed better, DMAR or OCTM?

Over the past year DMAR returned +12.57% vs +6.38% for OCTM, so DMAR leads on 1-year performance. Over the longest common window we track (2 years), DMAR annualized +10.47% vs +6.31% for OCTM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DMAR or OCTM?

DMAR has been the more volatile fund at 4.7% annualized versus 2.6% for OCTM. Worst drawdown: DMAR -9.2% vs OCTM -3.3%.

Should I hold both DMAR and OCTM?

DMAR and OCTM have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DMAR or OCTM?

DMAR yields 0.00% while OCTM yields 0.00%, so OCTM currently pays the higher dividend yield.

Is OCTM better than DMAR?

DMAR led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.