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FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October XOCT
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | XOCT | Replication |
|---|---|---|
| Annualized growth | 10.6% | 13.3% |
| Annualized volatility | 6.0% | 5.9% |
| Sharpe ratio | 1.71 | 2.15 |
| Maximum drawdown | 8.7% | 6.8% |
| Replication fit (R²) | 0.72 · Tracking error 3.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model XOCT’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 65.2% |
| VUG | Style · Growth | 15.2% |
| WTMF | Alternatives · Mgt Futures | 11.3% |
| XLF | Sector · Financials | 4.9% |
| XLE | Sector · Energy | 3.4% |