CAGE vs OCTJ: which paid, and which earned it?
CAGE and OCTJ both write options for income. Calamos Autocallable Growth ETF and Innovator Premium Income 30 Barrier ETF - October.
5.2 pts ahead of SPY
CAGE since launch: paid 0.0%, price +14.4%, total +14.4%, SPY +9.2%, +5.2 pts.
SPY
+9.2%
CAGE
+14.4%
5.2 pts ahead of SPY
Total return, distributions reinvested
5.2 pts ahead of SPY
CAGE since launch: paid 0.0%, price +14.4%, total +14.4%, SPY +9.2%, +5.2 pts.
SPY
+9.2%
CAGE
+14.4%
5.2 pts ahead of SPY
0.0% of it arrived as cash. Total return, distributions reinvested. CAGE since launch: paid 0.0%, price +14.4%, total +14.4%, SPY +9.2%, +5.2 pts.
10.3 pts behind SPY
OCTJ over 1 year: paid 5.3%, price 0.0%, total +5.5%, SPY +15.7%, −10.3 pts.
SPY
+15.7%
OCTJ
+5.5%
5.3% of it arrived as cash
10.3 pts behind SPY
Total return, distributions reinvested
10.3 pts behind SPY
OCTJ over 1 year: paid 5.3%, price 0.0%, total +5.5%, SPY +15.7%, −10.3 pts.
SPY
+15.7%
OCTJ
+5.5%
10.3 pts behind SPY
5.3% of it arrived as cash. Both charts share one scale, 0 to +15.7%. OCTJ over 1 year: paid 5.3%, price 0.0%, total +5.5%, SPY +15.7%, −10.3 pts.
What they hold in common
By the books each fund has filed, CAGE and OCTJ hold 0% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026.
half
0% in common
Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.
Performance, window by window
| Total return | Cash paid | Against the benchmark | ||||
|---|---|---|---|---|---|---|
| Window | CAGE | OCTJ | CAGE | OCTJ | CAGE | OCTJ |
| 3 months | +3.7% | +1.0% | 0.0% | 1.3% | +1.1 pts | −1.5 pts |
| 6 months | not published | +3.4% | not published | 2.7% | not published | −13.6 pts |
| 1 year | not published | +5.5% | not published | 5.3% | not published | −10.3 pts |
| Since launch CAGE Apr 2026 · OCTJ Oct 2023 | +14.4% | +18.9% | 0.0% | 17.2% | +5.2 pts | −66.1 pts |
CAGE and OCTJ over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →
On the same fields
CAGE and OCTJ on the same fields, as of Sep 30, 2026. Source: ETFIQ.
CAGE in plain words
Over the period since launch on Apr 16, 2026 to Sep 30, 2026, CAGE paid 0.0% of its starting value in cash distributions while its price rose 14.4%. With every distribution reinvested, the fund returned +14.4%. S&P 500 (SPY), used as a default proxy returned +9.2% over the same days, so a holder was ahead by 5.2 pts.
OCTJ in plain words
Over the year to Sep 30, 2026, OCTJ paid 5.3% of its starting value in cash distributions while its price rose 0.0%. With every distribution reinvested, the fund returned +5.5%. S&P 500 (SPY) returned +15.7% over the same days, so a holder was behind by 10.3 pts. At its price on Sep 30, 2026 the latest distribution annualizes to 5.3%, paid quarterly.
Questions people ask
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement. A comparison is not a recommendation.
ETFIQ, CAGE against OCTJ, data as of Sep 30, 2026. https://etfiq.com/compare/income/cage-vs-octj
Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.
Cite this page. ETFIQ, CAGE against OCTJ, data as of Sep 30, 2026. https://etfiq.com/compare/income/cage-vs-octj Free to use with attribution; the underlying files are at Open data.
Other forms
- Plain
- ETFIQ, CAGE against OCTJ, data as of Sep 30, 2026. https://etfiq.com/compare/income/cage-vs-octj
- APA
- ETFIQ. (Sep 30, 2026). CAGE against OCTJ. Retrieved from https://etfiq.com/compare/income/cage-vs-octj
- Markdown
- [CAGE against OCTJ (ETFIQ, Sep 30, 2026)](https://etfiq.com/compare/income/cage-vs-octj)