OCIO vs VOO
OCIO vs VOO
Clearshares Ocio Etf vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | OCIO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $166M | $979.0B | |
| Dividend Yield | 9.65% | 1.09% | |
| Holdings | 42 | 509 | |
| YTD Return | +7.12% | +11.51% | |
| 1Y Return | +15.17% | +21.46% | |
| 3Y Return (annualized) | +12.42% | +20.86% | |
| 5Y Return (annualized) | +6.70% | +13.01% | |
| Volatility (annualized) | 10.1% | 14.1% | |
| Max Drawdown | -24.2% | -34.3% | |
| Fund Family | ClearShares ETFs | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 26, 2017 | Sep 7, 2010 |
OCIO vs VOO Performance
Clearshares Ocio Etf (OCIO) is a ETF from ClearShares ETFs and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OCIO returned +15.17% while VOO returned +21.46%. Year to date, OCIO is up 7.12% versus a gain of 11.51% for VOO.
Over three years, OCIO compounded at +12.42% per year against +20.86% for VOO; over five years the annualized figures are +6.70% and +13.01% respectively. Across the full 9-year window we track, VOO has the edge at +13.44% annualized vs +6.81%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.1% for OCIO. 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 -24.2% for OCIO and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
OCIO charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, OCIO currently yields 9.65% against 1.09% for VOO.
Holdings Overlap
OCIO and VOO share 0 holdings out of 541 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OCIO or VOO?
OCIO has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, OCIO or VOO?
Over the past year OCIO returned +15.17% vs +21.46% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), OCIO annualized +6.81% vs +13.44% for VOO. Past performance does not guarantee future results.
Which is riskier, OCIO or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.1% for OCIO. Worst drawdown: OCIO -24.2% vs VOO -34.3%.
Should I hold both OCIO and VOO?
OCIO and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between OCIO and VOO?
OCIO and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 541 unique securities.
Which pays a higher dividend, OCIO or VOO?
OCIO yields 9.65% while VOO yields 1.09%, so OCIO currently pays the higher dividend yield.
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