OCIO vs VXUS
OCIO vs VXUS
Clearshares Ocio Etf vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | OCIO | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.05% | |
| AUM | $166M | $156.5B | |
| Dividend Yield | 9.65% | 2.60% | |
| Holdings | 42 | 8,747 | |
| YTD Return | +8.94% | +13.65% | |
| 1Y Return | +17.79% | +28.53% | |
| 3Y Return (annualized) | +12.88% | +18.64% | |
| 5Y Return (annualized) | +7.06% | +9.00% | |
| Volatility (annualized) | 10.1% | 15.1% | |
| Max Drawdown | -24.2% | -39.9% | |
| Fund Family | ClearShares ETFs | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 26, 2017 | Jan 26, 2011 |
OCIO vs VXUS Performance
Clearshares Ocio Etf (OCIO) is a ETF from ClearShares ETFs and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OCIO returned +17.79% while VXUS returned +28.53%. Year to date, OCIO is up 8.94% versus a gain of 13.65% for VXUS.
Over three years, OCIO compounded at +12.88% per year against +18.64% for VXUS; over five years the annualized figures are +7.06% and +9.00% respectively. Across the full 9-year window we track, OCIO has the edge at +7.00% annualized vs +4.81%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OCIO charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, OCIO currently yields 9.65% against 2.60% for VXUS.
Holdings Overlap
OCIO and VXUS share 2 holdings out of 7894 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OCIO or VXUS?
OCIO has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, OCIO or VXUS?
Over the past year OCIO returned +17.79% vs +28.53% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), OCIO annualized +7.00% vs +4.81% for VXUS. Past performance does not guarantee future results.
Which is riskier, OCIO or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 10.1% for OCIO. Worst drawdown: OCIO -24.2% vs VXUS -39.9%.
Should I hold both OCIO and VXUS?
OCIO and VXUS have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OCIO and VXUS?
OCIO and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 7894 unique securities.
Which pays a higher dividend, OCIO or VXUS?
OCIO yields 9.65% while VXUS yields 2.60%, so OCIO currently pays the higher dividend yield.
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