OCIO vs VYM
OCIO vs VYM
Clearshares Ocio Etf vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | OCIO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $166M | $79.0B | |
| Dividend Yield | 9.65% | 2.86% | |
| Holdings | 42 | 568 | |
| YTD Return | +9.10% | +15.57% | |
| 1Y Return | +17.29% | +25.99% | |
| 3Y Return (annualized) | +12.94% | +18.02% | |
| 5Y Return (annualized) | +7.15% | +12.71% | |
| Volatility (annualized) | 10.1% | 14.6% | |
| Max Drawdown | -24.2% | -58.8% | |
| Fund Family | ClearShares ETFs | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jun 26, 2017 | Nov 10, 2006 |
OCIO vs VYM Performance
Clearshares Ocio Etf (OCIO) is a ETF from ClearShares ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year OCIO returned +17.29% while VYM returned +25.99%. Year to date, OCIO is up 9.10% versus a gain of 15.57% for VYM.
Over three years, OCIO compounded at +12.94% per year against +18.02% for VYM; over five years the annualized figures are +7.15% and +12.71% respectively. Across the full 9-year window we track, VYM has the edge at +7.07% annualized vs +7.02%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OCIO charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, OCIO currently yields 9.65% against 2.86% for VYM.
Holdings Overlap
OCIO and VYM share 0 holdings out of 594 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 VYM?
OCIO has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, OCIO or VYM?
Over the past year OCIO returned +17.29% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), OCIO annualized +7.02% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, OCIO or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 10.1% for OCIO. Worst drawdown: OCIO -24.2% vs VYM -58.8%.
Should I hold both OCIO and VYM?
OCIO and VYM have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OCIO and VYM?
OCIO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 594 unique securities.
Which pays a higher dividend, OCIO or VYM?
OCIO yields 9.65% while VYM yields 2.86%, so OCIO currently pays the higher dividend yield.
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