Compare · 2 funds side by side · dividends reinvested

OCIO and IVV

OCIOClearShares×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

OCIO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

ClearShares OCIO ETFUnsorted0.66%9.81%+4.1%+5.5%+12.9%+5.8%−7.0%12.2%$167M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: OCIO 2017 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $167M$13,254

OCIO

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

OCIOMeasureIVV

+4.1%Year to dateJan 1 → Nov 5+8.4%

+5.5%1 yearTotal return+9.7%

+12.9%3 years · per year$10,000 became $14,396 · $18,221+22.1%

+5.8%5 years · per year$10,000 became $13,254 · $17,151+11.4%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

9.81%Trailing 12-mo yield$981 · $114 a year on $10k1.14%

−7.0%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.6%

OCIOIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IVV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OCIO vs IVV: Top 5 Holdings

Today

OCIO

28.0%in top 5

IVV

in top 527.7%

OCIOStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

6.7%QQQnot top 5

not top 5MSFT6.2%

6.1%VTVnot top 5

5.6%VEAnot top 5

4.8%VTInot top 5

4.7%SPYnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common7.1%

End-of-day Nov 5, 2026 · share of each fund

OCIO vs IVV Returns, Every Period

ClearSharesOCIO

+5.8%

5 years, per year

IVViShares

+11.4%

5 years, per year

OCIOIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: OCIO vs IVV

YTD

ClearSharesOCIO

+4.1%

IVViShares

+8.4%

+4.1%Year to date+8.4%

−7.0%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.6%

9.8%Yield1.1%

$167MAssets$887B

3–1OCIO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OCIO, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

OCIO0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OCIO, IVV

9.81%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.81%$981

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$915most kept, OCIO

OCIO$981 − $66 = $915

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OCIO, IVV

Today

7.1%most shared, OCIO and IVV

OCIOIVV

OCIO—7.1%

IVV7.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%IVV, at 13.6% volatility

OCIOWorst drop−7.0%12.2% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OCIOIVV

+4.1%Year to date+8.4%

9.8%Yield1.1%

+5.5%Past year+9.7%

0.66%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026