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%$850B1.4

ClearShares OCIO ETFUnsorted0.66%9.81%+4.1%+5.5%+12.9%+5.8%−7.0%12.2%$169M1.6

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

iShares Core S&P 500 ETF · $850B$17,151

IVV

OCIO

ClearShares OCIO ETF · $169M$13,254

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

IVVMeasureOCIO

+8.4%Year to dateJan 1 → Nov 5+4.1%

+9.7%1 yearTotal return+5.5%

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

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

0.03%Expense ratio$3 · $66 a year on $10k · lower is better0.66%

1.14%Trailing 12-mo yield$114 · $981 a year on $10k9.81%

−8.9%Worst dropSmaller is better−7.0%

13.6%VolatilityLower is calmer12.2%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs OCIO: Top 5 Holdings

Today

IVV

27.7%in top 5

OCIO

in top 528.0%

IVVStockOCIO

7.7%AAPLnot top 5

7.3%NVDAnot top 5

not top 5QQQ6.7%

6.2%MSFTnot top 5

not top 5VTV6.1%

not top 5VEA5.6%

not top 5VTI4.8%

not top 5SPY4.7%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common7.1%

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

IVV vs OCIO Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

OCIOClearShares

+5.8%

5 years, per year

IVVOCIOFaded: behind in that period

4–0IVV wins

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

Core vs Unsorted: IVV vs OCIO

YTD

iSharesIVV

+8.4%

OCIOClearShares

+4.1%

+8.4%Year to date+4.1%

−8.9%Worst drop · 1Y−7.0%

13.6%Volatility · 1Y12.2%

1.1%Yield9.8%

$850BAssets$169M

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$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026