Compare · 2 funds side by side · dividends reinvested

OCIO and SCHD

OCIOClearShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

OCIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

ClearShares OCIO ETFUnsorted0.66%9.47%+7.9%+8.5%+14.4%+6.7%−7.0%11.7%$167M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: OCIO 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $167M$13,813

OCIO

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

OCIOMeasureSCHD

+7.9%Year to dateJan 1 → Nov 4+35.3%

+8.5%1 yearTotal return+41.6%

+14.4%3 years · per year$10,000 became $14,968 · $17,908+21.4%

+6.7%5 years · per year$10,000 became $13,813 · $16,881+11.0%

0.66%Expense ratio$66 · $6 a year on $10k · lower is better0.06%

9.47%Trailing 12-mo yield$947 · $291 a year on $10k2.91%

−7.0%Worst dropSmaller is better−6.9%

11.7%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OCIO vs SCHD: Top 5 Holdings

Today

OCIO

27.8%in top 5

SCHD

in top 521.6%

OCIOStockSCHD

6.7%QQQnot top 5

6.0%VTVnot top 5

5.6%VEAnot top 5

not top 5TXN4.8%

4.8%VTInot top 5

4.7%SPYnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.1%

End-of-day Nov 4, 2026 · share of each fund

OCIO vs SCHD Returns, Every Period

ClearSharesOCIO

+6.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

OCIOSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: OCIO vs SCHD

YTD

ClearSharesOCIO

+7.9%

SCHDSchwab

+35.3%

+7.9%Year to date+35.3%

−7.0%Worst drop · 1Y−6.9%

11.7%Volatility · 1Y11.5%

9.5%Yield2.9%

$167MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OCIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OCIO0.66%$66

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OCIO, SCHD

9.47%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.47%$947

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$881most kept, OCIO

OCIO$947 − $66 = $881

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OCIO, SCHD

Today

0.1%most shared, OCIO and SCHD

OCIOSCHD

OCIO—0.1%

SCHD0.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

OCIOWorst drop−7.0%11.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OCIOSCHD

+7.9%Year to date+35.3%

9.5%Yield2.9%

+8.5%Past year+41.6%

0.66%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026