Compare · 2 funds side by side · dividends reinvested

OCIO and SPY

OCIOClearShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

OCIO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

ClearShares OCIO ETFUnsorted0.66%9.47%+7.9%+8.5%+14.4%+6.7%−7.0%11.7%$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 4, 2026 · returns include dividends · since: OCIO 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $167M$13,813

OCIO

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 7.0% in common

OCIOMeasureSPY

+7.9%Year to dateJan 1 → Nov 4+13.3%

+8.5%1 yearTotal return+13.4%

+14.4%3 years · per year$10,000 became $14,968 · $19,132+24.1%

+6.7%5 years · per year$10,000 became $13,813 · $18,060+12.6%

0.66%Expense ratio$66 · $9 a year on $10k · lower is better0.09%

9.47%Trailing 12-mo yield$947 · $99 a year on $10k0.99%

−7.0%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer12.9%

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

3–5SPY 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 SPY: Top 5 Holdings

Today

OCIO

27.8%in top 5

SPY

in top 527.3%

OCIOStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

6.7%QQQnot top 5

6.0%VTVnot top 5

not top 5MSFT5.9%

5.6%VEAnot top 5

4.8%VTInot top 5

4.7%SPYnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common7.0%

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

OCIO vs SPY Returns, Every Period

ClearSharesOCIO

+6.7%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

OCIOSPYFaded: behind in that period

0–4SPY wins

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

Unsorted vs Core: OCIO vs SPY

YTD

ClearSharesOCIO

+7.9%

SPYSPDR

+13.3%

+7.9%Year to date+13.3%

−7.0%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y12.9%

9.5%Yield1.0%

$167MAssets$805B

3–1OCIO wins

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

Cost, Income and Risk

Fees: OCIO, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

OCIO0.66%$66

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

Yields: OCIO, SPY

9.47%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.47%$947

SPY0.99%$99

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

Income After Fees on $10,000

$881most kept, OCIO

OCIO$947 − $66 = $881

SPY$99 − $9 = $90

KeptFee

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

Overlap: OCIO, SPY

Today

7.0%most shared, OCIO and SPY

OCIOSPY

OCIO—7.0%

SPY7.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

OCIOWorst drop−7.0%11.7% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

OCIOSPY

+7.9%Year to date+13.3%

9.5%Yield1.0%

+8.5%Past year+13.4%

0.66%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026