Compare · 3 funds side by side · dividends reinvested

OCIO, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

OCIO, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.0

ClearShares OCIO ETFUnsorted0.66%9.78%+4.4%+5.4%+12.8%+5.9%−7.0%12.2%$163M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: OCIO 2017 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $163M$13,296

OCIO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

OCIOMeasureSPYM

+4.4%Year to dateJan 1 → Nov 6+8.8%

+5.4%1 yearTotal return+9.8%

+12.8%3 years · per year$10,000 became $14,350 · $18,082+21.8%

+5.9%5 years · per year$10,000 became $13,296 · $17,192+11.4%

0.66%Expense ratio$66 · $2 a year on $10k · lower is better0.02%

9.78%Trailing 12-mo yield$978 · $105 a year on $10k1.05%

−7.0%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OCIO vs SPYM: Top 5 Holdings

Today

OCIO

27.7%in top 5

SPYM

in top 527.8%

OCIOStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

6.5%QQQnot top 5

not top 5MSFT6.3%

6.1%VTVnot top 5

5.6%VEAnot top 5

4.8%VTInot top 5

4.7%SPYnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common7.0%

End-of-day Nov 6, 2026 · share of each fund

OCIO vs SPYM Returns, Every Period

ClearSharesOCIO

+5.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

OCIOSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: OCIO vs IVV

YTD

ClearSharesOCIO

+4.4%

IVViShares

+8.7%

+4.4%Year to date+8.7%

−7.0%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.6%

9.8%Yield1.1%

$163MAssets$853B

3–1OCIO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OCIO, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

OCIO0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OCIO, SPYM, IVV

9.78%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.78%$978

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$912most kept, OCIO

OCIO$978 − $66 = $912

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OCIO, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

OCIOSPYMIVV

OCIO—7.0%7.0%

SPYM7.0%—99.9%

IVV7.0%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

OCIOWorst drop−7.0%12.2% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OCIOSPYM

+4.4%Year to date+8.8%

9.8%Yield1.1%

+5.4%Past year+9.8%

0.66%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026