Compare · 2 funds side by side · dividends reinvested

OCIO and VIG

OCIOClearShares×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

OCIO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.3

ClearShares OCIO ETFUnsorted0.66%9.47%+7.9%+8.5%+14.4%+6.7%−7.0%11.7%$167M1.8

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $167M$13,813

OCIO

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

OCIOMeasureVIG

+7.9%Year to dateJan 1 → Nov 4+16.4%

+8.5%1 yearTotal return+18.9%

+14.4%3 years · per year$10,000 became $14,968 · $17,533+20.6%

+6.7%5 years · per year$10,000 became $13,813 · $17,005+11.2%

0.66%Expense ratio$66 · $4 a year on $10k · lower is better0.04%

9.47%Trailing 12-mo yield$947 · $144 a year on $10k1.44%

−7.0%Worst dropSmaller is better−7.9%

11.7%VolatilityLower is calmer10.2%

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

2–6VIG 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 VIG: Top 5 Holdings

Today

OCIO

27.8%in top 5

VIG

in top 522.1%

OCIOStockVIG

6.7%QQQnot top 5

6.0%VTVnot top 5

5.6%VEAnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%VTInot top 5

4.7%SPYnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common3.7%

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

OCIO vs VIG Returns, Every Period

ClearSharesOCIO

+6.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

OCIOVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: OCIO vs VIG

YTD

ClearSharesOCIO

+7.9%

VIGVanguard

+16.4%

+7.9%Year to date+16.4%

−7.0%Worst drop · 1Y−7.9%

11.7%Volatility · 1Y10.2%

9.5%Yield1.4%

$167MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: OCIO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

OCIO0.66%$66

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

Yields: OCIO, VIG

9.47%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.47%$947

VIG1.44%$144

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

Income After Fees on $10,000

$881most kept, OCIO

OCIO$947 − $66 = $881

VIG$144 − $4 = $140

KeptFee

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

Overlap: OCIO, VIG

Today

3.7%most shared, OCIO and VIG

OCIOVIG

OCIO—3.7%

VIG3.7%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% 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

OCIOVIG

+7.9%Year to date+16.4%

9.5%Yield1.4%

+8.5%Past year+18.9%

0.66%Fee0.04%

3–1VIG 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

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO 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