Compare · 2 funds side by side · dividends reinvested

OCIO and VOO

OCIOClearShares×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

OCIO and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

ClearShares OCIO ETFUnsorted0.66%9.54%+7.0%+7.6%+14.3%+6.4%−7.0%11.6%$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 3, 2026 · returns include dividends · since: OCIO 2017 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $167M$13,642

OCIO

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

OCIOMeasureVOO

+7.0%Year to dateJan 1 → Nov 3+11.5%

+7.6%1 yearTotal return+11.9%

+14.3%3 years · per year$10,000 became $14,945 · $19,094+24.1%

+6.4%5 years · per year$10,000 became $13,642 · $17,749+12.2%

0.66%Expense ratio$66 · $3 a year on $10k · lower is better0.03%

9.54%Trailing 12-mo yield$954 · $107 a year on $10k1.07%

−7.0%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer12.7%

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

3–5VOO wins

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

More Ways to See the Pairs

OCIO vs VOO: Top 5 Holdings

Today

OCIO

27.8%in top 5

VOO

in top 528.3%

OCIOStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

6.7%QQQnot top 5

6.1%VTVnot top 5

not top 5MSFT5.8%

5.6%VEAnot top 5

4.8%VTInot top 5

4.7%SPYnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common6.9%

End-of-day Nov 3, 2026 · share of each fund

OCIO vs VOO Returns, Every Period

ClearSharesOCIO

+6.4%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

OCIOVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: OCIO vs VOO

YTD

ClearSharesOCIO

+7.0%

VOOVanguard

+11.5%

+7.0%Year to date+11.5%

−7.0%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y12.7%

9.5%Yield1.1%

$167MAssets$1.00T

3–1OCIO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OCIO, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

OCIO0.66%$66

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OCIO, VOO

9.54%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.54%$954

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$888most kept, OCIO

OCIO$954 − $66 = $888

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OCIO, VOO

Today

6.9%most shared, OCIO and VOO

OCIOVOO

OCIO—6.9%

VOO6.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

OCIOWorst drop−7.0%11.6% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

OCIOVOO

+7.0%Year to date+11.5%

9.5%Yield1.1%

+7.6%Past year+11.9%

0.66%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026