Compare · 3 funds side by side · dividends reinvested

OCIO, VOO and IVV

OCIOClearShares×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

OCIO, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B2.0

ClearShares OCIO ETFUnsorted0.66%9.81%+4.1%+5.5%+12.9%+5.8%−7.0%12.2%$167M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: OCIO 2017 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $167M$13,254

OCIO

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

OCIOMeasureVOO

+4.1%Year to dateJan 1 → Nov 5+8.4%

+5.5%1 yearTotal return+9.8%

+12.9%3 years · per year$10,000 became $14,396 · $18,224+22.1%

+5.8%5 years · per year$10,000 became $13,254 · $17,156+11.4%

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

9.81%Trailing 12-mo yield$981 · $110 a year on $10k1.10%

−7.0%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.5%

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

3–5VOO wins

End-of-day Nov 5, 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

28.0%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 common7.1%

End-of-day Nov 5, 2026 · share of each fund

OCIO vs VOO Returns, Every Period

ClearSharesOCIO

+5.8%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

OCIOVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: OCIO vs IVV

YTD

ClearSharesOCIO

+4.1%

IVViShares

+8.4%

+4.1%Year to date+8.4%

−7.0%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.6%

9.8%Yield1.1%

$167MAssets$887B

3–1OCIO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OCIO, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

OCIO0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OCIO, VOO, IVV

9.81%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.81%$981

IVV1.14%$114

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$915most kept, OCIO

OCIO$981 − $66 = $915

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OCIO, VOO, IVV

Today

93.5%most shared, VOO and IVV

OCIOVOOIVV

OCIO—7.1%7.1%

VOO7.1%—93.5%

IVV7.1%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

OCIOWorst drop−7.0%12.2% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OCIOVOO

+4.1%Year to date+8.4%

9.8%Yield1.1%

+5.5%Past year+9.8%

0.66%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026