Compare · 2 funds side by side · dividends reinvested

OCIO and VTI

OCIOClearShares×VTIVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375VTI · best of the two

02 / 04

OCIO and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.4

ClearShares OCIO ETFUnsorted0.66%9.78%+4.4%+5.4%+12.8%+5.9%−7.0%12.2%$163M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: OCIO 2017 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $163M$13,296

OCIO

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

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

OCIOMeasureVTI

+4.4%Year to dateJan 1 → Nov 6+8.9%

+5.4%1 yearTotal return+9.9%

+12.8%3 years · per year$10,000 became $14,350 · $18,004+21.7%

+5.9%5 years · per year$10,000 became $13,296 · $16,375+10.4%

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

9.78%Trailing 12-mo yield$978 · $109 a year on $10k1.09%

−7.0%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.7%

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

3–5VTI 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 VTI: Top 5 Holdings

Today

OCIO

27.7%in top 5

VTI

in top 525.0%

OCIOStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

6.5%QQQnot top 5

6.1%VTVnot top 5

5.6%VEAnot top 5

not top 5MSFT5.2%

4.8%VTInot top 5

4.7%SPYnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common7.0%

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

OCIO vs VTI Returns, Every Period

ClearSharesOCIO

+5.9%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

OCIOVTIFaded: behind in that period

0–4VTI wins

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

Unsorted vs Core: OCIO vs VTI

YTD

ClearSharesOCIO

+4.4%

VTIVanguard

+8.9%

+4.4%Year to date+8.9%

−7.0%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.7%

9.8%Yield1.1%

$163MAssets$689B

3–1OCIO wins

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

Cost, Income and Risk

Fees: OCIO, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

OCIO0.66%$66

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

Yields: OCIO, VTI

9.78%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.78%$978

VTI1.09%$109

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

Income After Fees on $10,000

$912most kept, OCIO

OCIO$978 − $66 = $912

VTI$109 − $3 = $106

KeptFee

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

Overlap: OCIO, VTI

Today

7.0%most shared, OCIO and VTI

OCIOVTI

OCIO—7.0%

VTI7.0%—

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

Return vs Bumpiness: 2 ETFs

+9.9%VTI, at 13.7% volatility

OCIOWorst drop−7.0%12.2% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

OCIOVTI

+4.4%Year to date+8.9%

9.8%Yield1.1%

+5.4%Past year+9.9%

0.66%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026