Compare · 2 funds side by side · dividends reinvested

OCIO and VYM

OCIOClearShares×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941VYM · best of the two

02 / 04

OCIO and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.1

ClearShares OCIO ETFUnsorted0.66%9.78%+4.4%+5.4%+12.8%+5.9%−7.0%12.2%$163M1.9

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 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

ClearShares OCIO ETF · $163M$13,296

OCIO

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

OCIOMeasureVYM

+4.4%Year to dateJan 1 → Nov 6+12.8%

+5.4%1 yearTotal return+16.5%

+12.8%3 years · per year$10,000 became $14,350 · $17,107+19.6%

+5.9%5 years · per year$10,000 became $13,296 · $16,941+11.1%

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

9.78%Trailing 12-mo yield$978 · $231 a year on $10k2.31%

−7.0%Worst dropSmaller is better−6.7%

12.2%VolatilityLower is calmer10.6%

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

1–7VYM 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 VYM: Top 5 Holdings

Today

OCIO

27.7%in top 5

VYM

in top 518.2%

OCIOStockVYM

not top 5AVGO6.9%

6.5%QQQnot top 5

6.1%VTVnot top 5

5.6%VEAnot top 5

4.8%VTInot top 5

4.7%SPYnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common1.0%

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

OCIO vs VYM Returns, Every Period

ClearSharesOCIO

+5.9%

5 years, per year

VYMVanguard

+11.1%

5 years, per year

OCIOVYMFaded: behind in that period

0–4VYM wins

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

Unsorted vs Income: OCIO vs VYM

YTD

ClearSharesOCIO

+4.4%

VYMVanguard

+12.8%

+4.4%Year to date+12.8%

−7.0%Worst drop · 1Y−6.7%

12.2%Volatility · 1Y10.6%

9.8%Yield2.3%

$163MAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: OCIO, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

OCIO0.66%$66

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

Yields: OCIO, VYM

9.78%highest, OCIO

FundTrailing yieldYield$10k

OCIO9.78%$978

VYM2.31%$231

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

Income After Fees on $10,000

$912most kept, OCIO

OCIO$978 − $66 = $912

VYM$231 − $4 = $227

KeptFee

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

Overlap: OCIO, VYM

Today

1.0%most shared, OCIO and VYM

OCIOVYM

OCIO—1.0%

VYM1.0%—

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

Return vs Bumpiness: 2 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

OCIOWorst drop−7.0%12.2% vol

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

Paid More vs Made More

YTD

OCIOVYM

+4.4%Year to date+12.8%

9.8%Yield2.3%

+5.4%Past year+16.5%

0.66%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026