OCIO vs IVV

AOCIO

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · OCIO $13,254

Lowest cost0.03%IVV · $3 on $10k

Most income9.81%OCIO · $981 on $10k

Smallest drop−7.0%OCIO · worst fall in 1Y

Held in common7.1%OCIO and IVV

OCIO

IVV

ClearShares OCIO ETF · $167MiShares Core S&P 500 ETF · $887B

+12.9%3 years · per year$14,396 · $18,221+22.1%

+5.8%5 years · per year$13,254 · $17,151+11.4%

0.66%Expense ratio$66 · $3 on $10k · lower wins0.03%

9.81%12-mo yield$981 · $114 on $10k1.14%

−7.0%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOCIO · IVV

1.3%NVDA7.3%

1.2%AAPL7.7%

1.1%MSFT6.2%

0.4%AMZN3.9%

Held in common7.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.81%	−3.5%	+4.1%	+5.5%	+12.9%	+5.8%	−7.0%	$167M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.81%	−3.5%	+4.1%	+5.5%	+12.9%	+5.8%	−7.0%	$167M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OCIO vs IVV

OCIO

ClearShares OCIO

$13,254

IVV

iShares Core S&P 500

$17,152

MeasureOCIOIVV

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield9.81%1.14%

5 years, per year+5.8%+11.4%

3 years, per year+12.9%+22.1%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y12.2%13.6%

3–3measures won
level

7.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: OCIO, IVV

Today

7.1%most shared, OCIO and IVV

OCIOIVV

OCIO—7.1%

IVV7.1%—

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

Income After Fees on $10,000

$915most kept, OCIO

OCIO$981 − $66 = $915

IVV$114 − $3 = $111

KeptFee

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