OCIO vs VOO

AOCIO

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,115VOO · OCIO $13,813

Lowest cost0.03%VOO · $3 on $10k

Most income9.47%OCIO · $947 on $10k

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

Held in common7.0%OCIO and VOO

OCIO

VOO

ClearShares OCIO ETF · $167MVanguard S&P 500 ETF · $1.00T

+14.4%3 years · per year$14,968 · $19,172+24.2%

+6.7%5 years · per year$13,813 · $18,115+12.6%

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

9.47%12-mo yield$947 · $105 on $10k1.05%

−7.0%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOCIO · VOO

1.3%NVDA8.4%

1.1%AAPL7.4%

1.0%MSFT5.8%

0.4%AMZN3.7%

Held in common7.0%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.47%	+0.8%	+7.9%	+8.5%	+14.4%	+6.7%	−7.0%	$167M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.47%	+0.8%	+7.9%	+8.5%	+14.4%	+6.7%	−7.0%	$167M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OCIO vs VOO

OCIO

ClearShares OCIO

$13,813

VOO

Vanguard S&P 500

$18,115

MeasureOCIOVOO

Fee0.66%0.03%

Cost on $10k a year$66$3

Yield9.47%1.05%

5 years, per year+6.7%+12.6%

3 years, per year+14.4%+24.2%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y11.7%12.8%

3–3measures won
level

7.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: OCIO, VOO

Today

7.0%most shared, OCIO and VOO

OCIOVOO

OCIO—7.0%

VOO7.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$881most kept, OCIO

OCIO$947 − $66 = $881

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee