ClearShares OCIO ETF (OCIO) belongs to the Diversified Portfolio category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OCIO. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OCIO
OCIO charges 0.61% annually. There are 28 ETFs in the Diversified Portfolio category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Simplify US Equity PLUS Managed Futures Strategy E... | 0.10% | 177.84M | Dec 2025 | OCIO vs CTAP | |
| iShares ESG Aware Moderate Allocation ETF | 0.18% | 8.63M | Jun 2020 | OCIO vs EAOM | |
| iShares ESG Aware Aggressive Allocation ETF | 0.18% | 37.39M | Jun 2020 | OCIO vs EAOA | |
| iShares ESG Aware Growth Allocation ETF | 0.18% | 32.15M | Jun 2020 | OCIO vs EAOR | |
| iShares ESG Aware Conservative Allocation ETF | 0.18% | 9.22M | Jun 2020 | OCIO vs EAOK |
Best Risk-Adjusted Alternatives to OCIO
OCIO has a PortfoliosLab risk / return rank of 69. There are 28 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Income Focus ETF | 91 | 1.54B | Jun 2023 | OCIO vs INCM | |
| Draco Evolution AI ETF | 89 | 20.72M | Jul 2024 | OCIO vs DRAI | |
| WisdomTree Emerging Markets Efficient Core Fund | 88 | 53.56M | May 2021 | OCIO vs NTSE | |
| VanEck Inflation Allocation ETF | 86 | 969.68M | Apr 2018 | OCIO vs RAAX | |
| Avantis Moderate Allocation ETF | 83 | 66.74M | Jun 2023 | OCIO vs AVMA |
Top Performing OCIO Alternatives (YTD)
OCIO is at 9.94% YTD. There are 21 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 44.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Adaptive Core ETF | 44.43% | 12.20M | Nov 2021 | OCIO vs RULE | |
| WisdomTree Emerging Markets Efficient Core Fund | 33.59% | 53.56M | May 2021 | OCIO vs NTSE | |
| Myriad Dynamic Asset Allocation ETF | 23.50% | — | Oct 2025 | OCIO vs MDAA | |
| Simplify US Equity PLUS Managed Futures Strategy E... | 22.34% | 177.84M | Dec 2025 | OCIO vs CTAP | |
| STF Tactical Growth ETF | 20.94% | 41.36M | May 2022 | OCIO vs TUG |
Lowest Volatility Alternatives to OCIO
OCIO has 9.69% 1-year volatility. There are 41 ETFs in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FlexShares Real Assets Allocation Index Fund | 0.00% | 7.49M | Nov 2015 | OCIO vs ASET | |
| Prospera Income ETF | 2.89% | 2.20M | Sep 2025 | OCIO vs THRV | |
| First Trust High Income Strategic Focus ETF | 3.32% | 95.53M | Aug 2014 | OCIO vs HISF | |
| Mindful Conservative ETF | 3.92% | 26.13M | Nov 2021 | OCIO vs MFUL | |
| Alpha Architect High Inflation And Deflation ETF | 4.43% | 100.05M | Nov 2022 | OCIO vs HIDE |
Lowest Drawdown Alternatives to OCIO
OCIO has a 1-year max drawdown of -6.98%. There are 34 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -2.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Alpha Architect High Inflation And Deflation ETF | -2.31% | 100.05M | Nov 2022 | OCIO vs HIDE | |
| Brookstone Yield ETF | -2.48% | 45.58M | Sep 2023 | OCIO vs BAMY | |
| First Trust High Income Strategic Focus ETF | -2.90% | 95.53M | Aug 2014 | OCIO vs HISF | |
| Franklin Income Focus ETF | -3.19% | 1.54B | Jun 2023 | OCIO vs INCM | |
| Mindful Conservative ETF | -3.36% | 26.13M | Nov 2021 | OCIO vs MFUL |
Often Compared With OCIO
Investors most often compare OCIO with GAA, BNDC, AOK. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare OCIO with Any Fund or Stock
Compare OCIO with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OCIO with funds that move differently
ClearShares OCIO ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OCIO.
Explore OCIO Diversifiers