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 29 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% | 138.08M | Dec 2025 | OCIO vs CTAP | |
| iShares Core 60/40 Balanced Allocation ETF | 0.15% | 3.64B | Nov 2008 | OCIO vs AOR | |
| iShares Core 30/70 Conservative Allocation ETF | 0.15% | 781.58M | Nov 2008 | OCIO vs AOK | |
| iShares Core 80/20 Aggressive Allocation ETF | 0.15% | 3.19B | Nov 2008 | OCIO vs AOA | |
| iShares ESG Aware Growth Allocation ETF | 0.18% | 32.64M | Jun 2020 | OCIO vs EAOR |
Best Risk-Adjusted Alternatives to OCIO
OCIO has a PortfoliosLab risk / return rank of 56. There are 37 ETFs in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Income Focus ETF | 92 | 1.72B | Jun 2023 | OCIO vs INCM | |
| Alpha Architect High Inflation And Deflation ETF | 88 | 145.17M | Nov 2022 | OCIO vs HIDE | |
| iShares Morningstar Multi-Asset Income ETF | 87 | 125.24M | Apr 2012 | OCIO vs IYLD | |
| Avantis Moderate Allocation ETF | 87 | 82.33M | Jun 2023 | OCIO vs AVMA | |
| First Trust Multi-Asset Diversified Income Index F... | 86 | 429.28M | Aug 2012 | OCIO vs MDIV |
Top Performing OCIO Alternatives (YTD)
OCIO is at 6.90% YTD. There are 30 ETFs in the Diversified Portfolio category with higher YTD returns, going as high as 28.07%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Adaptive Core ETF | 28.07% | 16.56M | Nov 2021 | OCIO vs RULE | |
| WisdomTree Emerging Markets Efficient Core Fund | 18.97% | 53.61M | May 2021 | OCIO vs NTSE | |
| Pacer Trendpilot International ETF | 16.34% | 181.50M | May 2019 | OCIO vs PTIN | |
| Invesco Zacks Multi-Asset Income ETF | 15.51% | 124.41M | Sep 2006 | OCIO vs CVY | |
| Myriad Dynamic Asset Allocation ETF | 14.47% | 444.94M | Oct 2025 | OCIO vs MDAA |
Lowest Volatility Alternatives to OCIO
OCIO has 11.33% 1-year volatility. There are 44 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 | 2.88% | 2.20M | Sep 2025 | OCIO vs THRV | |
| First Trust High Income Strategic Focus ETF | 3.33% | 98.51M | Aug 2014 | OCIO vs HISF | |
| Mindful Conservative ETF | 4.31% | 26.13M | Nov 2021 | OCIO vs MFUL | |
| Brookstone Yield ETF | 4.53% | 43.48M | Sep 2023 | OCIO vs BAMY |
Lowest Drawdown Alternatives to OCIO
OCIO has a 1-year max drawdown of -6.98%. There are 33 ETFs in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -2.48%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Brookstone Yield ETF | -2.48% | 43.48M | Sep 2023 | OCIO vs BAMY | |
| First Trust High Income Strategic Focus ETF | -2.90% | 98.51M | Aug 2014 | OCIO vs HISF | |
| Franklin Income Focus ETF | -3.19% | 1.72B | Jun 2023 | OCIO vs INCM | |
| Alpha Architect High Inflation And Deflation ETF | -3.31% | 145.17M | Nov 2022 | OCIO vs HIDE | |
| Mindful Conservative ETF | -3.36% | 26.13M | Nov 2021 | OCIO vs MFUL |
Other ETFs from ClearShares
The 2 most viewed ClearShares ETFs shown here include OPER, PIFI and span 2 categories. AUM among these funds goes as high as $105M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ClearShares Ultra-Short Maturity ETF | Ultrashort Bond | 100 | 2.16% | 105.39M | Jul 2018 | OCIO vs OPER | |
| ClearShares Piton Intermediate Fixed Income ETF | Intermediate Core Bond | 33 | -0.39% | 97.67M | Oct 2020 | OCIO vs PIFI |
Often Compared With OCIO
Investors most often compare OCIO with GAA, BNDC, AOM. 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