MSMR vs. OCIO
Compare and contrast key facts about McElhenny Sheffield Managed Risk ETF (MSMR) and ClearShares OCIO ETF (OCIO).
MSMR and OCIO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MSMR is an actively managed fund by McElhenny Sheffield. It was launched on Nov 16, 2021. OCIO is an actively managed fund by ClearShares LLC. It was launched on Jun 27, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSMR or OCIO.
Correlation
The correlation between MSMR and OCIO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MSMR vs. OCIO - Performance Comparison
Key characteristics
MSMR:
1.79
OCIO:
1.57
MSMR:
2.47
OCIO:
2.19
MSMR:
1.35
OCIO:
1.28
MSMR:
3.83
OCIO:
2.26
MSMR:
11.18
OCIO:
9.15
MSMR:
1.69%
OCIO:
1.65%
MSMR:
10.53%
OCIO:
9.60%
MSMR:
-14.86%
OCIO:
-24.21%
MSMR:
0.00%
OCIO:
-0.03%
Returns By Period
In the year-to-date period, MSMR achieves a 3.07% return, which is significantly lower than OCIO's 4.16% return.
MSMR
3.07%
1.60%
8.04%
20.57%
N/A
N/A
OCIO
4.16%
2.64%
6.06%
16.06%
7.95%
N/A
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MSMR vs. OCIO - Expense Ratio Comparison
MSMR has a 0.97% expense ratio, which is higher than OCIO's 0.61% expense ratio.
Risk-Adjusted Performance
MSMR vs. OCIO — Risk-Adjusted Performance Rank
MSMR
OCIO
MSMR vs. OCIO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McElhenny Sheffield Managed Risk ETF (MSMR) and ClearShares OCIO ETF (OCIO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MSMR vs. OCIO - Dividend Comparison
MSMR's dividend yield for the trailing twelve months is around 2.19%, more than OCIO's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
MSMR McElhenny Sheffield Managed Risk ETF | 2.19% | 2.26% | 0.81% | 0.65% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% |
OCIO ClearShares OCIO ETF | 1.80% | 1.87% | 2.32% | 3.21% | 2.83% | 2.90% | 2.22% | 2.16% | 0.84% |
Drawdowns
MSMR vs. OCIO - Drawdown Comparison
The maximum MSMR drawdown since its inception was -14.86%, smaller than the maximum OCIO drawdown of -24.21%. Use the drawdown chart below to compare losses from any high point for MSMR and OCIO. For additional features, visit the drawdowns tool.
Volatility
MSMR vs. OCIO - Volatility Comparison
McElhenny Sheffield Managed Risk ETF (MSMR) and ClearShares OCIO ETF (OCIO) have volatilities of 2.62% and 2.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.