OCIO vs. AOA
Compare and contrast key facts about ClearShares OCIO ETF (OCIO) and iShares Core Aggressive Allocation ETF (AOA).
OCIO and AOA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OCIO is an actively managed fund by ClearShares LLC. It was launched on Jun 27, 2017. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OCIO or AOA.
Correlation
The correlation between OCIO and AOA is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
OCIO vs. AOA - Performance Comparison
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Key characteristics
OCIO:
4.30%
AOA:
13.94%
OCIO:
-0.24%
AOA:
-28.38%
OCIO:
0.00%
AOA:
-2.67%
Returns By Period
OCIO
N/A
N/A
N/A
N/A
N/A
N/A
AOA
1.65%
5.59%
-0.50%
8.56%
11.13%
7.34%
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OCIO vs. AOA - Expense Ratio Comparison
OCIO has a 0.61% expense ratio, which is higher than AOA's 0.25% expense ratio.
Risk-Adjusted Performance
OCIO vs. AOA — Risk-Adjusted Performance Rank
OCIO
AOA
OCIO vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearShares OCIO ETF (OCIO) and iShares Core Aggressive Allocation ETF (AOA). 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.
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Dividends
OCIO vs. AOA - Dividend Comparison
OCIO has not paid dividends to shareholders, while AOA's dividend yield for the trailing twelve months is around 2.28%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCIO ClearShares OCIO ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOA iShares Core Aggressive Allocation ETF | 2.28% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
OCIO vs. AOA - Drawdown Comparison
The maximum OCIO drawdown since its inception was -0.24%, smaller than the maximum AOA drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for OCIO and AOA. For additional features, visit the drawdowns tool.
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Volatility
OCIO vs. AOA - Volatility Comparison
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