Correlation
The correlation between OCIO and AOM is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
OCIO vs. AOM
Compare and contrast key facts about ClearShares OCIO ETF (OCIO) and iShares Core Moderate Allocation ETF (AOM).
OCIO and AOM 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. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. 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 AOM.
Performance
OCIO vs. AOM - Performance Comparison
Loading data...
Key characteristics
OCIO:
0.66
AOM:
1.06
OCIO:
0.94
AOM:
1.67
OCIO:
1.13
AOM:
1.23
OCIO:
0.61
AOM:
1.45
OCIO:
2.40
AOM:
6.05
OCIO:
3.38%
AOM:
1.57%
OCIO:
13.55%
AOM:
8.36%
OCIO:
-24.21%
AOM:
-19.96%
OCIO:
-2.70%
AOM:
0.00%
Returns By Period
In the year-to-date period, OCIO achieves a 1.37% return, which is significantly lower than AOM's 3.74% return.
OCIO
1.37%
1.96%
-0.57%
8.77%
7.61%
7.59%
N/A
AOM
3.74%
1.54%
1.65%
8.75%
6.34%
4.81%
4.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OCIO vs. AOM - Expense Ratio Comparison
OCIO has a 0.61% expense ratio, which is higher than AOM's 0.25% expense ratio.
Risk-Adjusted Performance
OCIO vs. AOM — Risk-Adjusted Performance Rank
OCIO
AOM
OCIO vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearShares OCIO ETF (OCIO) and iShares Core Moderate Allocation ETF (AOM). 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.
Loading data...
Dividends
OCIO vs. AOM - Dividend Comparison
OCIO's dividend yield for the trailing twelve months is around 1.52%, less than AOM's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCIO ClearShares OCIO ETF | 1.52% | 1.87% | 2.32% | 3.21% | 2.83% | 2.90% | 2.22% | 2.16% | 0.84% | 0.00% | 0.00% | 0.00% |
AOM iShares Core Moderate Allocation ETF | 3.06% | 3.10% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% |
Drawdowns
OCIO vs. AOM - Drawdown Comparison
The maximum OCIO drawdown since its inception was -24.21%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for OCIO and AOM.
Loading data...
Volatility
OCIO vs. AOM - Volatility Comparison
ClearShares OCIO ETF (OCIO) and iShares Core Moderate Allocation ETF (AOM) have volatilities of 1.85% and 1.83%, 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.
Loading data...