OCIO vs. AOR

In the year-to-date period, OCIO achieves a 14.22% return, which is significantly higher than AOR's 12.44% return.

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OCIO has a 0.61% expense ratio, which is higher than AOR's 0.25% expense ratio.

The correlation between OCIO and AOR 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.

This table presents a comparison of risk-adjusted performance metrics for ClearShares OCIO ETF (OCIO) and iShares Core Growth Allocation ETF (AOR). 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.

The current OCIO Sharpe Ratio is 2.07, which is comparable to the AOR Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of OCIO and AOR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OCIO's dividend yield for the trailing twelve months is around 1.88%, less than AOR's 2.45% yield.

The maximum OCIO drawdown since its inception was -24.21%, roughly equal to the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for OCIO and AOR. For additional features, visit the drawdowns tool.

ClearShares OCIO ETF (OCIO) has a higher volatility of 2.61% compared to iShares Core Growth Allocation ETF (AOR) at 2.07%. This indicates that OCIO's price experiences larger fluctuations and is considered to be riskier than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.