OCIO vs. BND
Compare and contrast key facts about ClearShares OCIO ETF (OCIO) and Vanguard Total Bond Market ETF (BND).
OCIO and BND 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. BND is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Aggregate Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
OCIO vs. BND - Performance Comparison
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OCIO vs. BND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OCIO ClearShares OCIO ETF | -1.52% | 12.68% | 12.76% | 12.03% | -12.49% | 13.20% | 11.54% | 18.56% | -10.35% | 9.00% |
BND Vanguard Total Bond Market ETF | 0.05% | 7.08% | 1.38% | 5.65% | -13.11% | -1.86% | 7.71% | 8.84% | -0.12% | 0.92% |
Returns By Period
In the year-to-date period, OCIO achieves a -1.52% return, which is significantly lower than BND's 0.05% return.
OCIO
- 1D
- 2.14%
- 1M
- -4.52%
- YTD
- -1.52%
- 6M
- 0.60%
- 1Y
- 13.31%
- 3Y*
- 10.77%
- 5Y*
- 6.01%
- 10Y*
- —
BND
- 1D
- 0.22%
- 1M
- -1.74%
- YTD
- 0.05%
- 6M
- 0.95%
- 1Y
- 4.24%
- 3Y*
- 3.59%
- 5Y*
- 0.24%
- 10Y*
- 1.67%
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OCIO vs. BND - Expense Ratio Comparison
OCIO has a 0.61% expense ratio, which is higher than BND's 0.03% expense ratio.
Return for Risk
OCIO vs. BND — Risk / Return Rank
OCIO
BND
OCIO vs. BND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearShares OCIO ETF (OCIO) and Vanguard Total Bond Market ETF (BND). 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.
| OCIO | BND | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.99 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.41 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.81 | -0.27 |
Martin ratioReturn relative to average drawdown | 7.09 | 4.98 | +2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OCIO | BND | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.99 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.04 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.59 | +0.02 |
Correlation
The correlation between OCIO and BND is 0.14, 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.
Dividends
OCIO vs. BND - Dividend Comparison
OCIO's dividend yield for the trailing twelve months is around 10.53%, more than BND's 3.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCIO ClearShares OCIO ETF | 10.53% | 10.27% | 1.87% | 2.32% | 3.21% | 2.83% | 2.90% | 2.22% | 0.01% | 1.68% | 0.00% | 0.00% |
BND Vanguard Total Bond Market ETF | 3.91% | 3.86% | 3.67% | 3.09% | 2.60% | 2.12% | 2.38% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% |
Drawdowns
OCIO vs. BND - Drawdown Comparison
The maximum OCIO drawdown since its inception was -24.21%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for OCIO and BND.
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Drawdown Indicators
| OCIO | BND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.21% | -18.58% | -5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.58% | -2.44% | -6.14% |
Max Drawdown (5Y)Largest decline over 5 years | -18.75% | -17.91% | -0.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.58% | — |
Current DrawdownCurrent decline from peak | -4.99% | -2.58% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -3.07% | -1.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 0.89% | +0.97% |
Volatility
OCIO vs. BND - Volatility Comparison
ClearShares OCIO ETF (OCIO) has a higher volatility of 4.56% compared to Vanguard Total Bond Market ETF (BND) at 1.63%. This indicates that OCIO's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OCIO | BND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 1.63% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 7.65% | 2.52% | +5.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.59% | 4.30% | +8.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.51% | 6.00% | +4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.36% | 5.52% | +5.84% |