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OCIO vs. IAGG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

OCIO vs. IAGG

Last updated May 12, 2025

Compare and contrast key facts about ClearShares OCIO ETF (OCIO) and iShares Core International Aggregate Bond ETF (IAGG).

OCIO and IAGG 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. IAGG is a passively managed fund by iShares that tracks the performance of the Barclays Global Aggregate ex USD 10% Issuer Capped (Hedged) Index. It was launched on Nov 10, 2015.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OCIO or IAGG.

Correlation

The correlation between OCIO and IAGG 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. IAGG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ClearShares OCIO ETF (OCIO) and iShares Core International Aggregate Bond ETF (IAGG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

OCIO:

4.30%

IAGG:

3.61%

Max Drawdown

OCIO:

-0.24%

IAGG:

-0.33%

Current Drawdown

OCIO:

0.00%

IAGG:

-0.20%

Returns By Period

OCIO

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

IAGG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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OCIO vs. IAGG - Expense Ratio Comparison

OCIO has a 0.61% expense ratio, which is higher than IAGG's 0.09% expense ratio.

OCIO
ClearShares OCIO ETF
IAGG
iShares Core International Aggregate Bond ETF

Risk-Adjusted Performance

OCIO vs. IAGG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OCIO
The Risk-Adjusted Performance Rank of OCIO is 7474
Overall Rank
The Sharpe Ratio Rank of OCIO is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of OCIO is 7474
Sortino Ratio Rank
The Omega Ratio Rank of OCIO is 7474
Omega Ratio Rank
The Calmar Ratio Rank of OCIO is 7777
Calmar Ratio Rank
The Martin Ratio Rank of OCIO is 7676
Martin Ratio Rank
IAGG
The Risk-Adjusted Performance Rank of IAGG is 9191
Overall Rank
The Sharpe Ratio Rank of IAGG is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of IAGG is 9494
Sortino Ratio Rank
The Omega Ratio Rank of IAGG is 9292
Omega Ratio Rank
The Calmar Ratio Rank of IAGG is 8383
Calmar Ratio Rank
The Martin Ratio Rank of IAGG is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

OCIO vs. IAGG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearShares OCIO ETF (OCIO) and iShares Core International Aggregate Bond ETF (IAGG). 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. IAGG - Dividend Comparison

OCIO has not paid dividends to shareholders, while IAGG's dividend yield for the trailing twelve months is around 4.21%.

TTM2024202320222021202020192018201720162015
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%
IAGG
iShares Core International Aggregate Bond ETF		4.21%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

OCIO vs. IAGG - Drawdown Comparison

The maximum OCIO drawdown since its inception was -0.24%, smaller than the maximum IAGG drawdown of -0.33%. Use the drawdown chart below to compare losses from any high point for OCIO and IAGG. For additional features, visit the drawdowns tool.

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Volatility

OCIO vs. IAGG - Volatility Comparison

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