OCIO vs. PTIN

Last updated Aug 2, 2026

OCIO (ClearShares OCIO ETF) and PTIN (Pacer Trendpilot International ETF) are both Diversified Portfolio funds. OCIO is actively managed, while PTIN is passively managed. Over the past 5 years, OCIO returned 6.76%/yr vs 6.71%/yr for PTIN. Their 0.71 correlation means they have sometimes moved together and sometimes differently. OCIO charges 0.61%/yr vs 0.66%/yr for PTIN.

Performance

OCIO vs. PTIN - Performance Comparison

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

Returns By Period

In the year-to-date period, OCIO achieves a 6.90% return, which is significantly lower than PTIN's 16.34% return.

OCIO

• 1D: -0.06%
• 1M: -1.14%
• 6M: 4.87%
• YTD: 6.90%
• 1Y: 15.24%
• 3Y*: 11.71%
• 5Y*: 6.76%
• 10Y*: —
• ALL TIME*: 7.60%

PTIN

• 1D: -0.49%
• 1M: 0.27%
• 6M: 9.19%
• YTD: 16.34%
• 1Y: 32.43%
• 3Y*: 12.31%
• 5Y*: 6.71%
• 10Y*: —
• ALL TIME*: 6.91%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
OCIO ClearShares OCIO ETF	$27.53K	$27.13K	$321.99K
PTIN Pacer Trendpilot International ETF	$300.58K	$334.58K	$457.99K

OCIO vs. PTIN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
OCIO ClearShares OCIO ETF	6.90%	12.68%	12.76%	12.03%	-12.49%	13.20%	11.54%	7.58%
PTIN Pacer Trendpilot International ETF	16.34%	16.17%	3.36%	16.04%	-15.98%	12.26%	-0.56%	6.75%

Correlation

The correlation between OCIO and PTIN is 0.86, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.86
Correlation (3Y) Balances recent behavior with more history.	0.77
Correlation (5Y) Shows whether the relationship held over a longer period.	0.71
Correlation (All Time) Calculated using the full available price history since May 3, 2019	0.71

The correlation between OCIO and PTIN shifts across timeframes, from 0.71 (5 years) to 0.86 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

OCIO vs. PTIN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

OCIO

OCIO Risk / Return Rank: 56
OCIO Sharpe Ratio Rank: 52
OCIO Sortino Ratio Rank: 51
OCIO Omega Ratio Rank: 51
OCIO Calmar Ratio Rank: 58
OCIO Martin Ratio Rank: 66

PTIN

PTIN Risk / Return Rank: 79
PTIN Sharpe Ratio Rank: 80
PTIN Sortino Ratio Rank: 78
PTIN Omega Ratio Rank: 80
PTIN Calmar Ratio Rank: 78
PTIN Martin Ratio Rank: 79

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

OCIO vs. PTIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearShares OCIO ETF (OCIO) and Pacer Trendpilot International ETF (PTIN). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	OCIO	PTIN	Difference
Sharpe ratio: Return per unit of total volatility	1.27	1.83	-0.56
Sortino ratio: Return per unit of downside risk	1.83	2.51	-0.69
Omega ratio: Gain probability vs. loss probability	1.23	1.34	-0.10
Calmar ratio: Return relative to maximum drawdown	2.06	2.80	-0.74
Martin ratio: Return relative to average drawdown	8.07	10.30	-2.23

OCIO vs. PTIN - Sharpe Ratio Comparison

The current OCIO Sharpe Ratio is 1.27, which is lower than the PTIN Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of OCIO and PTIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

OCIO vs. PTIN - Drawdown Comparison

The maximum OCIO drawdown since its inception was -24.21%, which is greater than PTIN's maximum drawdown of -21.27%. Use the drawdown chart below to compare losses from any high point for OCIO and PTIN.

Drawdown Indicators

	OCIO	PTIN	Difference
Max Drawdown Largest peak-to-trough decline	-24.21%	-21.27%	-2.94%
Max Drawdown (1Y) Largest decline over 1 year	-6.98%	-11.55%	+4.57%
Max Drawdown (3Y) Largest decline over 3 years	-13.32%	-13.93%	+0.61%
Max Drawdown (5Y) Largest decline over 5 years	-18.75%	-21.27%	+2.52%
Current Drawdown Current decline from peak	-2.82%	-2.02%	-0.80%
Average Drawdown Average peak-to-trough decline	-4.39%	-7.56%	+3.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.78%	3.13%	-1.35%

Volatility

OCIO vs. PTIN - Volatility Comparison

The current volatility for ClearShares OCIO ETF (OCIO) is 3.89%, while Pacer Trendpilot International ETF (PTIN) has a volatility of 5.26%. This indicates that OCIO experiences smaller price fluctuations and is considered to be less risky than PTIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OCIO	PTIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.89%	5.26%	-1.37%
Volatility (6M) Calculated over the trailing 6-month period	9.59%	15.77%	-6.18%
Volatility (1Y) Calculated over the trailing 1-year period	11.33%	17.72%	-6.39%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.90%	14.74%	-3.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.45%	14.12%	-2.67%

OCIO vs. PTIN - Expense Ratio Comparison

OCIO has a 0.61% expense ratio, which is lower than PTIN's 0.66% expense ratio.

Dividends

OCIO vs. PTIN - Dividend Comparison

OCIO's dividend yield for the trailing twelve months is around 9.91%, more than PTIN's 2.18% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
OCIO ClearShares OCIO ETF	9.91%	10.27%	1.87%	2.32%	3.21%	2.83%	2.90%	2.22%	0.01%	1.68%
PTIN Pacer Trendpilot International ETF	2.18%	2.53%	2.67%	2.09%	0.41%	2.38%	0.77%	0.97%	0.00%	0.00%

Frequently Asked Questions

Can I hold both OCIO and PTIN in my portfolio?

OCIO and PTIN have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OCIO or PTIN?

PTIN has higher volatility (5.26%) compared to OCIO (3.89%). In terms of maximum drawdown, OCIO dropped -24.21% vs PTIN's -21.27%.

Which ETF is better, OCIO or PTIN?

On 5-year performance, OCIO leads with 6.76% vs 6.71% for PTIN. On fees, OCIO is cheaper at 0.61% per year. On volatility, OCIO has been the lower-risk option at 3.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, OCIO or PTIN?

Over the 5-year period, OCIO has performed better with a 6.76% return vs 6.71%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, OCIO or PTIN?

OCIO is cheaper with a 0.61% expense ratio, compared with 0.66% for PTIN.

Which ETF pays a higher dividend yield, OCIO or PTIN?

OCIO has the higher dividend yield at 9.91%, compared with 2.18% for PTIN.

What is the main difference between OCIO and PTIN?

They also come from different issuers: ClearShares and Pacer. Their fees differ too: 0.61% for OCIO and 0.66% for PTIN.

Which has better risk-adjusted returns?

PTIN currently has the higher Sharpe Ratio (1.83 vs 1.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.