OCIO vs. THRV

Last updated Jun 3, 2026

OCIO (ClearShares OCIO ETF) and THRV (Prospera Income ETF) are both Diversified Portfolio funds. Both are actively managed. A 0.64 correlation means they provide meaningful diversification when combined. OCIO charges 0.61%/yr vs 1.80%/yr for THRV.

Performance

OCIO vs. THRV - Performance Comparison

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

Returns By Period

In the year-to-date period, OCIO achieves a 9.94% return, which is significantly higher than THRV's 2.25% return.

OCIO

• 1D: 0.71%
• 1M: 3.71%
• YTD: 9.94%
• 6M: 10.68%
• 1Y: 22.20%
• 3Y*: 14.20%
• 5Y*: 7.68%
• 10Y*: —

THRV

• 1D: 0.07%
• 1M: 0.43%
• YTD: 2.25%
• 6M: 2.17%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

OCIO vs. THRV - Yearly Performance Comparison

	2026 (YTD)	2025
OCIO ClearShares OCIO ETF	9.94%	2.15%
THRV Prospera Income ETF	2.25%	0.16%

Correlation

The correlation between OCIO and THRV is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Oct 1, 2025	0.64

Return for Risk

OCIO vs. THRV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OCIO

OCIO Risk / Return Rank: 69
OCIO Sharpe Ratio Rank: 68
OCIO Sortino Ratio Rank: 70
OCIO Omega Ratio Rank: 70
OCIO Calmar Ratio Rank: 63
OCIO Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OCIO vs. THRV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearShares OCIO ETF (OCIO) and Prospera Income ETF (THRV). 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	THRV	Difference
Sharpe ratio Return per unit of total volatility	2.30	—	—
Sortino ratio Return per unit of downside risk	3.27	—	—
Omega ratio Gain probability vs. loss probability	1.42	—	—
Calmar ratio Return relative to maximum drawdown	3.17	—	—
Martin ratio Return relative to average drawdown	14.08	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	OCIO	THRV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.30	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.73	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.71	1.26	-0.55

Drawdowns

OCIO vs. THRV - Drawdown Comparison

The maximum OCIO drawdown since its inception was -24.21%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for OCIO and THRV.

Drawdown Indicators

	OCIO	THRV	Difference
Max Drawdown Largest peak-to-trough decline	-24.21%	-1.50%	-22.71%
Max Drawdown (1Y) Largest decline over 1 year	-6.98%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.32%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.75%	—	—
Current Drawdown Current decline from peak	0.00%	-0.13%	+0.13%
Average Drawdown Average peak-to-trough decline	-4.44%	-0.44%	-4.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.57%	—	—

Volatility

Volatility by Period

	OCIO	THRV	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.27%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.68%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.69%	2.89%	+6.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.60%	2.89%	+7.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.36%	2.89%	+8.47%

OCIO vs. THRV - Expense Ratio Comparison

OCIO has a 0.61% expense ratio, which is lower than THRV's 1.80% expense ratio.

Dividends

OCIO vs. THRV - Dividend Comparison

OCIO's dividend yield for the trailing twelve months is around 9.43%, more than THRV's 4.69% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
OCIO ClearShares OCIO ETF	9.43%	10.27%	1.87%	2.32%	3.21%	2.83%	2.90%	2.22%	0.01%	1.68%
THRV Prospera Income ETF	4.69%	1.67%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both OCIO and THRV in my portfolio?

OCIO and THRV have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, OCIO or THRV?

On fees, OCIO is cheaper at 0.61% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, OCIO or THRV?

OCIO is cheaper with a 0.61% expense ratio, compared with 1.80% for THRV.

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

OCIO has the higher dividend yield at 9.43%, compared with 4.69% for THRV.

What is the main difference between OCIO and THRV?

They also come from different issuers: ClearShares LLC and Prospera Funds. Their fees differ too: 0.61% for OCIO and 1.80% for THRV.