OCIO vs VXUS
Clearshares Ocio Etf vs Vanguard Total International Stock ETF
Which is better, OCIO or VXUS?
Allocation/Balanced against Large Cap Blend.
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | OCIO | VXUS |
|---|---|---|
| Expense Ratio | 0.65% | 0.05%Best |
| AUM | $171M | $158.1B |
| Dividend Yield | 9.63% | 2.51% |
| Holdings | 72 | 8,747 |
| YTD Return | +9.09% | +14.48%Best |
| 1Y Return | +13.20% | +22.28%Best |
| 3Y Return (annualized) | +13.32% | +20.00%Best |
| 5Y Return (annualized) | +6.98% | +8.91%Best |
| Volatility (annualized) | 10.1%Best | 15.4% |
| Max Drawdown | -24.2%Best | -39.9% |
| $10,000 over 5 years | $14,012 | $15,323Best |
| Fund Family | ClearShares ETFs | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Allocation/Balanced | Large Cap Blend |
| Inception | Jun 26, 2017 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jun 27, 2017 to Sep 11, 2026 (9.2 years).
OCIO vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.2 years both funds cover.
OCIO vs VXUS Performance
Clearshares Ocio Etf (OCIO) is an ETF from ClearShares ETFs and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OCIO returned +13.20% while VXUS returned +22.28%. Year to date, OCIO is up 9.09% versus a gain of 14.48% for VXUS.
Over three years, OCIO compounded at +13.32% per year against +20.00% for VXUS; over five years the annualized figures are +6.98% and +8.91% respectively. Across the full 9-year window we track, VXUS has the edge at +7.73% annualized vs +6.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 10.1% for OCIO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.2% for OCIO and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
OCIO charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, OCIO currently yields 9.63% against 2.51% for VXUS.
Holdings Overlap
At least 2.9% of OCIO's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
OCIO and VXUS share little of their money.
1 positions in common, counted across the 55 positions we hold weights for in OCIO and 8,091 in VXUS, against full books of 72 and 8,747.
Top Shared Holdings
| Stock | Weight in OCIO | Weight in VXUS | Difference |
|---|---|---|---|
| VWOFtse Emerging Markets ETF (vanguard) | 2.89% | 0.11% | 2.78% |
You are not choosing between two funds in isolation.
Whichever of OCIO and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OCIO or VXUS?
OCIO has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, OCIO or VXUS?
Over the past year OCIO returned +13.20% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (9 years), OCIO annualized +6.94% vs +7.73% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OCIO or VXUS?
VXUS has been the more volatile fund at 15.4% annualized versus 10.1% for OCIO. Worst drawdown: OCIO -24.2% vs VXUS -39.9%.
Should I hold both OCIO and VXUS?
OCIO and VXUS have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between OCIO and VXUS?
At least 2.9% of OCIO's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 55 positions we hold weights for in OCIO and 8,091 in VXUS.
Which pays a higher dividend, OCIO or VXUS?
OCIO yields 9.63% while VXUS yields 2.51%, so OCIO currently pays the higher dividend yield.
Is VXUS better than OCIO?
VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.