BBBI vs OCIO
Comparison between BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI, ETF) and CLEARSHARES OCIO ETF (OCIO, ETF).
BBBI vs OCIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BBBI
$168M
OCIO
$168M
Expense Ratio
Winner
BBBI
0.19%
OCIO
0.65%
Max Drawdown
Winner
BBBI
5.71%
OCIO
24.21%
Sharpe Ratio
BBBI
0.68
Winner
OCIO
1.36
5Y Beta
Winner
BBBI
0.10
OCIO
0.67
5Y Dividends CAGR
BBBI
N/A
OCIO
37.92%
BBBI vs OCIO - Historical Returns
Returns include dividend reinvestment.
1M
BBBI
+0.34%
Winner
OCIO
+1.53%
3M
BBBI
+1.01%
Winner
OCIO
+8.77%
6M
BBBI
+1.02%
Winner
OCIO
+9.00%
1Y
BBBI
+5.76%
Winner
OCIO
+18.79%
5Y(CAGR)
BBBI
N/A
OCIO
+7.14%
10Y(CAGR)
BBBI
N/A
OCIO
+7.88%
Max(CAGR)
BBBI
+5.90%
Winner
OCIO
+7.88%
BBBI vs OCIO - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BBBI | OCIO |
|---|---|---|
| 2026 | +0.51% | +7.47% |
| 2025 | +9.21% | +12.71% |
| 2024 | +4.36% | +13.52% |
| 2023 | N/A | +12.00% |
| 2022 | N/A | -12.35% |
| 2021 | N/A | +13.76% |
| 2020 | N/A | +10.82% |
| 2019 | N/A | +18.36% |
| 2018 | N/A | -10.17% |
| 2017 | N/A | +8.98% |
BBBI vs OCIO Drawdown Comparison
The maximum drawdown for BBBI was -4.11%, occurring on Jan 13, 2025. Recovery took 126 trading sessions.
The maximum drawdown for OCIO was -24.21%, occurring on Mar 19, 2020. Recovery took 121 trading sessions.
The current BBBI drawdown is -1.02%. The current OCIO drawdown is -1.48%.
| Rank | BBBI | OCIO |
|---|---|---|
| #1 | -4.11% Oct 1, 2024 - Apr 3, 2025 | -24.21% Feb 12, 2020 - Aug 5, 2020 |
| #2 | -3.33% Feb 1, 2024 - Jun 5, 2024 | -18.75% Dec 29, 2021 - Mar 7, 2024 |
| #3 | -3.30% Apr 3, 2025 - Jun 4, 2025 | -14.40% Jan 26, 2018 - Nov 19, 2019 |
| #4 | -2.94% Feb 27, 2026 - Mar 27, 2026 | -13.31% Feb 13, 2025 - Jun 30, 2025 |
| #5 | -1.24% Oct 27, 2025 - Nov 26, 2025 | -6.98% Feb 25, 2026 - Apr 16, 2026 |
| #6 | -1.08% Jun 13, 2024 - Jul 5, 2024 | -6.69% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -1.01% Aug 2, 2024 - Aug 13, 2024 | -4.75% Sep 2, 2020 - Nov 9, 2020 |
| #8 | -0.98% Jun 30, 2025 - Jul 22, 2025 | -4.35% Mar 28, 2024 - May 15, 2024 |
| #9 | -0.85% Jun 5, 2024 - Jun 13, 2024 | -4.27% Oct 27, 2025 - Dec 23, 2025 |
| #10 | -0.84% Sep 16, 2025 - Oct 14, 2025 | -3.92% Jun 2, 2026 - Jun 10, 2026 |
| #11 | -0.80% Jul 17, 2024 - Jul 29, 2024 | -3.62% Sep 3, 2021 - Nov 1, 2021 |
| #12 | -0.76% Jan 14, 2026 - Feb 5, 2026 | -3.52% Nov 8, 2021 - Dec 27, 2021 |
| #13 | -0.75% Jun 4, 2025 - Jun 12, 2025 | -3.19% Dec 6, 2024 - Jan 22, 2025 |
| #14 | -0.61% Nov 26, 2025 - Dec 26, 2025 | -3.04% Feb 12, 2021 - Apr 1, 2021 |
| #15 | -0.47% Aug 13, 2025 - Aug 22, 2025 | -2.85% May 7, 2021 - Jun 1, 2021 |
Correlation
Correlation between BBBI and OCIO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2017 - 2026)
BBBI vs OCIO dividend yield comparison.
| Year | BBBI | OCIO |
|---|---|---|
| 2026 | 1.92% | 0.21% |
| 2025 | 4.90% | 10.27% |
| 2024 | 4.61% | 1.87% |
| 2023 | 0.00% | 2.32% |
| 2022 | 0.00% | 3.21% |
| 2021 | 0.00% | 2.83% |
| 2020 | 0.00% | 2.90% |
| 2019 | 0.00% | 2.22% |
| 2018 | 0.00% | 0.01% |
| 2017 | 0.00% | 1.68% |
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