DIM vs OCIO

Comparison between WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF) and CLEARSHARES OCIO ETF (OCIO, ETF).

5-Year PerformanceDIM has outperformed OCIO, delivering a return of +8.3% compared to +7.1%

DIM vs OCIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DIM(ETF)	OCIO(ETF)
Net Assets	$168M	$168M
Expense Ratio	0.58%	0.65%
Max Drawdown	64.74%	24.21%
Sharpe Ratio	1.24	1.38
5Y Beta	0.63	0.67
5Y Dividends CAGR	11.55%	37.92%

Net Assets

DIM

$168M

OCIO

$168M

Expense Ratio

Winner

DIM

0.58%

OCIO

0.65%

Max Drawdown

DIM

64.74%

Winner

OCIO

24.21%

Sharpe Ratio

DIM

1.24

Winner

OCIO

1.38

5Y Beta

Winner

DIM

0.63

OCIO

0.67

5Y Dividends CAGR

DIM

11.55%

Winner

OCIO

37.92%

DIM vs OCIO - Historical Returns

Returns include dividend reinvestment.

Period	DIM	OCIO
1 month	-0.37%	+1.53%
3 months	+6.01%	+8.77%
6 months	+10.64%	+9.00%
1 year	+20.38%	+18.79%
5 years(CAGR)	+8.31%	+7.14%
10 years(CAGR)	+8.52%	+7.88%
Max(CAGR)	+6.30%	+7.88%

DIM

-0.37%

Winner

OCIO

+1.53%

DIM

+6.01%

Winner

OCIO

+8.77%

Winner

DIM

+10.64%

OCIO

+9.00%

Winner

DIM

+20.38%

OCIO

+18.79%

5Y(CAGR)

Winner

DIM

+8.31%

OCIO

+7.14%

10Y(CAGR)

Winner

DIM

+8.52%

OCIO

+7.88%

Max(CAGR)

DIM

+6.30%

Winner

OCIO

+7.88%

DIM vs OCIO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DIM	OCIO
2026	+8.09%	+7.47%
2025	+37.95%	+12.71%
2024	+4.74%	+13.52%
2023	+14.80%	+12.00%
2022	-14.45%	-12.35%
2021	+9.38%	+13.76%
2020	-1.25%	+10.82%
2019	+20.25%	+18.36%
2018	-15.85%	-10.17%
2017	+27.34%	+8.98%
2016	+4.88%	N/A
2015	+2.70%	N/A
2014	-0.75%	N/A
2013	+19.61%	N/A
2012	+17.68%	N/A
2011	-14.32%	N/A
2010	+8.60%	N/A
2009	+32.54%	N/A
2008	-41.12%	N/A
2007	+7.23%	N/A
2006	+27.13%	N/A

DIM vs OCIO Drawdown Comparison

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

The maximum drawdown for OCIO was -24.21%, occurring on Mar 19, 2020. Recovery took 121 trading sessions.

The current DIM drawdown is -1.93%. The current OCIO drawdown is -1.48%.

Rank	DIM	OCIO
#1	-61.43% Oct 31, 2007 - Oct 18, 2013	-24.21% Feb 12, 2020 - Aug 5, 2020
#2	-40.87% Jan 26, 2018 - Mar 12, 2021	-18.75% Dec 29, 2021 - Mar 7, 2024
#3	-30.73% Sep 3, 2021 - May 15, 2024	-14.40% Jan 26, 2018 - Nov 19, 2019
#4	-20.59% May 15, 2015 - Mar 16, 2017	-13.31% Feb 13, 2025 - Jun 30, 2025
#5	-14.20% Jul 12, 2007 - Oct 29, 2007	-6.98% Feb 25, 2026 - Apr 16, 2026
#6	-13.93% Jul 3, 2014 - Apr 23, 2015	-6.69% Jul 16, 2024 - Sep 19, 2024
#7	-12.13% Mar 19, 2025 - Apr 24, 2025	-4.75% Sep 2, 2020 - Nov 9, 2020
#8	-10.56% Feb 25, 2026 - Mar 20, 2026	-4.35% Mar 28, 2024 - May 15, 2024
#9	-9.98% Sep 26, 2024 - Mar 5, 2025	-4.27% Oct 27, 2025 - Dec 23, 2025
#10	-8.46% Feb 26, 2007 - Mar 21, 2007	-3.92% Jun 2, 2026 - Jun 10, 2026
#11	-6.28% Jul 16, 2024 - Aug 19, 2024	-3.62% Sep 3, 2021 - Nov 1, 2021
#12	-6.21% Jan 16, 2014 - Feb 18, 2014	-3.52% Nov 8, 2021 - Dec 27, 2021
#13	-5.35% Jul 3, 2006 - Jul 28, 2006	-3.19% Dec 6, 2024 - Jan 22, 2025
#14	-5.23% Jun 14, 2021 - Aug 13, 2021	-3.04% Feb 12, 2021 - Apr 1, 2021
#15	-4.94% Oct 22, 2013 - Dec 31, 2013	-2.85% May 7, 2021 - Jun 1, 2021

Correlation

Correlation between DIM and OCIO is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2006 - 2026)

DIM vs OCIO dividend yield comparison.

Year	DIM	OCIO
2026	0.07%	0.21%
2025	3.21%	10.27%
2024	3.58%	1.87%
2023	4.62%	2.32%
2022	3.96%	3.21%
2021	3.65%	2.83%
2020	2.53%	2.90%
2019	3.26%	2.22%
2018	3.28%	0.01%
2017	2.57%	1.68%
2016	2.94%	0.00%
2015	2.81%	0.00%
2014	3.46%	0.00%
2013	3.10%	0.00%
2012	2.95%	0.00%
2011	4.49%	0.00%
2010	2.82%	0.00%
2009	2.60%	0.00%
2008	5.92%	0.00%
2007	2.90%	0.00%
2006	0.59%	0.00%