ESUM vs OCIO

Comparison between Eventide US Market ETF (ESUM, ETF) and CLEARSHARES OCIO ETF (OCIO, ETF).

ESUM vs OCIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ESUM(ETF)	OCIO(ETF)
Net Assets	$168M	$168M
Expense Ratio	0.39%	0.65%
Max Drawdown	8.28%	24.21%
Sharpe Ratio	0.87	1.38
5Y Beta	0.98	0.67
P/E Ratio	31.57	N/A
Forward P/E	21.59	N/A
5Y Dividends CAGR	N/A	37.92%
5Y EPS CAGR	25.58%	N/A
P/S Ratio	3.56	N/A
P/B Ratio	5.62	N/A

Net Assets

ESUM

$168M

Winner

OCIO

$168M

Expense Ratio

Winner

ESUM

0.39%

OCIO

0.65%

Max Drawdown

Winner

ESUM

8.28%

OCIO

24.21%

Sharpe Ratio

ESUM

0.87

Winner

OCIO

1.38

5Y Beta

ESUM

0.98

Winner

OCIO

0.67

P/E Ratio

ESUM

31.57

OCIO

N/A

Forward P/E

ESUM

21.59

OCIO

N/A

5Y Dividends CAGR

ESUM

N/A

OCIO

37.92%

5Y EPS CAGR

ESUM

25.58%

OCIO

N/A

P/S Ratio

ESUM

3.56

OCIO

N/A

P/B Ratio

ESUM

5.62

OCIO

N/A

ESUM vs OCIO - Historical Returns

Returns include dividend reinvestment.

Period	ESUM	OCIO
1 month	+3.53%	+1.53%
3 months	+12.73%	+8.77%
6 months	+10.54%	+9.00%
1 year	N/A	+18.79%
5 years(CAGR)	N/A	+7.14%
10 years(CAGR)	N/A	+7.88%
Max(CAGR)	+16.18%	+7.88%

Winner

ESUM

+3.53%

OCIO

+1.53%

Winner

ESUM

+12.73%

OCIO

+8.77%

Winner

ESUM

+10.54%

OCIO

+9.00%

ESUM

N/A

OCIO

+18.79%

5Y(CAGR)

ESUM

N/A

OCIO

+7.14%

10Y(CAGR)

ESUM

N/A

OCIO

+7.88%

Max(CAGR)

Winner

ESUM

+16.18%

OCIO

+7.88%

ESUM vs OCIO - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	ESUM	OCIO
2026	+10.49%	+7.47%
2025	+1.23%	+12.71%
2024	N/A	+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%

ESUM vs OCIO Drawdown Comparison

The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.

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

The current ESUM drawdown is -1.58%. The current OCIO drawdown is -1.48%.

Rank	ESUM	OCIO
#1	-8.13% Jan 28, 2026 - Apr 17, 2026	-24.21% Feb 12, 2020 - Aug 5, 2020
#2	-6.03% Oct 27, 2025 - Jan 12, 2026	-18.75% Dec 29, 2021 - Mar 7, 2024
#3	-4.41% Jun 2, 2026 - Jun 10, 2026	-14.40% Jan 26, 2018 - Nov 19, 2019
#4	-2.90% Oct 8, 2025 - Oct 24, 2025	-13.31% Feb 13, 2025 - Jun 30, 2025
#5	-2.01% Jan 12, 2026 - Jan 26, 2026	-6.98% Feb 25, 2026 - Apr 16, 2026
#6	-1.92% Sep 11, 2025 - Oct 2, 2025	-6.69% Jul 16, 2024 - Sep 19, 2024
#7	-1.75% May 14, 2026 - May 22, 2026	-4.75% Sep 2, 2020 - Nov 9, 2020
#8	-1.41% Apr 27, 2026 - May 5, 2026	-4.35% Mar 28, 2024 - May 15, 2024
#9	-1.00% Aug 29, 2025 - Sep 4, 2025	-4.27% Oct 27, 2025 - Dec 23, 2025
#10	-0.66% May 11, 2026 - May 14, 2026	-3.92% Jun 2, 2026 - Jun 10, 2026
#11	-0.59% May 26, 2026 - May 29, 2026	-3.62% Sep 3, 2021 - Nov 1, 2021
#12	-0.53% Oct 6, 2025 - Oct 8, 2025	-3.52% Nov 8, 2021 - Dec 27, 2021
#13	-0.52% May 6, 2026 - May 11, 2026	-3.19% Dec 6, 2024 - Jan 22, 2025
#14	-0.35% Apr 20, 2026 - Apr 22, 2026	-3.04% Feb 12, 2021 - Apr 1, 2021
#15	-0.21% Apr 22, 2026 - Apr 24, 2026	-2.85% May 7, 2021 - Jun 1, 2021