FINX vs OCIO

Comparison between GLOBAL X FINTECH ETF (FINX, ETF) and CLEARSHARES OCIO ETF (OCIO, ETF).

5-Year PerformanceOCIO has outperformed FINX, delivering a return of +6.8% compared to -10.6%

FINX vs OCIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FINX(ETF)	OCIO(ETF)
Net Assets	$170M	$170M
Expense Ratio	0.68%	0.65%
Max Drawdown	65.57%	24.21%
Sharpe Ratio	-1.07	0.93
5Y Beta	1.38	0.68
P/E Ratio	31.27	N/A
Forward P/E	11.70	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	N/A	36.71%
Debt to Equity	60.68%	N/A
P/S Ratio	2.10	N/A
P/B Ratio	2.08	N/A

Net Assets

Winner

FINX

$170M

OCIO

$170M

Expense Ratio

FINX

0.68%

Winner

OCIO

0.65%

Max Drawdown

FINX

65.57%

Winner

OCIO

24.21%

Sharpe Ratio

FINX

-1.07

Winner

OCIO

0.93

5Y Beta

FINX

1.38

Winner

OCIO

0.68

P/E Ratio

FINX

31.27

OCIO

N/A

Forward P/E

FINX

11.70

OCIO

N/A

PEG Ratio

FINX

0.37

OCIO

N/A

5Y Dividends CAGR

FINX

N/A

OCIO

36.71%

Debt to Equity

FINX

60.68%

OCIO

N/A

P/S Ratio

FINX

2.10

OCIO

N/A

P/B Ratio

FINX

2.08

OCIO

N/A

FINX vs OCIO - Historical Returns

Returns include dividend reinvestment.

Period	FINX	OCIO
1 month	+3.55%	-0.77%
3 months	-1.63%	+3.17%
6 months	-13.44%	+5.24%
1 year	-28.26%	+13.56%
5 years(CAGR)	-10.60%	+6.78%
10 years(CAGR)	+6.21%	+7.64%
Max(CAGR)	+6.21%	+7.64%

Winner

FINX

+3.55%

OCIO

-0.77%

FINX

-1.63%

Winner

OCIO

+3.17%

FINX

-13.44%

Winner

OCIO

+5.24%

FINX

-28.26%

Winner

OCIO

+13.56%

5Y(CAGR)

FINX

-10.60%

Winner

OCIO

+6.78%

10Y(CAGR)

FINX

+6.21%

Winner

OCIO

+7.64%

Max(CAGR)

FINX

+6.21%

Winner

OCIO

+7.64%

FINX vs OCIO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	FINX	OCIO
2026	-14.68%	+6.22%
2025	-5.31%	+12.71%
2024	+26.80%	+13.52%
2023	+33.02%	+12.00%
2022	-52.02%	-12.35%
2021	-9.02%	+13.76%
2020	+51.46%	+10.82%
2019	+37.21%	+18.36%
2018	+0.02%	-10.17%
2017	+48.69%	+8.98%
2016	-1.91%	N/A

FINX vs OCIO Drawdown Comparison

The maximum drawdown for FINX was -63.56%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

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

The current FINX drawdown is -48.92%. The current OCIO drawdown is -2.67%.

Rank	FINX	OCIO
#1	-63.56% Oct 25, 2021 - Oct 27, 2023	-24.21% Feb 12, 2020 - Aug 5, 2020
#2	-40.98% Feb 19, 2020 - Jul 6, 2020	-18.75% Dec 29, 2021 - Mar 7, 2024
#3	-29.34% Sep 4, 2018 - Jun 10, 2019	-14.40% Jan 26, 2018 - Nov 19, 2019
#4	-21.61% Feb 16, 2021 - Oct 25, 2021	-13.31% Feb 13, 2025 - Jun 30, 2025
#5	-12.26% Jul 26, 2019 - Jan 13, 2020	-6.98% Feb 25, 2026 - Apr 16, 2026
#6	-11.47% Oct 12, 2020 - Nov 19, 2020	-6.69% Jul 16, 2024 - Sep 19, 2024
#7	-9.46% Jan 26, 2018 - Mar 12, 2018	-4.75% Sep 2, 2020 - Nov 9, 2020
#8	-9.26% Sep 2, 2020 - Oct 8, 2020	-4.35% Mar 28, 2024 - May 15, 2024
#9	-7.64% Mar 20, 2018 - May 9, 2018	-4.27% Oct 27, 2025 - Dec 23, 2025
#10	-6.38% Oct 3, 2016 - Feb 6, 2017	-3.92% Jun 2, 2026 - Jun 22, 2026
#11	-5.95% Jul 25, 2018 - Aug 22, 2018	-3.62% Sep 3, 2021 - Nov 1, 2021
#12	-5.64% Jun 20, 2018 - Jul 18, 2018	-3.52% Nov 8, 2021 - Dec 27, 2021
#13	-5.64% Jan 21, 2021 - Feb 4, 2021	-3.19% Dec 6, 2024 - Jan 22, 2025
#14	-3.95% Nov 24, 2017 - Jan 3, 2018	-3.13% Jun 22, 2026 - Jul 20, 2026
#15	-3.78% Aug 6, 2020 - Aug 20, 2020	-3.04% Feb 12, 2021 - Apr 1, 2021