HIDV vs OCIO

Comparison between AB US HIGH DIVIDEND ETF (HIDV, ETF) and CLEARSHARES OCIO ETF (OCIO, ETF).

HIDV vs OCIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIDV(ETF)	OCIO(ETF)
Net Assets	$178M	$178M
Expense Ratio	0.35%	0.65%
Max Drawdown	19.50%	24.21%
Sharpe Ratio	1.75	1.29
5Y Beta	0.92	0.67
P/E Ratio	22.44	N/A
Forward P/E	14.67	N/A
PEG Ratio	0.38	N/A
5Y Dividends CAGR	N/A	37.92%
5Y EPS CAGR	23.99%	N/A
Debt to Equity	-3.62%	N/A
P/S Ratio	1.72	N/A
P/B Ratio	2.94	N/A

Net Assets

HIDV

$178M

Winner

OCIO

$178M

Expense Ratio

Winner

HIDV

0.35%

OCIO

0.65%

Max Drawdown

Winner

HIDV

19.50%

OCIO

24.21%

Sharpe Ratio

Winner

HIDV

1.75

OCIO

1.29

5Y Beta

HIDV

0.92

Winner

OCIO

0.67

P/E Ratio

HIDV

22.44

OCIO

N/A

Forward P/E

HIDV

14.67

OCIO

N/A

PEG Ratio

HIDV

0.38

OCIO

N/A

5Y Dividends CAGR

HIDV

N/A

OCIO

37.92%

5Y EPS CAGR

HIDV

23.99%

OCIO

N/A

Debt to Equity

HIDV

-3.62%

OCIO

N/A

P/S Ratio

HIDV

1.72

OCIO

N/A

P/B Ratio

HIDV

2.94

OCIO

N/A

HIDV vs OCIO - Historical Returns

Returns include dividend reinvestment.

Period	HIDV	OCIO
1 month	+2.36%	+0.97%
3 months	+8.49%	+5.19%
6 months	+9.93%	+6.76%
1 year	+27.45%	+17.84%
5 years(CAGR)	N/A	+6.86%
10 years(CAGR)	N/A	+7.70%
Max(CAGR)	+22.80%	+7.70%

Winner

HIDV

+2.36%

OCIO

+0.97%

Winner

HIDV

+8.49%

OCIO

+5.19%

Winner

HIDV

+9.93%

OCIO

+6.76%

Winner

HIDV

+27.45%

OCIO

+17.84%

5Y(CAGR)

HIDV

N/A

OCIO

+6.86%

10Y(CAGR)

HIDV

N/A

OCIO

+7.70%

Max(CAGR)

Winner

HIDV

+22.80%

OCIO

+7.70%

HIDV vs OCIO - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	HIDV	OCIO
2026	+8.88%	+5.68%
2025	+14.97%	+12.71%
2024	+26.32%	+13.52%
2023	+22.21%	+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%

HIDV vs OCIO Drawdown Comparison

The maximum drawdown for HIDV was -18.76%, occurring on Apr 8, 2025. Recovery took 92 trading sessions.

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

The current HIDV drawdown is -2.34%. The current OCIO drawdown is -3.11%.

Rank	HIDV	OCIO
#1	-18.76% Feb 19, 2025 - Jul 2, 2025	-24.21% Feb 12, 2020 - Aug 5, 2020
#2	-10.01% Jul 31, 2023 - Dec 1, 2023	-18.75% Dec 29, 2021 - Mar 7, 2024
#3	-9.56% Feb 11, 2026 - Apr 16, 2026	-14.40% Jan 26, 2018 - Nov 19, 2019
#4	-7.35% Jul 16, 2024 - Aug 23, 2024	-13.31% Feb 13, 2025 - Jun 30, 2025
#5	-4.98% Mar 28, 2024 - May 9, 2024	-6.98% Feb 25, 2026 - Apr 16, 2026
#6	-4.82% Dec 5, 2024 - Feb 18, 2025	-6.69% Jul 16, 2024 - Sep 19, 2024
#7	-4.58% Oct 28, 2025 - Nov 26, 2025	-4.75% Sep 2, 2020 - Nov 9, 2020
#8	-4.18% Aug 30, 2024 - Sep 19, 2024	-4.35% Mar 28, 2024 - May 15, 2024
#9	-3.74% Apr 28, 2023 - Jun 2, 2023	-4.27% Oct 27, 2025 - Dec 23, 2025
#10	-3.34% Oct 3, 2025 - Oct 27, 2025	-3.62% Sep 3, 2021 - Nov 1, 2021
#11	-3.10% Oct 18, 2024 - Nov 6, 2024	-3.52% Nov 8, 2021 - Dec 27, 2021
#12	-2.73% Jul 23, 2025 - Aug 12, 2025	-3.19% Dec 6, 2024 - Jan 22, 2025
#13	-2.40% Apr 19, 2023 - Apr 28, 2023	-3.11% Jun 2, 2026 - Jun 5, 2026
#14	-2.38% Dec 10, 2025 - Dec 22, 2025	-3.04% Feb 12, 2021 - Apr 1, 2021
#15	-2.34% Jun 2, 2026 - Jun 5, 2026	-2.85% May 7, 2021 - Jun 1, 2021