IQSZ vs OCIO

Comparison between Invesco Managed Futures Strategy ETF Global Equity Net Zero (IQSZ, ETF) and CLEARSHARES OCIO ETF (OCIO, ETF).

IQSZ vs OCIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQSZ(ETF)	OCIO(ETF)
Net Assets	$170M	$170M
Expense Ratio	0.19%	0.65%
Max Drawdown	9.53%	24.21%
Sharpe Ratio	1.43	0.93
5Y Beta	1.05	0.68
P/E Ratio	24.36	N/A
Forward P/E	19.22	N/A
PEG Ratio	0.24	N/A
5Y Dividends CAGR	N/A	36.71%
5Y EPS CAGR	23.43%	N/A
P/S Ratio	2.20	N/A
P/B Ratio	4.86	N/A

Net Assets

IQSZ

$170M

Winner

OCIO

$170M

Expense Ratio

Winner

IQSZ

0.19%

OCIO

0.65%

Max Drawdown

Winner

IQSZ

9.53%

OCIO

24.21%

Sharpe Ratio

Winner

IQSZ

1.43

OCIO

0.93

5Y Beta

IQSZ

1.05

Winner

OCIO

0.68

P/E Ratio

IQSZ

24.36

OCIO

N/A

Forward P/E

IQSZ

19.22

OCIO

N/A

PEG Ratio

IQSZ

0.24

OCIO

N/A

5Y Dividends CAGR

IQSZ

N/A

OCIO

36.71%

5Y EPS CAGR

IQSZ

23.43%

OCIO

N/A

P/S Ratio

IQSZ

2.20

OCIO

N/A

P/B Ratio

IQSZ

4.86

OCIO

N/A

IQSZ vs OCIO - Historical Returns

Returns include dividend reinvestment.

Period	IQSZ	OCIO
1 month	-0.09%	-0.77%
3 months	+5.10%	+3.17%
6 months	+9.59%	+5.24%
1 year	+24.37%	+13.56%
5 years(CAGR)	N/A	+6.78%
10 years(CAGR)	N/A	+7.64%
Max(CAGR)	+26.81%	+7.64%

Winner

IQSZ

-0.09%

OCIO

-0.77%

Winner

IQSZ

+5.10%

OCIO

+3.17%

Winner

IQSZ

+9.59%

OCIO

+5.24%

Winner

IQSZ

+24.37%

OCIO

+13.56%

5Y(CAGR)

IQSZ

N/A

OCIO

+6.78%

10Y(CAGR)

IQSZ

N/A

OCIO

+7.64%

Max(CAGR)

Winner

IQSZ

+26.81%

OCIO

+7.64%

IQSZ vs OCIO - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	IQSZ	OCIO
2026	+11.63%	+6.22%
2025	+13.35%	+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%

IQSZ vs OCIO Drawdown Comparison

The maximum drawdown for IQSZ was -9.13%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

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

The current IQSZ drawdown is -2.21%. The current OCIO drawdown is -2.67%.

Rank	IQSZ	OCIO
#1	-9.13% Feb 25, 2026 - Apr 14, 2026	-24.21% Feb 12, 2020 - Aug 5, 2020
#2	-4.82% Nov 12, 2025 - Dec 3, 2025	-18.75% Dec 29, 2021 - Mar 7, 2024
#3	-4.10% Jun 2, 2026 - Jun 15, 2026	-14.40% Jan 26, 2018 - Nov 19, 2019
#4	-3.39% Oct 6, 2025 - Oct 24, 2025	-13.31% Feb 13, 2025 - Jun 30, 2025
#5	-2.86% Jul 23, 2025 - Aug 12, 2025	-6.98% Feb 25, 2026 - Apr 16, 2026
#6	-2.49% Jun 15, 2026 - Jun 24, 2026	-6.69% Jul 16, 2024 - Sep 19, 2024
#7	-2.26% May 14, 2026 - May 26, 2026	-4.75% Sep 2, 2020 - Nov 9, 2020
#8	-2.24% Jan 12, 2026 - Jan 26, 2026	-4.35% Mar 28, 2024 - May 15, 2024
#9	-2.24% Jan 27, 2026 - Feb 6, 2026	-4.27% Oct 27, 2025 - Dec 23, 2025
#10	-2.03% Dec 11, 2025 - Dec 22, 2025	-3.92% Jun 2, 2026 - Jun 22, 2026
#11	-1.71% Oct 28, 2025 - Nov 11, 2025	-3.62% Sep 3, 2021 - Nov 1, 2021
#12	-1.52% Feb 11, 2026 - Feb 25, 2026	-3.52% Nov 8, 2021 - Dec 27, 2021
#13	-1.39% Sep 22, 2025 - Oct 1, 2025	-3.19% Dec 6, 2024 - Jan 22, 2025
#14	-1.35% Aug 22, 2025 - Sep 5, 2025	-3.13% Jun 22, 2026 - Jul 20, 2026
#15	-1.24% Apr 17, 2026 - Apr 30, 2026	-3.04% Feb 12, 2021 - Apr 1, 2021