OCIO vs BBBI
Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI, ETF).
OCIO vs BBBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OCIO
$168M
Winner
BBBI
$168M
Expense Ratio
OCIO
0.65%
Winner
BBBI
0.19%
Max Drawdown
OCIO
24.21%
Winner
BBBI
5.71%
Sharpe Ratio
Winner
OCIO
1.38
BBBI
0.57
5Y Beta
OCIO
0.67
Winner
BBBI
0.10
5Y Dividends CAGR
OCIO
37.92%
BBBI
N/A
OCIO vs BBBI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OCIO
+3.40%
BBBI
+1.03%
3M
Winner
OCIO
+9.72%
BBBI
+1.05%
6M
Winner
OCIO
+10.26%
BBBI
+1.05%
1Y
Winner
OCIO
+20.71%
BBBI
+6.11%
5Y(CAGR)
OCIO
+7.45%
BBBI
N/A
10Y(CAGR)
OCIO
+8.04%
BBBI
N/A
Max(CAGR)
Winner
OCIO
+8.04%
BBBI
+5.93%
OCIO vs BBBI - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | OCIO | BBBI |
|---|---|---|
| 2026 | +8.96% | +0.63% |
| 2025 | +12.71% | +9.21% |
| 2024 | +13.52% | +4.36% |
| 2023 | +12.00% | N/A |
| 2022 | -12.35% | N/A |
| 2021 | +13.76% | N/A |
| 2020 | +10.82% | N/A |
| 2019 | +18.36% | N/A |
| 2018 | -10.17% | N/A |
| 2017 | +8.98% | N/A |
OCIO vs BBBI Drawdown Comparison
The maximum drawdown for OCIO was -24.21%, occurring on Mar 19, 2020. Recovery took 121 trading sessions.
The maximum drawdown for BBBI was -4.11%, occurring on Jan 13, 2025. Recovery took 126 trading sessions.
The current OCIO drawdown is -0.11%. The current BBBI drawdown is -0.90%.
| Rank | OCIO | BBBI |
|---|---|---|
| #1 | -24.21% Feb 12, 2020 - Aug 5, 2020 | -4.11% Oct 1, 2024 - Apr 3, 2025 |
| #2 | -18.75% Dec 29, 2021 - Mar 7, 2024 | -3.33% Feb 1, 2024 - Jun 5, 2024 |
| #3 | -14.40% Jan 26, 2018 - Nov 19, 2019 | -3.30% Apr 3, 2025 - Jun 4, 2025 |
| #4 | -13.31% Feb 13, 2025 - Jun 30, 2025 | -2.94% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -6.98% Feb 25, 2026 - Apr 16, 2026 | -1.24% Oct 27, 2025 - Nov 26, 2025 |
| #6 | -6.69% Jul 16, 2024 - Sep 19, 2024 | -1.08% Jun 13, 2024 - Jul 5, 2024 |
| #7 | -4.75% Sep 2, 2020 - Nov 9, 2020 | -1.01% Aug 2, 2024 - Aug 13, 2024 |
| #8 | -4.35% Mar 28, 2024 - May 15, 2024 | -0.98% Jun 30, 2025 - Jul 22, 2025 |
| #9 | -4.27% Oct 27, 2025 - Dec 23, 2025 | -0.85% Jun 5, 2024 - Jun 13, 2024 |
| #10 | -3.92% Jun 2, 2026 - Jun 10, 2026 | -0.84% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -3.62% Sep 3, 2021 - Nov 1, 2021 | -0.80% Jul 17, 2024 - Jul 29, 2024 |
| #12 | -3.52% Nov 8, 2021 - Dec 27, 2021 | -0.76% Jan 14, 2026 - Feb 5, 2026 |
| #13 | -3.19% Dec 6, 2024 - Jan 22, 2025 | -0.75% Jun 4, 2025 - Jun 12, 2025 |
| #14 | -3.04% Feb 12, 2021 - Apr 1, 2021 | -0.61% Nov 26, 2025 - Dec 26, 2025 |
| #15 | -2.85% May 7, 2021 - Jun 1, 2021 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between OCIO and BBBI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2017 - 2026)
OCIO vs BBBI dividend yield comparison.
| Year | OCIO | BBBI |
|---|---|---|
| 2026 | 0.21% | 1.92% |
| 2025 | 10.27% | 4.90% |
| 2024 | 1.87% | 4.61% |
| 2023 | 2.32% | 0.00% |
| 2022 | 3.21% | 0.00% |
| 2021 | 2.83% | 0.00% |
| 2020 | 2.90% | 0.00% |
| 2019 | 2.22% | 0.00% |
| 2018 | 0.01% | 0.00% |
| 2017 | 1.68% | 0.00% |
Select Stocks to Compare
Popular: OCIO vs SPYBBBI vs SPY
More Comparisons
Compare with similar stocks