OCIO vs DIM

Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF).

5-Year PerformanceDIM has outperformed OCIO, delivering a return of +8.3% compared to +7.1%

OCIO vs DIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCIO(ETF)	DIM(ETF)
Net Assets	$168M	$168M
Expense Ratio	0.65%	0.58%
Max Drawdown	24.21%	64.74%
Sharpe Ratio	1.36	1.21
5Y Beta	0.67	0.63
5Y Dividends CAGR	37.92%	11.55%

Net Assets

OCIO

$168M

DIM

$168M

Expense Ratio

OCIO

0.65%

Winner

DIM

0.58%

Max Drawdown

Winner

OCIO

24.21%

DIM

64.74%

Sharpe Ratio

Winner

OCIO

1.36

DIM

1.21

5Y Beta

OCIO

0.67

Winner

DIM

0.63

5Y Dividends CAGR

Winner

OCIO

37.92%

DIM

11.55%

OCIO vs DIM - Historical Returns

Returns include dividend reinvestment.

Period	OCIO	DIM
1 month	+1.53%	-0.37%
3 months	+8.77%	+6.01%
6 months	+9.00%	+10.64%
1 year	+18.79%	+20.38%
5 years(CAGR)	+7.14%	+8.31%
10 years(CAGR)	+7.88%	+8.52%
Max(CAGR)	+7.88%	+6.30%

Winner

OCIO

+1.53%

DIM

-0.37%

Winner

OCIO

+8.77%

DIM

+6.01%

OCIO

+9.00%

Winner

DIM

+10.64%

OCIO

+18.79%

Winner

DIM

+20.38%

5Y(CAGR)

OCIO

+7.14%

Winner

DIM

+8.31%

10Y(CAGR)

OCIO

+7.88%

Winner

DIM

+8.52%

Max(CAGR)

Winner

OCIO

+7.88%

DIM

+6.30%

OCIO vs DIM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	OCIO	DIM
2026	+7.47%	+8.09%
2025	+12.71%	+37.95%
2024	+13.52%	+4.74%
2023	+12.00%	+14.80%
2022	-12.35%	-14.45%
2021	+13.76%	+9.38%
2020	+10.82%	-1.25%
2019	+18.36%	+20.25%
2018	-10.17%	-15.85%
2017	+8.98%	+27.34%
2016	N/A	+4.88%
2015	N/A	+2.70%
2014	N/A	-0.75%
2013	N/A	+19.61%
2012	N/A	+17.68%
2011	N/A	-14.32%
2010	N/A	+8.60%
2009	N/A	+32.54%
2008	N/A	-41.12%
2007	N/A	+7.23%
2006	N/A	+27.13%

OCIO vs DIM Drawdown Comparison

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

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

The current OCIO drawdown is -1.48%. The current DIM drawdown is -1.93%.

Rank	OCIO	DIM
#1	-24.21% Feb 12, 2020 - Aug 5, 2020	-61.43% Oct 31, 2007 - Oct 18, 2013
#2	-18.75% Dec 29, 2021 - Mar 7, 2024	-40.87% Jan 26, 2018 - Mar 12, 2021
#3	-14.40% Jan 26, 2018 - Nov 19, 2019	-30.73% Sep 3, 2021 - May 15, 2024
#4	-13.31% Feb 13, 2025 - Jun 30, 2025	-20.59% May 15, 2015 - Mar 16, 2017
#5	-6.98% Feb 25, 2026 - Apr 16, 2026	-14.20% Jul 12, 2007 - Oct 29, 2007
#6	-6.69% Jul 16, 2024 - Sep 19, 2024	-13.93% Jul 3, 2014 - Apr 23, 2015
#7	-4.75% Sep 2, 2020 - Nov 9, 2020	-12.13% Mar 19, 2025 - Apr 24, 2025
#8	-4.35% Mar 28, 2024 - May 15, 2024	-10.56% Feb 25, 2026 - Mar 20, 2026
#9	-4.27% Oct 27, 2025 - Dec 23, 2025	-9.98% Sep 26, 2024 - Mar 5, 2025
#10	-3.92% Jun 2, 2026 - Jun 10, 2026	-8.46% Feb 26, 2007 - Mar 21, 2007
#11	-3.62% Sep 3, 2021 - Nov 1, 2021	-6.28% Jul 16, 2024 - Aug 19, 2024
#12	-3.52% Nov 8, 2021 - Dec 27, 2021	-6.21% Jan 16, 2014 - Feb 18, 2014
#13	-3.19% Dec 6, 2024 - Jan 22, 2025	-5.35% Jul 3, 2006 - Jul 28, 2006
#14	-3.04% Feb 12, 2021 - Apr 1, 2021	-5.23% Jun 14, 2021 - Aug 13, 2021
#15	-2.85% May 7, 2021 - Jun 1, 2021	-4.94% Oct 22, 2013 - Dec 31, 2013

Correlation

Correlation between OCIO and DIM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2006 - 2026)

OCIO vs DIM dividend yield comparison.

Year	OCIO	DIM
2026	0.21%	0.07%
2025	10.27%	3.21%
2024	1.87%	3.58%
2023	2.32%	4.62%
2022	3.21%	3.96%
2021	2.83%	3.65%
2020	2.90%	2.53%
2019	2.22%	3.26%
2018	0.01%	3.28%
2017	1.68%	2.57%
2016	0.00%	2.94%
2015	0.00%	2.81%
2014	0.00%	3.46%
2013	0.00%	3.10%
2012	0.00%	2.95%
2011	0.00%	4.49%
2010	0.00%	2.82%
2009	0.00%	2.60%
2008	0.00%	5.92%
2007	0.00%	2.90%
2006	0.00%	0.59%