OCIO vs ESUM

Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and Eventide US Market ETF (ESUM, ETF).

OCIO vs ESUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCIO(ETF)	ESUM(ETF)
Net Assets	$168M	$168M
Expense Ratio	0.65%	0.39%
Max Drawdown	24.21%	8.28%
Sharpe Ratio	1.36	0.79
5Y Beta	0.67	0.98
P/E Ratio	N/A	31.57
Forward P/E	N/A	21.59
5Y Dividends CAGR	37.92%	N/A
5Y EPS CAGR	N/A	25.58%
P/S Ratio	N/A	3.56
P/B Ratio	N/A	5.62

Net Assets

Winner

OCIO

$168M

ESUM

$168M

Expense Ratio

OCIO

0.65%

Winner

ESUM

0.39%

Max Drawdown

OCIO

24.21%

Winner

ESUM

8.28%

Sharpe Ratio

Winner

OCIO

1.36

ESUM

0.79

5Y Beta

Winner

OCIO

0.67

ESUM

0.98

P/E Ratio

OCIO

N/A

ESUM

31.57

Forward P/E

OCIO

N/A

ESUM

21.59

5Y Dividends CAGR

OCIO

37.92%

ESUM

N/A

5Y EPS CAGR

OCIO

N/A

ESUM

25.58%

P/S Ratio

OCIO

N/A

ESUM

3.56

P/B Ratio

OCIO

N/A

ESUM

5.62

OCIO vs ESUM - Historical Returns

Returns include dividend reinvestment.

Period	OCIO	ESUM
1 month	+1.53%	+3.53%
3 months	+8.77%	+12.73%
6 months	+9.00%	+10.54%
1 year	+18.79%	N/A
5 years(CAGR)	+7.14%	N/A
10 years(CAGR)	+7.88%	N/A
Max(CAGR)	+7.88%	+16.18%

OCIO

+1.53%

Winner

ESUM

+3.53%

OCIO

+8.77%

Winner

ESUM

+12.73%

OCIO

+9.00%

Winner

ESUM

+10.54%

OCIO

+18.79%

ESUM

N/A

5Y(CAGR)

OCIO

+7.14%

ESUM

N/A

10Y(CAGR)

OCIO

+7.88%

ESUM

N/A

Max(CAGR)

OCIO

+7.88%

Winner

ESUM

+16.18%

OCIO vs ESUM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OCIO	ESUM
2026	+7.47%	+10.49%
2025	+12.71%	+1.23%
2024	+13.52%	N/A
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 ESUM Drawdown Comparison

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

The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.

The current OCIO drawdown is -1.48%. The current ESUM drawdown is -1.58%.

Rank	OCIO	ESUM
#1	-24.21% Feb 12, 2020 - Aug 5, 2020	-8.13% Jan 28, 2026 - Apr 17, 2026
#2	-18.75% Dec 29, 2021 - Mar 7, 2024	-6.03% Oct 27, 2025 - Jan 12, 2026
#3	-14.40% Jan 26, 2018 - Nov 19, 2019	-4.41% Jun 2, 2026 - Jun 10, 2026
#4	-13.31% Feb 13, 2025 - Jun 30, 2025	-2.90% Oct 8, 2025 - Oct 24, 2025
#5	-6.98% Feb 25, 2026 - Apr 16, 2026	-2.01% Jan 12, 2026 - Jan 26, 2026
#6	-6.69% Jul 16, 2024 - Sep 19, 2024	-1.92% Sep 11, 2025 - Oct 2, 2025
#7	-4.75% Sep 2, 2020 - Nov 9, 2020	-1.75% May 14, 2026 - May 22, 2026
#8	-4.35% Mar 28, 2024 - May 15, 2024	-1.41% Apr 27, 2026 - May 5, 2026
#9	-4.27% Oct 27, 2025 - Dec 23, 2025	-1.00% Aug 29, 2025 - Sep 4, 2025
#10	-3.92% Jun 2, 2026 - Jun 10, 2026	-0.66% May 11, 2026 - May 14, 2026
#11	-3.62% Sep 3, 2021 - Nov 1, 2021	-0.59% May 26, 2026 - May 29, 2026
#12	-3.52% Nov 8, 2021 - Dec 27, 2021	-0.53% Oct 6, 2025 - Oct 8, 2025
#13	-3.19% Dec 6, 2024 - Jan 22, 2025	-0.52% May 6, 2026 - May 11, 2026
#14	-3.04% Feb 12, 2021 - Apr 1, 2021	-0.35% Apr 20, 2026 - Apr 22, 2026
#15	-2.85% May 7, 2021 - Jun 1, 2021	-0.21% Apr 22, 2026 - Apr 24, 2026