OCIO vs FINX

Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and GLOBAL X FINTECH ETF (FINX, ETF).

5-Year PerformanceOCIO has outperformed FINX, delivering a return of +6.8% compared to -10.6%

OCIO vs FINX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCIO(ETF)	FINX(ETF)
Net Assets	$170M	$170M
Expense Ratio	0.65%	0.68%
Max Drawdown	24.21%	65.57%
Sharpe Ratio	0.93	-1.07
5Y Beta	0.68	1.38
P/E Ratio	N/A	31.27
Forward P/E	N/A	11.70
PEG Ratio	N/A	0.37
5Y Dividends CAGR	36.71%	N/A
Debt to Equity	N/A	60.68%
P/S Ratio	N/A	2.10
P/B Ratio	N/A	2.08

Net Assets

OCIO

$170M

Winner

FINX

$170M

Expense Ratio

Winner

OCIO

0.65%

FINX

0.68%

Max Drawdown

Winner

OCIO

24.21%

FINX

65.57%

Sharpe Ratio

Winner

OCIO

0.93

FINX

-1.07

5Y Beta

Winner

OCIO

0.68

FINX

1.38

P/E Ratio

OCIO

N/A

FINX

31.27

Forward P/E

OCIO

N/A

FINX

11.70

PEG Ratio

OCIO

N/A

FINX

0.37

5Y Dividends CAGR

OCIO

36.71%

FINX

N/A

Debt to Equity

OCIO

N/A

FINX

60.68%

P/S Ratio

OCIO

N/A

FINX

2.10

P/B Ratio

OCIO

N/A

FINX

2.08

OCIO vs FINX - Historical Returns

Returns include dividend reinvestment.

Period	OCIO	FINX
1 month	-0.77%	+3.55%
3 months	+3.17%	-1.63%
6 months	+5.24%	-13.44%
1 year	+13.56%	-28.26%
5 years(CAGR)	+6.78%	-10.60%
10 years(CAGR)	+7.64%	+6.21%
Max(CAGR)	+7.64%	+6.21%

OCIO

-0.77%

Winner

FINX

+3.55%

Winner

OCIO

+3.17%

FINX

-1.63%

Winner

OCIO

+5.24%

FINX

-13.44%

Winner

OCIO

+13.56%

FINX

-28.26%

5Y(CAGR)

Winner

OCIO

+6.78%

FINX

-10.60%

10Y(CAGR)

Winner

OCIO

+7.64%

FINX

+6.21%

Max(CAGR)

Winner

OCIO

+7.64%

FINX

+6.21%

OCIO vs FINX - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	OCIO	FINX
2026	+6.22%	-14.68%
2025	+12.71%	-5.31%
2024	+13.52%	+26.80%
2023	+12.00%	+33.02%
2022	-12.35%	-52.02%
2021	+13.76%	-9.02%
2020	+10.82%	+51.46%
2019	+18.36%	+37.21%
2018	-10.17%	+0.02%
2017	+8.98%	+48.69%
2016	N/A	-1.91%

OCIO vs FINX Drawdown Comparison

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

The maximum drawdown for FINX was -63.56%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current OCIO drawdown is -2.67%. The current FINX drawdown is -48.92%.

Rank	OCIO	FINX
#1	-24.21% Feb 12, 2020 - Aug 5, 2020	-63.56% Oct 25, 2021 - Oct 27, 2023
#2	-18.75% Dec 29, 2021 - Mar 7, 2024	-40.98% Feb 19, 2020 - Jul 6, 2020
#3	-14.40% Jan 26, 2018 - Nov 19, 2019	-29.34% Sep 4, 2018 - Jun 10, 2019
#4	-13.31% Feb 13, 2025 - Jun 30, 2025	-21.61% Feb 16, 2021 - Oct 25, 2021
#5	-6.98% Feb 25, 2026 - Apr 16, 2026	-12.26% Jul 26, 2019 - Jan 13, 2020
#6	-6.69% Jul 16, 2024 - Sep 19, 2024	-11.47% Oct 12, 2020 - Nov 19, 2020
#7	-4.75% Sep 2, 2020 - Nov 9, 2020	-9.46% Jan 26, 2018 - Mar 12, 2018
#8	-4.35% Mar 28, 2024 - May 15, 2024	-9.26% Sep 2, 2020 - Oct 8, 2020
#9	-4.27% Oct 27, 2025 - Dec 23, 2025	-7.64% Mar 20, 2018 - May 9, 2018
#10	-3.92% Jun 2, 2026 - Jun 22, 2026	-6.38% Oct 3, 2016 - Feb 6, 2017
#11	-3.62% Sep 3, 2021 - Nov 1, 2021	-5.95% Jul 25, 2018 - Aug 22, 2018
#12	-3.52% Nov 8, 2021 - Dec 27, 2021	-5.64% Jun 20, 2018 - Jul 18, 2018
#13	-3.19% Dec 6, 2024 - Jan 22, 2025	-5.64% Jan 21, 2021 - Feb 4, 2021
#14	-3.13% Jun 22, 2026 - Jul 20, 2026	-3.95% Nov 24, 2017 - Jan 3, 2018
#15	-3.04% Feb 12, 2021 - Apr 1, 2021	-3.78% Aug 6, 2020 - Aug 20, 2020