OCIO vs HIDV

Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and AB US HIGH DIVIDEND ETF (HIDV, ETF).

OCIO vs HIDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCIO(ETF)	HIDV(ETF)
Net Assets	$178M	$178M
Expense Ratio	0.65%	0.35%
Max Drawdown	24.21%	19.50%
Sharpe Ratio	1.29	1.75
5Y Beta	0.67	0.92
P/E Ratio	N/A	22.44
Forward P/E	N/A	14.67
PEG Ratio	N/A	0.38
5Y Dividends CAGR	37.92%	N/A
5Y EPS CAGR	N/A	23.99%
Debt to Equity	N/A	-3.62%
P/S Ratio	N/A	1.72
P/B Ratio	N/A	2.94

Net Assets

Winner

OCIO

$178M

HIDV

$178M

Expense Ratio

OCIO

0.65%

Winner

HIDV

0.35%

Max Drawdown

OCIO

24.21%

Winner

HIDV

19.50%

Sharpe Ratio

OCIO

1.29

Winner

HIDV

1.75

5Y Beta

Winner

OCIO

0.67

HIDV

0.92

P/E Ratio

OCIO

N/A

HIDV

22.44

Forward P/E

OCIO

N/A

HIDV

14.67

PEG Ratio

OCIO

N/A

HIDV

0.38

5Y Dividends CAGR

OCIO

37.92%

HIDV

N/A

5Y EPS CAGR

OCIO

N/A

HIDV

23.99%

Debt to Equity

OCIO

N/A

HIDV

-3.62%

P/S Ratio

OCIO

N/A

HIDV

1.72

P/B Ratio

OCIO

N/A

HIDV

2.94

OCIO vs HIDV - Historical Returns

Returns include dividend reinvestment.

Period	OCIO	HIDV
1 month	+0.97%	+2.36%
3 months	+5.19%	+8.49%
6 months	+6.76%	+9.93%
1 year	+17.84%	+27.45%
5 years(CAGR)	+6.86%	N/A
10 years(CAGR)	+7.70%	N/A
Max(CAGR)	+7.70%	+22.80%

OCIO

+0.97%

Winner

HIDV

+2.36%

OCIO

+5.19%

Winner

HIDV

+8.49%

OCIO

+6.76%

Winner

HIDV

+9.93%

OCIO

+17.84%

Winner

HIDV

+27.45%

5Y(CAGR)

OCIO

+6.86%

HIDV

N/A

10Y(CAGR)

OCIO

+7.70%

HIDV

N/A

Max(CAGR)

OCIO

+7.70%

Winner

HIDV

+22.80%

OCIO vs HIDV - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OCIO	HIDV
2026	+5.68%	+8.88%
2025	+12.71%	+14.97%
2024	+13.52%	+26.32%
2023	+12.00%	+22.21%
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 HIDV Drawdown Comparison

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

The maximum drawdown for HIDV was -18.76%, occurring on Apr 8, 2025. Recovery took 92 trading sessions.

The current OCIO drawdown is -3.11%. The current HIDV drawdown is -2.34%.

Rank	OCIO	HIDV
#1	-24.21% Feb 12, 2020 - Aug 5, 2020	-18.76% Feb 19, 2025 - Jul 2, 2025
#2	-18.75% Dec 29, 2021 - Mar 7, 2024	-10.01% Jul 31, 2023 - Dec 1, 2023
#3	-14.40% Jan 26, 2018 - Nov 19, 2019	-9.56% Feb 11, 2026 - Apr 16, 2026
#4	-13.31% Feb 13, 2025 - Jun 30, 2025	-7.35% Jul 16, 2024 - Aug 23, 2024
#5	-6.98% Feb 25, 2026 - Apr 16, 2026	-4.98% Mar 28, 2024 - May 9, 2024
#6	-6.69% Jul 16, 2024 - Sep 19, 2024	-4.82% Dec 5, 2024 - Feb 18, 2025
#7	-4.75% Sep 2, 2020 - Nov 9, 2020	-4.58% Oct 28, 2025 - Nov 26, 2025
#8	-4.35% Mar 28, 2024 - May 15, 2024	-4.18% Aug 30, 2024 - Sep 19, 2024
#9	-4.27% Oct 27, 2025 - Dec 23, 2025	-3.74% Apr 28, 2023 - Jun 2, 2023
#10	-3.62% Sep 3, 2021 - Nov 1, 2021	-3.34% Oct 3, 2025 - Oct 27, 2025
#11	-3.52% Nov 8, 2021 - Dec 27, 2021	-3.10% Oct 18, 2024 - Nov 6, 2024
#12	-3.19% Dec 6, 2024 - Jan 22, 2025	-2.73% Jul 23, 2025 - Aug 12, 2025
#13	-3.11% Jun 2, 2026 - Jun 5, 2026	-2.40% Apr 19, 2023 - Apr 28, 2023
#14	-3.04% Feb 12, 2021 - Apr 1, 2021	-2.38% Dec 10, 2025 - Dec 22, 2025
#15	-2.85% May 7, 2021 - Jun 1, 2021	-2.34% Jun 2, 2026 - Jun 5, 2026