OCIO vs IQSZ
Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and Invesco Managed Futures Strategy ETF Global Equity Net Zero (IQSZ, ETF).
OCIO vs IQSZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OCIO
$170M
IQSZ
$170M
Expense Ratio
OCIO
0.65%
Winner
IQSZ
0.19%
Max Drawdown
OCIO
24.21%
Winner
IQSZ
9.53%
Sharpe Ratio
OCIO
0.93
Winner
IQSZ
1.43
5Y Beta
Winner
OCIO
0.68
IQSZ
1.05
P/E Ratio
OCIO
N/A
IQSZ
24.36
Forward P/E
OCIO
N/A
IQSZ
19.22
PEG Ratio
OCIO
N/A
IQSZ
0.24
5Y Dividends CAGR
OCIO
36.71%
IQSZ
N/A
5Y EPS CAGR
OCIO
N/A
IQSZ
23.43%
P/S Ratio
OCIO
N/A
IQSZ
2.20
P/B Ratio
OCIO
N/A
IQSZ
4.86
OCIO vs IQSZ - Historical Returns
Returns include dividend reinvestment.
1M
OCIO
-0.77%
Winner
IQSZ
-0.09%
3M
OCIO
+3.17%
Winner
IQSZ
+5.10%
6M
OCIO
+5.24%
Winner
IQSZ
+9.59%
1Y
OCIO
+13.56%
Winner
IQSZ
+24.37%
5Y(CAGR)
OCIO
+6.78%
IQSZ
N/A
10Y(CAGR)
OCIO
+7.64%
IQSZ
N/A
Max(CAGR)
OCIO
+7.64%
Winner
IQSZ
+26.81%
OCIO vs IQSZ - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | OCIO | IQSZ |
|---|---|---|
| 2026 | +6.22% | +11.63% |
| 2025 | +12.71% | +13.35% |
| 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 IQSZ Drawdown Comparison
The maximum drawdown for OCIO was -24.21%, occurring on Mar 19, 2020. Recovery took 121 trading sessions.
The maximum drawdown for IQSZ was -9.13%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The current OCIO drawdown is -2.67%. The current IQSZ drawdown is -2.21%.
| Rank | OCIO | IQSZ |
|---|---|---|
| #1 | -24.21% Feb 12, 2020 - Aug 5, 2020 | -9.13% Feb 25, 2026 - Apr 14, 2026 |
| #2 | -18.75% Dec 29, 2021 - Mar 7, 2024 | -4.82% Nov 12, 2025 - Dec 3, 2025 |
| #3 | -14.40% Jan 26, 2018 - Nov 19, 2019 | -4.10% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -13.31% Feb 13, 2025 - Jun 30, 2025 | -3.39% Oct 6, 2025 - Oct 24, 2025 |
| #5 | -6.98% Feb 25, 2026 - Apr 16, 2026 | -2.86% Jul 23, 2025 - Aug 12, 2025 |
| #6 | -6.69% Jul 16, 2024 - Sep 19, 2024 | -2.49% Jun 15, 2026 - Jun 24, 2026 |
| #7 | -4.75% Sep 2, 2020 - Nov 9, 2020 | -2.26% May 14, 2026 - May 26, 2026 |
| #8 | -4.35% Mar 28, 2024 - May 15, 2024 | -2.24% Jan 12, 2026 - Jan 26, 2026 |
| #9 | -4.27% Oct 27, 2025 - Dec 23, 2025 | -2.24% Jan 27, 2026 - Feb 6, 2026 |
| #10 | -3.92% Jun 2, 2026 - Jun 22, 2026 | -2.03% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -3.62% Sep 3, 2021 - Nov 1, 2021 | -1.71% Oct 28, 2025 - Nov 11, 2025 |
| #12 | -3.52% Nov 8, 2021 - Dec 27, 2021 | -1.52% Feb 11, 2026 - Feb 25, 2026 |
| #13 | -3.19% Dec 6, 2024 - Jan 22, 2025 | -1.39% Sep 22, 2025 - Oct 1, 2025 |
| #14 | -3.13% Jun 22, 2026 - Jul 20, 2026 | -1.35% Aug 22, 2025 - Sep 5, 2025 |
| #15 | -3.04% Feb 12, 2021 - Apr 1, 2021 | -1.24% Apr 17, 2026 - Apr 30, 2026 |
Correlation
Correlation between OCIO and IQSZ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
OCIO vs IQSZ dividend yield comparison.
| Year | OCIO | IQSZ |
|---|---|---|
| 2026 | 0.66% | 0.86% |
| 2025 | 10.27% | 1.03% |
| 2024 | 1.87% | 0.00% |
| 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% |
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