OCIO vs SDG

Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and iShares MSCI Global Sustainable Development Goals ETF (SDG, ETF).

5-Year PerformanceOCIO has outperformed SDG, delivering a return of +6.8% compared to -0.4%

OCIO vs SDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCIO(ETF)	SDG(ETF)
Net Assets	$170M	$170M
Expense Ratio	0.65%	0.50%
Max Drawdown	24.21%	34.76%
Sharpe Ratio	0.93	0.59
5Y Beta	0.68	0.62
5Y Dividends CAGR	36.71%	11.63%

Net Assets

Winner

OCIO

$170M

SDG

$170M

Expense Ratio

OCIO

0.65%

Winner

SDG

0.50%

Max Drawdown

Winner

OCIO

24.21%

SDG

34.76%

Sharpe Ratio

Winner

OCIO

0.93

SDG

0.59

5Y Beta

OCIO

0.68

Winner

SDG

0.62

5Y Dividends CAGR

Winner

OCIO

36.71%

SDG

11.63%

OCIO vs SDG - Historical Returns

Returns include dividend reinvestment.

Period	OCIO	SDG
1 month	-0.77%	-0.72%
3 months	+3.17%	-0.90%
6 months	+5.24%	+3.63%
1 year	+13.56%	+11.64%
5 years(CAGR)	+6.78%	-0.39%
10 years(CAGR)	+7.64%	+7.83%
Max(CAGR)	+7.64%	+7.90%

OCIO

-0.77%

Winner

SDG

-0.72%

Winner

OCIO

+3.17%

SDG

-0.90%

Winner

OCIO

+5.24%

SDG

+3.63%

Winner

OCIO

+13.56%

SDG

+11.64%

5Y(CAGR)

Winner

OCIO

+6.78%

SDG

-0.39%

10Y(CAGR)

OCIO

+7.64%

Winner

SDG

+7.83%

Max(CAGR)

OCIO

+7.64%

Winner

SDG

+7.90%

OCIO vs SDG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	OCIO	SDG
2026	+6.22%	+3.22%
2025	+12.71%	+19.82%
2024	+13.52%	-8.93%
2023	+12.00%	+4.07%
2022	-12.35%	-11.71%
2021	+13.76%	-2.33%
2020	+10.82%	+43.49%
2019	+18.36%	+26.32%
2018	-10.17%	-8.88%
2017	+8.98%	+27.09%
2016	N/A	-0.08%

OCIO vs SDG Drawdown Comparison

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

The maximum drawdown for SDG was -30.33%, occurring on Apr 8, 2025. Recovery took 1189 trading sessions.

The current OCIO drawdown is -2.67%. The current SDG drawdown is -5.47%.

Rank	OCIO	SDG
#1	-24.21% Feb 12, 2020 - Aug 5, 2020	-30.33% Sep 3, 2021 - Jun 2, 2026
#2	-18.75% Dec 29, 2021 - Mar 7, 2024	-27.28% Feb 19, 2020 - Jul 6, 2020
#3	-14.40% Jan 26, 2018 - Nov 19, 2019	-15.79% Jan 26, 2018 - Oct 24, 2019
#4	-13.31% Feb 13, 2025 - Jun 30, 2025	-8.05% Sep 6, 2016 - Feb 15, 2017
#5	-6.98% Feb 25, 2026 - Apr 16, 2026	-7.86% Jan 26, 2021 - Jun 29, 2021
#6	-6.69% Jul 16, 2024 - Sep 19, 2024	-7.83% Jun 8, 2016 - Jul 21, 2016
#7	-4.75% Sep 2, 2020 - Nov 9, 2020	-6.52% Oct 12, 2020 - Nov 5, 2020
#8	-4.35% Mar 28, 2024 - May 15, 2024	-6.25% Apr 24, 2017 - Jun 19, 2017
#9	-4.27% Oct 27, 2025 - Dec 23, 2025	-5.57% Jun 4, 2026 - Jul 20, 2026
#10	-3.92% Jun 2, 2026 - Jun 22, 2026	-5.14% Sep 2, 2020 - Oct 12, 2020
#11	-3.62% Sep 3, 2021 - Nov 1, 2021	-4.74% May 2, 2016 - Jun 6, 2016
#12	-3.52% Nov 8, 2021 - Dec 27, 2021	-4.11% Jul 1, 2021 - Aug 30, 2021
#13	-3.19% Dec 6, 2024 - Jan 22, 2025	-3.64% Oct 18, 2017 - Dec 26, 2017
#14	-3.13% Jun 22, 2026 - Jul 20, 2026	-3.12% Jun 26, 2017 - Aug 31, 2017
#15	-3.04% Feb 12, 2021 - Apr 1, 2021	-3.06% Jul 20, 2020 - Aug 12, 2020

Correlation

Correlation between OCIO and SDG is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2016 - 2026)

OCIO vs SDG dividend yield comparison.

Year	OCIO	SDG
2026	0.66%	0.76%
2025	10.27%	2.00%
2024	1.87%	1.95%
2023	2.32%	1.77%
2022	3.21%	1.82%
2021	2.83%	1.66%
2020	2.90%	0.97%
2019	2.22%	1.39%
2018	0.01%	2.47%
2017	1.68%	2.54%
2016	0.00%	1.34%