OCIO vs XJUN

Comparison between CLEARSHARES OCIO ETF (OCIO, ETF) and FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE (XJUN, ETF).

5-Year PerformanceXJUN has outperformed OCIO, delivering a return of +8.5% compared to +6.9%

OCIO vs XJUN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCIO(ETF)	XJUN(ETF)
Net Assets	$178M	$177M
Expense Ratio	0.65%	0.85%
Max Drawdown	24.21%	9.14%
Sharpe Ratio	1.29	1.86
5Y Beta	0.67	0.42
5Y Dividends CAGR	37.92%	N/A

Net Assets

Winner

OCIO

$178M

XJUN

$177M

Expense Ratio

Winner

OCIO

0.65%

XJUN

0.85%

Max Drawdown

OCIO

24.21%

Winner

XJUN

9.14%

Sharpe Ratio

OCIO

1.29

Winner

XJUN

1.86

5Y Beta

OCIO

0.67

Winner

XJUN

0.42

5Y Dividends CAGR

OCIO

37.92%

XJUN

N/A

OCIO vs XJUN - Historical Returns

Returns include dividend reinvestment.

Period	OCIO	XJUN
1 month	+0.97%	+0.41%
3 months	+5.19%	+2.37%
6 months	+6.76%	+3.63%
1 year	+17.84%	+10.29%
5 years(CAGR)	+6.86%	+8.53%
10 years(CAGR)	+7.70%	N/A
Max(CAGR)	+7.70%	+8.53%

Winner

OCIO

+0.97%

XJUN

+0.41%

Winner

OCIO

+5.19%

XJUN

+2.37%

Winner

OCIO

+6.76%

XJUN

+3.63%

Winner

OCIO

+17.84%

XJUN

+10.29%

5Y(CAGR)

OCIO

+6.86%

Winner

XJUN

+8.53%

10Y(CAGR)

OCIO

+7.70%

XJUN

N/A

Max(CAGR)

OCIO

+7.70%

Winner

XJUN

+8.53%

OCIO vs XJUN - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	OCIO	XJUN
2026	+5.68%	+2.99%
2025	+12.71%	+11.21%
2024	+13.52%	+10.12%
2023	+12.00%	+14.95%
2022	-12.35%	-0.12%
2021	+13.76%	+3.36%
2020	+10.82%	N/A
2019	+18.36%	N/A
2018	-10.17%	N/A
2017	+8.98%	N/A

OCIO vs XJUN Drawdown Comparison

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

The maximum drawdown for XJUN was -9.14%, occurring on Apr 8, 2025. Recovery took 57 trading sessions.

The current OCIO drawdown is -3.11%. The current XJUN drawdown is -0.09%.

Rank	OCIO	XJUN
#1	-24.21% Feb 12, 2020 - Aug 5, 2020	-9.14% Feb 19, 2025 - May 12, 2025
#2	-18.75% Dec 29, 2021 - Mar 7, 2024	-6.49% Aug 15, 2022 - Nov 30, 2022
#3	-14.40% Jan 26, 2018 - Nov 19, 2019	-5.97% Mar 29, 2022 - Aug 10, 2022
#4	-13.31% Feb 13, 2025 - Jun 30, 2025	-4.03% Jan 4, 2022 - Mar 29, 2022
#5	-6.98% Feb 25, 2026 - Apr 16, 2026	-3.93% Jul 31, 2023 - Nov 13, 2023
#6	-6.69% Jul 16, 2024 - Sep 19, 2024	-3.82% Jul 16, 2024 - Aug 19, 2024
#7	-4.75% Sep 2, 2020 - Nov 9, 2020	-2.47% Feb 15, 2023 - Mar 29, 2023
#8	-4.35% Mar 28, 2024 - May 15, 2024	-2.25% Nov 30, 2022 - Jan 11, 2023
#9	-4.27% Oct 27, 2025 - Dec 23, 2025	-1.97% Feb 25, 2026 - Apr 8, 2026
#10	-3.62% Sep 3, 2021 - Nov 1, 2021	-1.76% Aug 30, 2024 - Sep 13, 2024
#11	-3.52% Nov 8, 2021 - Dec 27, 2021	-1.71% Nov 17, 2021 - Dec 23, 2021
#12	-3.19% Dec 6, 2024 - Jan 22, 2025	-1.68% Sep 2, 2021 - Oct 18, 2021
#13	-3.11% Jun 2, 2026 - Jun 5, 2026	-1.24% Oct 28, 2025 - Nov 26, 2025
#14	-3.04% Feb 12, 2021 - Apr 1, 2021	-1.11% Dec 16, 2024 - Dec 24, 2024
#15	-2.85% May 7, 2021 - Jun 1, 2021	-1.08% Jul 14, 2021 - Jul 23, 2021