ETF Decision Dashboard

OCIO

ClearShares OCIO ETF

Moderate Allocation · ClearShares

Live price history could not be loaded (Unexpected response for OCIO (not CSV; likely blocked or unknown symbol)). The figures below are omitted rather than estimated.

Snapshot figures (2025-05-25, not current)

Assets
$145M
Yield
1.57%
3Y return
7.9%
5Y return
8.3%

Largest other funds in Moderate Allocation

CGBLCapital Group Core Balanced ETF$2.0Bn/a
MPROMonarch ProCap ETF$230M5.1%
CLSMCabana Target Leading Sector Moderate ETF$119M0.7%
MSMRMcElhenny Sheffield Managed Risk ETF$113M12.0%
PBLPGIM Portfolio Ballast ETF$59Mn/a
UPARUPAR Ultra Risk Parity ETF$58M-2.0%
BAMABrookstone Active ETF$41Mn/a
BAMYBrookstone Yield ETF$38Mn/a

Funds in one category often hold similar portfolios, so cost and structure usually matter more than the difference in headline returns.

Not investment advice. Past performance does not predict future results.