OCIO vs. SCHC ETF Comparison
Comparison of ClearShares OCIO ETF (OCIO) to Schwab International Small-Cap Equity ETF (SCHC)
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.
Grade (RS Rating)
Last Trade
$33.95
Average Daily Volume
2,692
Number of Holdings
*
15
* may have additional holdings in another (foreign) market
SCHC
Schwab International Small-Cap Equity ETF
SCHC Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of FTSE Developed Small Cap ex-US Liquid Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index is comprised of small capitalization companies in developed countries outside the United States, as defined by the index provider. It will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry, group of industries or sector to approximately the same extent that its index is so concentrated. The fund may invest up to 10% of its net assets in securities not included in its index.Grade (RS Rating)
Last Trade
$37.88
Average Daily Volume
335,994
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
Performance
| Period | OCIO | SCHC |
|---|---|---|
| 30 Days | 1.57% | 3.10% |
| 60 Days | 3.45% | 4.48% |
| 90 Days | 3.57% | 7.99% |
| 12 Months | 16.56% | 18.48% |
0 Overlapping Holdings
| Symbol | Grade | Weight in OCIO | Weight in SCHC | Overlap |
|---|
OCIO Underweight 25 Positions Relative to SCHC
| Symbol | Grade | Weight | |
|---|---|---|---|
| RBA | B | -0.71% | |
| OTEX | D | -0.39% | |
| WFG | B | -0.3% | |
| PRMW | B | -0.17% | |
| FRO | D | -0.15% | |
| IAG | C | -0.13% | |
| TAC | B | -0.11% | |
| LIF | D | -0.1% | |
| HAFN | D | -0.09% | |
| DOOO | F | -0.09% | |
| LSPD | D | -0.08% | |
| GOGL | D | -0.06% | |
| SPNS | D | -0.05% | |
| TCI | F | -0.04% | |
| SSBI | F | -0.03% | |
| FLNG | C | -0.03% | |
| VMAR | F | -0.02% | |
| CHGX | B | -0.02% | |
| RENB | F | -0.02% | |
| CALX | D | -0.01% | |
| SLDB | F | -0.01% | |
| VGR | B | -0.01% | |
| GCBC | D | -0.01% | |
| IONR | C | -0.01% | |
| AUDC | F | -0.01% |
OCIO: Top Represented Industries & Keywords
Industries:
SCHC: Top Represented Industries & Keywords
Industries:
Software - Application
Communication Equipment
Shipping & Ports
Banks - Regional - US
Beverages - Soft Drinks
Biotechnology
Business Services
Drug Manufacturers - Specialty & Generic
Gold
Leisure
Lumber & Wood Production
Marine Shipping
Oil & Gas Midstream
Other Industrial Metals & Mining
REIT - Diversified
Recreational Vehicles
Savings & Cooperative Banks
Software - Infrastructure
Tobacco
Utilities - Independent Power Producers
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