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OCIO

ClearShares OCIO ETF

May 01 • 04:00PM ET

36.69

+0.39 1.07 %

Financial • Exchange Traded Fund • USA • NYSE

Category	Target Date / Multi-Asset - Other	Asset Type	Multi-Asset - Conservative	Tags	Global	Return% 1Y	21.51%	Total Holdings	41	Perf Week	1.48%
Sponsor	Exchange Traded Concepts	ETF Type		Tags	equity	Return% 3Y	13.74%	AUM	178.01M	Perf Month	6.82%
Fund Family		Bond Type		Tags	fixed-income	Return% 5Y	6.67%	NAV/sh		Perf Quarter	3.75%
Index	-	Average Maturity		Tags	debt-securities	Return% 10Y		52W High	36.35 0.92%	Perf Half Y	5.14%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	30.84 18.93%	Perf YTD	5.76%
Active/Passive		Quant Type		Tags	-	Flows% 1M	2.07%	Volatility	0.66% 0.48%	Perf Year	18.26%
Dividend TTM	0.69 (1.89%)	ESG Type		Tags	-	Flows% 3M	2.07%	ATR (14)	0.31	Perf 3Y	36.70%
Dividend Ex-Date	Mar 30, 2026	Dividend Type		Sector/Theme		Flows% YTD	9.80%	RSI (14)	69.79	Perf 5Y	26.74%
Dividend Gr. 3/5Y	-7.23% -3.48%	Structure Type		Region		Flows% 1Y		Beta	0.61	Perf 10Y	-
Expense	0.65%	Growth/Value		SMA20	2.62%	Flows% 3Y		Rel Volume	1.32	Prev Close	36.29
Inverse/Leveraged		Market Cap		SMA50	4.31%	Flows% 5Y		Avg Volume	3.04K	Price	36.69
IPO	Jun 27, 2017	Option/Short	No / Yes	SMA200	6.00%	Trades		Volume	4,012	Change	1.07%

ClearShares OCIO ETF 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 equity securities (of any market capitalization), either through Underlying Investments that principally invest in U.S. or foreign equity securities, or directly in U.S. equity securities. The Advisor is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.

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OCIO

ClearShares OCIO ETF

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