BTC vs. OCIO ETF Comparison
Comparison of Grayscale Bitcoin Mini Trust (BTC) Common units of fractional undivided beneficial interest (BTC) to ClearShares OCIO ETF (OCIO)
BTC
Grayscale Bitcoin Mini Trust (BTC) Common units of fractional undivided beneficial interest
BTC Description
The investment seeks current income consistent with the long term preservation of capital. The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in debt securities and in derivatives and other instruments that have economic characteristics similar to such securities. It principally invests in U.S.-dollar denominated, investment-grade securities and seeks to typically maintain a dollar-weighted average portfolio maturity of zero to ten years. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$44.05
Average Daily Volume
2,163,401
1
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
$34.46
Average Daily Volume
796
15
Performance
Period | BTC | OCIO |
---|---|---|
30 Days | 49.83% | 1.79% |
60 Days | 57.04% | 1.47% |
90 Days | 55.93% | 2.49% |
12 Months | 16.20% |
1 Overlapping Holdings
Symbol | Grade | Weight in BTC | Weight in OCIO | Overlap | |
---|---|---|---|---|---|
OPER | A | 3.12% | 4.04% | 3.12% |
BTC Overweight 0 Positions Relative to OCIO
Symbol | Grade | Weight |
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BTC: Top Represented Industries & Keywords
OCIO: Top Represented Industries & Keywords