OCIO vs. MAPP ETF Comparison

Comparison of ClearShares OCIO ETF (OCIO) to Harbor Multi-Asset Explorer ETF (MAPP)
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

$34.36

Average Daily Volume

775

Number of Holdings *

15

* may have additional holdings in another (foreign) market
MAPP

Harbor Multi-Asset Explorer ETF

MAPP Description To seek to achieve the fund"s investment objective, Harbor Capital Advisors Inc., the fund"s investment adviser (the "advisor"), allocates the fund"s assets among various asset classes and market sectors based on its assessment of global economic and market conditions, primarily through investments in a diversified portfolio of exchange-traded funds, including other funds managed by the advisor.

Grade (RS Rating)

Last Trade

$23.60

Average Daily Volume

44

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period OCIO MAPP
30 Days 0.25% 0.12%
60 Days 1.41% 0.99%
90 Days 2.21% 3.29%
12 Months 15.88% 20.49%
2 Overlapping Holdings
Symbol Grade Weight in OCIO Weight in MAPP Overlap
IEF F 1.75% 0.8% 0.8%
QQQ B 5.93% 6.27% 5.93%
OCIO Overweight 13 Positions Relative to MAPP
Symbol Grade Weight
SPMO A 5.24%
IEI D 4.37%
OPER A 4.04%
HEFA D 3.15%
SCHK A 3.1%
GVI D 3.08%
SCHF D 3.03%
SHY D 2.58%
VGIT D 1.31%
IXUS D 0.95%
EYLD D 0.87%
EMXC D 0.71%
CGV D 0.47%
OCIO Underweight 5 Positions Relative to MAPP
Symbol Grade Weight
XLC A -7.06%
EWU D -5.55%
EWJ D -5.15%
AAAU C -4.92%
EMB C -0.8%
Compare ETFs