AEMC vs OCFS

AEMC vs OCFS

Which is better, AEMC or OCFS?

AEMC costs less.

AEMC has a lower expense ratio.

Lower Fees: AEMC

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAEMCOCFS
Expense Ratio0.35%Best0.85%
AUM$2M$6M
Dividend Yield0.00%0.00%
Holdings19832
Volatility (annualized)-15.5%
Max Drawdown--24.6%
Fund FamilyHarbor FundsOtter Creek Advisors
CategoryEquityEquity
StyleMid Cap BlendMid Cap Blend
InceptionAug 26, 2026May 17, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 350 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AEMC has data through Oct 14, 2026 and OCFS through Oct 29, 2025.

Compare AEMC against instead:AEMC vs SPYAEMC vs QQQAEMC vs VOOAEMC vs VTIOCFS against:OCFS vs VXUS

Fees and Cost Over Time

AEMC charges 0.35% per year while OCFS charges 0.85%. On a $10,000 position that is $35 vs $85 annually, a gap of $50 per year that compounds over a long holding period. On income, AEMC currently yields 0.00% against 0.00% for OCFS.

You are not choosing between two funds in isolation.

Whichever of AEMC and OCFS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AEMCOCFS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AEMC or OCFS?

AEMC has an expense ratio of 0.35% while OCFS charges 0.85%. AEMC is the cheaper option, by $50 a year on a $10,000 investment.

Which pays a higher dividend, AEMC or OCFS?

AEMC yields 0.00% while OCFS yields 0.00%, so OCFS currently pays the higher dividend yield.

Is OCFS better than AEMC?

AEMC has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.