Actually - just pulled for fun relevant 2 year trendcharts:
OCA (blue) vs RYM (red)
Attachment 10293
and
OCA (blue) vs SUM (red)
Attachment 10294
What I can read out of them is that the market sees all three of them quite highly correlated ... though its appreciation of OCA did in comparison slightly rise in the 18 months since they started. OCA finishes 5 to 10 % better than RYM or SUM. As well - the OCA dividend yield paid out in 2018 is better than the RYM or SUM dividend yield.
So - if we assume that the market is always right, than it is clearly nonsense to put some of them down and ramp the other(s) up. All the same with a bit higher yield for a bit higher risk.
qed