Oakmark U.S. Large Cap ETF (OAKM) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with OAKM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OAKM
OAKM charges 0.59% annually. There are 109 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | OAKM vs SPYV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | OAKM vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | OAKM vs ILCV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | OAKM vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | OAKM vs SCHV |
Best Risk-Adjusted Alternatives to OAKM
OAKM has a PortfoliosLab risk / return rank of 29. There are 114 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | OAKM vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | OAKM vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 92 | 12.01B | Sep 2021 | OAKM vs AVLV | |
| Invesco Dynamic Large Cap Value ETF | 92 | 1.53B | Mar 2005 | OAKM vs PWV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 26.73B | Aug 2013 | OAKM vs FNDX |
Top Performing OAKM Alternatives (YTD)
OAKM is at -1.27% YTD. There are 129 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 44.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 44.95% | 14.76B | Apr 2013 | OAKM vs VLUE | |
| Clough Select Equity ETF | 27.58% | 55.44M | Nov 2020 | OAKM vs CBSE | |
| Eventide High Dividend ETF | 22.93% | 150.61M | Sep 2024 | OAKM vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.53% | 12.01B | Sep 2021 | OAKM vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.16% | 164.26M | Jul 2023 | OAKM vs ROE |
Lowest Volatility Alternatives to OAKM
OAKM has 13.12% 1-year volatility. There are 111 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.93%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.93% | 32.39M | Apr 2023 | OAKM vs MDLV | |
| Absolute Select Value ETF | 8.94% | 141.50M | Jan 2020 | OAKM vs ABEQ | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.01% | 6.12B | Jun 2006 | OAKM vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.03% | 342.03M | Sep 2023 | OAKM vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.39% | 1.61B | Jun 2006 | OAKM vs DTD |
Lowest Drawdown Alternatives to OAKM
OAKM has a 1-year max drawdown of -7.19%. There are 70 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | OAKM vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | OAKM vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | OAKM vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | OAKM vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | OAKM vs ELCV |
Other ETFs from Oakmark
The 1 most viewed Oakmark ETFs shown here include OAKG and span 1 categories. AUM among these funds goes as high as $37M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oakmark Global Large Cap ETF | Global Equities | — | -4.22% | 36.55M | Dec 2025 | OAKM vs OAKG |
Often Compared With OAKM
Investors most often compare OAKM with OAKMX, PRXV, LSVD. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare OAKM with Any Fund or Stock
Compare OAKM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OAKM with funds that move differently
Oakmark U.S. Large Cap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OAKM.
Explore OAKM Diversifiers