OAKBX vs. VOO
Compare and contrast key facts about Oakmark Equity and Income Fund (OAKBX) and Vanguard S&P 500 ETF (VOO).
OAKBX is managed by Oakmark. It was launched on Oct 31, 1995. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKBX or VOO.
Correlation
The correlation between OAKBX and VOO is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OAKBX vs. VOO - Performance Comparison
Key characteristics
OAKBX:
0.33
VOO:
0.32
OAKBX:
0.52
VOO:
0.57
OAKBX:
1.07
VOO:
1.08
OAKBX:
0.33
VOO:
0.32
OAKBX:
1.45
VOO:
1.42
OAKBX:
2.52%
VOO:
4.19%
OAKBX:
11.22%
VOO:
18.73%
OAKBX:
-37.44%
VOO:
-33.99%
OAKBX:
-7.90%
VOO:
-13.85%
Returns By Period
In the year-to-date period, OAKBX achieves a -4.10% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, OAKBX has underperformed VOO with an annualized return of 2.11%, while VOO has yielded a comparatively higher 11.66% annualized return.
OAKBX
-4.10%
-5.75%
-4.82%
3.25%
8.93%
2.11%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
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OAKBX vs. VOO - Expense Ratio Comparison
OAKBX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OAKBX vs. VOO — Risk-Adjusted Performance Rank
OAKBX
VOO
OAKBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Equity and Income Fund (OAKBX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
OAKBX vs. VOO - Dividend Comparison
OAKBX's dividend yield for the trailing twelve months is around 2.21%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKBX Oakmark Equity and Income Fund | 2.21% | 2.06% | 2.28% | 1.44% | 0.86% | 1.14% | 1.74% | 1.88% | 1.35% | 1.53% | 1.18% | 0.85% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OAKBX vs. VOO - Drawdown Comparison
The maximum OAKBX drawdown since its inception was -37.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OAKBX and VOO. For additional features, visit the drawdowns tool.
Volatility
OAKBX vs. VOO - Volatility Comparison
The current volatility for Oakmark Equity and Income Fund (OAKBX) is 7.72%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that OAKBX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.