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.
Key characteristics
| OAKBX | VOO | |
|---|---|---|
| YTD Return | 8.61% | 20.99% |
| 1Y Return | 17.29% | 31.67% |
| 3Y Return (Ann) | 7.15% | 11.17% |
| 5Y Return (Ann) | 10.46% | 15.70% |
| 10Y Return (Ann) | 7.76% | 13.16% |
| Sharpe Ratio | 1.78 | 2.39 |
| Daily Std Dev | 9.41% | 12.74% |
| Max Drawdown | -31.31% | -33.99% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between OAKBX and VOO is 0.88, 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
In the year-to-date period, OAKBX achieves a 8.61% return, which is significantly lower than VOO's 20.99% return. Over the past 10 years, OAKBX has underperformed VOO with an annualized return of 7.76%, while VOO has yielded a comparatively higher 13.16% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 3.10%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKBX Oakmark Equity and Income Fund | 3.10% | 2.28% | 1.44% | 14.26% | 4.17% | 9.07% | 10.05% | 8.09% | 4.13% | 6.53% | 9.37% | 8.31% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
OAKBX vs. VOO - Drawdown Comparison
The maximum OAKBX drawdown since its inception was -31.31%, smaller than the maximum VOO 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 2.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.19%. 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.