OAKG vs. FYLD
OAKG (Oakmark Global Large Cap ETF) and FYLD (Cambria Foreign Shareholder Yield ETF) are both Global Equities funds. Both are actively managed. A 0.50 correlation means they provide meaningful diversification when combined. OAKG charges 0.62%/yr vs 0.59%/yr for FYLD.
Performance
OAKG vs. FYLD - Performance Comparison
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Returns By Period
In the year-to-date period, OAKG achieves a -2.39% return, which is significantly lower than FYLD's 13.72% return.
OAKG
- 1D
- 0.54%
- 1M
- -0.47%
- YTD
- -2.39%
- 6M
- -2.60%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FYLD
- 1D
- -1.08%
- 1M
- -3.59%
- YTD
- 13.72%
- 6M
- 13.62%
- 1Y
- 30.70%
- 3Y*
- 20.38%
- 5Y*
- 10.85%
- 10Y*
- 11.73%
OAKG vs. FYLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OAKG Oakmark Global Large Cap ETF | -2.39% | 1.02% |
FYLD Cambria Foreign Shareholder Yield ETF | 13.72% | 0.91% |
Correlation
The correlation between OAKG and FYLD is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.50 |
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Return for Risk
OAKG vs. FYLD — Risk / Return Rank
OAKG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FYLD
OAKG vs. FYLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Global Large Cap ETF (OAKG) and Cambria Foreign Shareholder Yield ETF (FYLD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OAKG | FYLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.44 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.59 | — |
| Martin ratioReturn relative to average drawdown | — | 18.43 | — |
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Drawdowns
OAKG vs. FYLD - Drawdown Comparison
The maximum OAKG drawdown since its inception was -11.52%, smaller than the maximum FYLD drawdown of -44.55%. Use the drawdown chart below to compare losses from any high point for OAKG and FYLD.
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Drawdown Indicators
| OAKG | FYLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.52% | -44.55% | +33.03% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.51% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.12% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.55% | — |
Current DrawdownCurrent decline from peak | -5.99% | -5.51% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -4.37% | -8.80% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.67% | — |
Volatility
OAKG vs. FYLD - Volatility Comparison
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Volatility by Period
| OAKG | FYLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.29% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.61% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.02% | 12.18% | +2.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.02% | 16.27% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.02% | 17.81% | -2.79% |
OAKG vs. FYLD - Expense Ratio Comparison
OAKG has a 0.62% expense ratio, which is higher than FYLD's 0.59% expense ratio.
Dividends
OAKG vs. FYLD - Dividend Comparison
OAKG's dividend yield for the trailing twelve months is around 0.04%, less than FYLD's 3.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYLD Cambria Foreign Shareholder Yield ETF | 3.54% | 4.07% | 5.41% | 6.06% | 6.13% | 4.74% | 3.94% | 3.73% | 5.17% | 2.85% | 2.72% | 3.98% |
OAKG Oakmark Global Large Cap ETF | 0.04% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
OAKG and FYLD have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FYLD is cheaper at 0.59% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FYLD is cheaper with a 0.59% expense ratio, compared with 0.62% for OAKG.
FYLD has the higher dividend yield at 3.54%, compared with 0.04% for OAKG.
They also come from different issuers: Oakmark and Cambria. Their fees differ too: 0.62% for OAKG and 0.59% for FYLD.
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