OAKG vs. IDV
OAKG (Oakmark Global Large Cap ETF) and IDV (iShares International Select Dividend ETF) are both Global Equities funds. OAKG is actively managed, while IDV is passively managed. A 0.60 correlation means they provide meaningful diversification when combined. OAKG charges 0.62%/yr vs 0.49%/yr for IDV.
Performance
OAKG vs. IDV - Performance Comparison
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Returns By Period
In the year-to-date period, OAKG achieves a -2.91% return, which is significantly lower than IDV's 8.64% return.
OAKG
- 1D
- 1.36%
- 1M
- -0.46%
- YTD
- -2.91%
- 6M
- -2.85%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDV
- 1D
- 0.56%
- 1M
- -5.63%
- YTD
- 8.64%
- 6M
- 8.28%
- 1Y
- 29.19%
- 3Y*
- 24.08%
- 5Y*
- 11.62%
- 10Y*
- 10.83%
OAKG vs. IDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OAKG Oakmark Global Large Cap ETF | -2.91% | 1.02% |
IDV iShares International Select Dividend ETF | 8.64% | 1.87% |
Correlation
The correlation between OAKG and IDV is 0.60, 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 | 0.60 |
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Return for Risk
OAKG vs. IDV — Risk / Return Rank
OAKG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IDV
OAKG vs. IDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Global Large Cap ETF (OAKG) and iShares International Select Dividend ETF (IDV). 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 | IDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.44 | — |
| Martin ratioReturn relative to average drawdown | — | 12.00 | — |
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Drawdowns
OAKG vs. IDV - Drawdown Comparison
The maximum OAKG drawdown since its inception was -11.52%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for OAKG and IDV.
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Drawdown Indicators
| OAKG | IDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.52% | -70.14% | +58.62% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.52% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.86% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.50% | — |
Current DrawdownCurrent decline from peak | -6.50% | -5.99% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -15.36% | +11.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.44% | — |
Volatility
OAKG vs. IDV - Volatility Comparison
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Volatility by Period
| OAKG | IDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.95% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.14% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 13.18% | +1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.06% | 15.59% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.06% | 17.69% | -2.63% |
OAKG vs. IDV - Expense Ratio Comparison
OAKG has a 0.62% expense ratio, which is higher than IDV's 0.49% expense ratio.
Dividends
OAKG vs. IDV - Dividend Comparison
OAKG's dividend yield for the trailing twelve months is around 0.04%, less than IDV's 5.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 5.47% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
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 IDV have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDV is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDV is cheaper with a 0.49% expense ratio, compared with 0.62% for OAKG.
IDV has the higher dividend yield at 5.47%, compared with 0.04% for OAKG.
They also come from different issuers: Oakmark and iShares. Their fees differ too: 0.62% for OAKG and 0.49% for IDV.
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