OAKG vs. VOLT
OAKG (Oakmark Global Large Cap ETF) and VOLT (Tema Electrification ETF) are both Global Equities funds. Both are actively managed. At a 0.30 correlation, their price movements are largely independent. OAKG charges 0.62%/yr vs 0.75%/yr for VOLT.
Performance
OAKG vs. VOLT - Performance Comparison
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Returns By Period
In the year-to-date period, OAKG achieves a 0.13% return, which is significantly lower than VOLT's 30.37% return.
OAKG
- 1D
- 0.09%
- 1M
- 1.70%
- 6M
- -3.43%
- YTD
- 0.13%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VOLT
- 1D
- 0.03%
- 1M
- -6.45%
- 6M
- 19.79%
- YTD
- 30.37%
- 1Y
- 43.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
OAKG vs. VOLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OAKG Oakmark Global Large Cap ETF | 0.13% | 1.02% |
VOLT Tema Electrification ETF | 30.37% | -3.36% |
Correlation
The correlation between OAKG and VOLT is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.30 |
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Return for Risk
OAKG vs. VOLT — Risk / Return Rank
OAKG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VOLT
OAKG vs. VOLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Global Large Cap ETF (OAKG) and Tema Electrification ETF (VOLT). 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 | VOLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.21 | — |
| Martin ratioReturn relative to average drawdown | — | 11.25 | — |
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Drawdowns
OAKG vs. VOLT - Drawdown Comparison
The maximum OAKG drawdown since its inception was -11.52%, smaller than the maximum VOLT drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for OAKG and VOLT.
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Drawdown Indicators
| OAKG | VOLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.52% | -23.40% | +11.88% |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.34% | — |
Current DrawdownCurrent decline from peak | -3.57% | -10.32% | +6.75% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -5.19% | +0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.86% | — |
Volatility
OAKG vs. VOLT - Volatility Comparison
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Volatility by Period
| OAKG | VOLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.88% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 19.82% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 23.24% | -8.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.79% | 24.97% | -10.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.79% | 24.97% | -10.18% |
OAKG vs. VOLT - Expense Ratio Comparison
OAKG has a 0.62% expense ratio, which is lower than VOLT's 0.75% expense ratio.
Dividends
OAKG vs. VOLT - Dividend Comparison
OAKG's dividend yield for the trailing twelve months is around 0.04%, less than VOLT's 0.35% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
OAKG Oakmark Global Large Cap ETF | 0.04% | 0.04% | 0.00% |
VOLT Tema Electrification ETF | 0.35% | 0.46% | 0.01% |
Frequently Asked Questions
OAKG and VOLT have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OAKG is cheaper at 0.62% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OAKG is cheaper with a 0.62% expense ratio, compared with 0.75% for VOLT.
VOLT has the higher dividend yield at 0.35%, compared with 0.04% for OAKG.
They also come from different issuers: Oakmark and Tema. Their fees differ too: 0.62% for OAKG and 0.75% for VOLT.
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