OAKGX vs. VOO
Compare and contrast key facts about Oakmark Global Fund (OAKGX) and Vanguard S&P 500 ETF (VOO).
OAKGX is managed by Oakmark. It was launched on Aug 3, 1999. 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: OAKGX or VOO.
Correlation
The correlation between OAKGX and VOO is 0.80, 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
OAKGX vs. VOO - Performance Comparison
Key characteristics
OAKGX:
0.17
VOO:
0.54
OAKGX:
0.36
VOO:
0.88
OAKGX:
1.05
VOO:
1.13
OAKGX:
0.15
VOO:
0.55
OAKGX:
0.73
VOO:
2.27
OAKGX:
4.14%
VOO:
4.55%
OAKGX:
17.73%
VOO:
19.19%
OAKGX:
-63.18%
VOO:
-33.99%
OAKGX:
-11.41%
VOO:
-9.90%
Returns By Period
In the year-to-date period, OAKGX achieves a 1.99% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, OAKGX has underperformed VOO with an annualized return of 1.93%, while VOO has yielded a comparatively higher 12.07% annualized return.
OAKGX
1.99%
-4.34%
-1.54%
4.09%
11.62%
1.93%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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OAKGX vs. VOO - Expense Ratio Comparison
OAKGX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OAKGX vs. VOO — Risk-Adjusted Performance Rank
OAKGX
VOO
OAKGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Global Fund (OAKGX) 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
OAKGX vs. VOO - Dividend Comparison
OAKGX's dividend yield for the trailing twelve months is around 1.17%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKGX Oakmark Global Fund | 1.17% | 1.19% | 1.65% | 0.75% | 0.97% | 0.16% | 1.38% | 1.24% | 0.92% | 1.07% | 1.14% | 1.21% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OAKGX vs. VOO - Drawdown Comparison
The maximum OAKGX drawdown since its inception was -63.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OAKGX and VOO. For additional features, visit the drawdowns tool.
Volatility
OAKGX vs. VOO - Volatility Comparison
The current volatility for Oakmark Global Fund (OAKGX) is 12.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that OAKGX 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.