OAKI vs. EFAS
OAKI (Oakmark International Large Cap ETF) and EFAS (Global X MSCI SuperDividend® EAFE ETF) are both exchange-traded funds - OAKI is a Foreign Large Cap Equities fund actively managed by Oakmark, while EFAS is a Dividend fund tracking the MSCI EAFE Top 50 Dividend Index. OAKI is actively managed, while EFAS is passively managed. Their 0.50 correlation means they have sometimes moved together and sometimes differently. OAKI charges 0.65%/yr vs 0.55%/yr for EFAS.
Performance
OAKI vs. EFAS - Performance Comparison
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Returns By Period
In the year-to-date period, OAKI achieves a 1.91% return, which is significantly lower than EFAS's 19.03% return.
OAKI
- 1D
- 1.50%
- 1M
- 1.86%
- 6M
- -1.10%
- YTD
- 1.91%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
EFAS
- 1D
- 0.29%
- 1M
- 6.04%
- 6M
- 15.31%
- YTD
- 19.03%
- 1Y
- 28.01%
- 3Y*
- 24.23%
- 5Y*
- 13.91%
- 10Y*
- —
- ALL TIME*
- 10.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $265.80K | $304.68K | $344.01K | |
| $137.71K | $198.32K | $198.59K |
OAKI vs. EFAS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OAKI Oakmark International Large Cap ETF | 1.91% | 0.73% |
EFAS Global X MSCI SuperDividend® EAFE ETF | 19.03% | 3.61% |
Correlation
The correlation between OAKI and EFAS is 0.50, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025 | 0.50 |
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Return for Risk
OAKI vs. EFAS — Risk / Return Rank
OAKI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EFAS
OAKI vs. EFAS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Large Cap ETF (OAKI) and Global X MSCI SuperDividend® EAFE ETF (EFAS). 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.
| OAKI | EFAS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.45 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.31 | — |
| Martin ratioReturn relative to average drawdown | — | 13.02 | — |
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Drawdowns
OAKI vs. EFAS - Drawdown Comparison
The maximum OAKI drawdown since its inception was -13.94%, smaller than the maximum EFAS drawdown of -44.38%. Use the drawdown chart below to compare losses from any high point for OAKI and EFAS.
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Drawdown Indicators
| OAKI | EFAS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.94% | -44.38% | +30.44% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.30% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.84% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.81% | — |
Current DrawdownCurrent decline from peak | -3.29% | 0.00% | -3.29% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -7.00% | +2.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.16% | — |
Volatility
OAKI vs. EFAS - Volatility Comparison
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Volatility by Period
| OAKI | EFAS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.41% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.79% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 10.91% | +7.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.95% | 15.52% | +2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 18.24% | -0.29% |
OAKI vs. EFAS - Expense Ratio Comparison
OAKI has a 0.65% expense ratio, which is higher than EFAS's 0.55% expense ratio.
Dividends
OAKI vs. EFAS - Dividend Comparison
OAKI's dividend yield for the trailing twelve months is around 0.04%, less than EFAS's 4.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFAS Global X MSCI SuperDividend® EAFE ETF | 4.58% | 4.83% | 6.76% | 6.33% | 7.28% | 5.19% | 4.34% | 5.75% | 6.63% | 6.15% | 0.21% |
OAKI Oakmark International 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% |
Frequently Asked Questions
OAKI and EFAS 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, EFAS is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EFAS is cheaper with a 0.55% expense ratio, compared with 0.65% for OAKI.
EFAS has the higher dividend yield at 4.58%, compared with 0.04% for OAKI.
OAKI is categorized as Foreign Large Cap Equities, while EFAS is Dividend. They also come from different issuers: Oakmark and Global X. Their fees differ too: 0.65% for OAKI and 0.55% for EFAS.
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