OAKI vs. GVAL
OAKI (Oakmark International Large Cap ETF) and GVAL (Cambria Global Value ETF) are both exchange-traded funds - OAKI is a Foreign Large Cap Equities fund actively managed by Oakmark, while GVAL is a Global Equities fund actively managed by Cambria. Both are actively managed. Their 0.70 correlation means they have sometimes moved together and sometimes differently. OAKI charges 0.65%/yr vs 0.66%/yr for GVAL.
Performance
OAKI vs. GVAL - 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 GVAL's 17.72% return.
OAKI
- 1D
- 1.50%
- 1M
- 1.86%
- 6M
- -1.10%
- YTD
- 1.91%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
GVAL
- 1D
- -0.65%
- 1M
- 2.72%
- 6M
- 6.76%
- YTD
- 17.72%
- 1Y
- 33.67%
- 3Y*
- 24.66%
- 5Y*
- 14.72%
- 10Y*
- 10.77%
- ALL TIME*
- 6.79%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.31M | $5.42M | $8.17M | |
| $137.71K | $198.32K | $198.59K |
OAKI vs. GVAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
OAKI Oakmark International Large Cap ETF | 1.91% | 0.73% |
GVAL Cambria Global Value ETF | 17.72% | 1.63% |
Correlation
The correlation between OAKI and GVAL is 0.70, 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 | 0.71 |
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Return for Risk
OAKI vs. GVAL — Risk / Return Rank
OAKI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GVAL
OAKI vs. GVAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Large Cap ETF (OAKI) and Cambria Global Value ETF (GVAL). 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 | GVAL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.94 | — |
| Martin ratioReturn relative to average drawdown | — | 10.89 | — |
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Drawdowns
OAKI vs. GVAL - Drawdown Comparison
The maximum OAKI drawdown since its inception was -13.94%, smaller than the maximum GVAL drawdown of -46.82%. Use the drawdown chart below to compare losses from any high point for OAKI and GVAL.
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Drawdown Indicators
| OAKI | GVAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.94% | -46.82% | +32.88% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.50% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -15.72% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.83% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.82% | — |
Current DrawdownCurrent decline from peak | -3.29% | -2.04% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -13.74% | +9.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.11% | — |
Volatility
OAKI vs. GVAL - Volatility Comparison
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Volatility by Period
| OAKI | GVAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.40% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.15% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 15.89% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.95% | 18.61% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 18.99% | -1.04% |
OAKI vs. GVAL - Expense Ratio Comparison
OAKI has a 0.65% expense ratio, which is lower than GVAL's 0.66% expense ratio.
Dividends
OAKI vs. GVAL - Dividend Comparison
OAKI's dividend yield for the trailing twelve months is around 0.04%, less than GVAL's 2.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GVAL Cambria Global Value ETF | 2.43% | 2.93% | 4.75% | 6.12% | 5.05% | 2.97% | 1.90% | 2.84% | 4.65% | 2.00% | 2.54% | 2.11% |
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% | 0.00% |
Frequently Asked Questions
OAKI and GVAL have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OAKI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OAKI is cheaper with a 0.65% expense ratio, compared with 0.66% for GVAL.
GVAL has the higher dividend yield at 2.43%, compared with 0.04% for OAKI.
OAKI is categorized as Foreign Large Cap Equities, while GVAL is Global Equities. They also come from different issuers: Oakmark and Cambria. Their fees differ too: 0.65% for OAKI and 0.66% for GVAL.
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