OAKIX vs. VXUS
Compare and contrast key facts about Oakmark International Fund (OAKIX) and Vanguard Total International Stock ETF (VXUS).
OAKIX is managed by Oakmark. It was launched on Sep 29, 1992. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKIX or VXUS.
Correlation
The correlation between OAKIX and VXUS is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OAKIX vs. VXUS - Performance Comparison
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Key characteristics
OAKIX:
0.40
VXUS:
0.61
OAKIX:
0.80
VXUS:
1.04
OAKIX:
1.10
VXUS:
1.14
OAKIX:
0.52
VXUS:
0.82
OAKIX:
1.41
VXUS:
2.59
OAKIX:
6.28%
VXUS:
4.29%
OAKIX:
19.15%
VXUS:
16.95%
OAKIX:
-67.72%
VXUS:
-35.97%
OAKIX:
-0.65%
VXUS:
-0.08%
Returns By Period
In the year-to-date period, OAKIX achieves a 15.63% return, which is significantly higher than VXUS's 11.81% return. Over the past 10 years, OAKIX has underperformed VXUS with an annualized return of 2.94%, while VXUS has yielded a comparatively higher 5.09% annualized return.
OAKIX
15.63%
10.21%
17.95%
7.62%
14.77%
2.94%
VXUS
11.81%
8.24%
10.51%
10.25%
11.64%
5.09%
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OAKIX vs. VXUS - Expense Ratio Comparison
OAKIX has a 1.04% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
OAKIX vs. VXUS — Risk-Adjusted Performance Rank
OAKIX
VXUS
OAKIX vs. VXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark International Fund (OAKIX) and Vanguard Total International Stock ETF (VXUS). 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.
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Dividends
OAKIX vs. VXUS - Dividend Comparison
OAKIX's dividend yield for the trailing twelve months is around 2.13%, less than VXUS's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKIX Oakmark International Fund | 2.13% | 2.46% | 1.84% | 2.97% | 1.23% | 0.33% | 1.81% | 2.14% | 1.35% | 1.48% | 2.32% | 2.16% |
VXUS Vanguard Total International Stock ETF | 2.97% | 3.37% | 3.25% | 3.09% | 3.10% | 2.14% | 3.06% | 3.17% | 2.73% | 2.93% | 2.83% | 3.40% |
Drawdowns
OAKIX vs. VXUS - Drawdown Comparison
The maximum OAKIX drawdown since its inception was -67.72%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for OAKIX and VXUS. For additional features, visit the drawdowns tool.
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Volatility
OAKIX vs. VXUS - Volatility Comparison
Oakmark International Fund (OAKIX) and Vanguard Total International Stock ETF (VXUS) have volatilities of 3.39% and 3.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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