OAKLX vs. IVV
Compare and contrast key facts about Oakmark Select Fund (OAKLX) and iShares Core S&P 500 ETF (IVV).
OAKLX is managed by Oakmark. It was launched on Nov 1, 1996. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKLX or IVV.
Correlation
The correlation between OAKLX and IVV is 0.85, 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
OAKLX vs. IVV - Performance Comparison
Key characteristics
OAKLX:
1.53
IVV:
1.99
OAKLX:
2.18
IVV:
2.66
OAKLX:
1.28
IVV:
1.36
OAKLX:
2.71
IVV:
3.04
OAKLX:
6.27
IVV:
12.68
OAKLX:
3.52%
IVV:
2.02%
OAKLX:
14.44%
IVV:
12.88%
OAKLX:
-65.99%
IVV:
-55.25%
OAKLX:
-0.50%
IVV:
-0.85%
Returns By Period
In the year-to-date period, OAKLX achieves a 5.07% return, which is significantly higher than IVV's 3.20% return. Over the past 10 years, OAKLX has underperformed IVV with an annualized return of 8.41%, while IVV has yielded a comparatively higher 13.79% annualized return.
OAKLX
5.07%
4.51%
11.04%
19.70%
14.42%
8.41%
IVV
3.20%
1.67%
12.33%
24.74%
14.88%
13.79%
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OAKLX vs. IVV - Expense Ratio Comparison
OAKLX has a 0.98% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
OAKLX vs. IVV — Risk-Adjusted Performance Rank
OAKLX
IVV
OAKLX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Select Fund (OAKLX) and iShares Core S&P 500 ETF (IVV). 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
OAKLX vs. IVV - Dividend Comparison
OAKLX's dividend yield for the trailing twelve months is around 0.29%, less than IVV's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKLX Oakmark Select Fund | 0.29% | 0.31% | 0.51% | 0.31% | 0.04% | 0.00% | 0.67% | 0.18% | 0.28% | 0.94% | 0.30% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.26% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
OAKLX vs. IVV - Drawdown Comparison
The maximum OAKLX drawdown since its inception was -65.99%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for OAKLX and IVV. For additional features, visit the drawdowns tool.
Volatility
OAKLX vs. IVV - Volatility Comparison
The current volatility for Oakmark Select Fund (OAKLX) is 3.65%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.16%. This indicates that OAKLX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.