OANMX vs. IVV
Compare and contrast key facts about Oakmark Fund Institutional Class (OANMX) and iShares Core S&P 500 ETF (IVV).
OANMX is managed by Oakmark. It was launched on Nov 30, 2016. 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: OANMX or IVV.
Correlation
The correlation between OANMX 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
OANMX vs. IVV - Performance Comparison
Key characteristics
OANMX:
1.53
IVV:
1.89
OANMX:
2.21
IVV:
2.55
OANMX:
1.27
IVV:
1.35
OANMX:
2.72
IVV:
2.84
OANMX:
6.59
IVV:
11.79
OANMX:
2.93%
IVV:
2.03%
OANMX:
12.62%
IVV:
12.65%
OANMX:
-46.51%
IVV:
-55.25%
OANMX:
-0.98%
IVV:
-0.39%
Returns By Period
In the year-to-date period, OANMX achieves a 5.29% return, which is significantly higher than IVV's 4.21% return.
OANMX
5.29%
0.56%
10.26%
19.50%
15.97%
N/A
IVV
4.21%
1.28%
10.52%
24.47%
14.68%
13.25%
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OANMX vs. IVV - Expense Ratio Comparison
OANMX has a 0.68% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
OANMX vs. IVV — Risk-Adjusted Performance Rank
OANMX
IVV
OANMX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Institutional Class (OANMX) 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
OANMX vs. IVV - Dividend Comparison
OANMX's dividend yield for the trailing twelve months is around 1.27%, more than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | 1.27% | 1.34% | 1.22% | 1.17% | 0.76% | 0.33% | 1.00% | 0.96% | 0.66% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
OANMX vs. IVV - Drawdown Comparison
The maximum OANMX drawdown since its inception was -46.51%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for OANMX and IVV. For additional features, visit the drawdowns tool.
Volatility
OANMX vs. IVV - Volatility Comparison
The current volatility for Oakmark Fund Institutional Class (OANMX) is 2.53%, while iShares Core S&P 500 ETF (IVV) has a volatility of 2.91%. This indicates that OANMX 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.