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:
0.19
IVV:
0.31
OANMX:
0.39
IVV:
0.57
OANMX:
1.06
IVV:
1.08
OANMX:
0.20
IVV:
0.31
OANMX:
0.85
IVV:
1.41
OANMX:
4.08%
IVV:
4.19%
OANMX:
18.23%
IVV:
18.93%
OANMX:
-46.51%
IVV:
-55.25%
OANMX:
-12.82%
IVV:
-13.89%
Returns By Period
In the year-to-date period, OANMX achieves a -7.30% return, which is significantly higher than IVV's -9.91% return.
OANMX
-7.30%
-8.01%
-7.37%
3.44%
19.31%
N/A
IVV
-9.91%
-5.92%
-9.07%
6.52%
14.69%
11.62%
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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 1.45%, which matches IVV's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | 1.45% | 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 | 1.46% | 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
Oakmark Fund Institutional Class (OANMX) and iShares Core S&P 500 ETF (IVV) have volatilities of 12.94% and 13.62%, 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.