OANMX vs. IVV

In the year-to-date period, OANMX achieves a 1.45% return, which is significantly higher than IVV's 1.21% return.

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OANMX has a 0.68% expense ratio, which is higher than IVV's 0.03% expense ratio.

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.

The current OANMX Sharpe Ratio is 0.56, which is comparable to the IVV Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of OANMX and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OANMX's dividend yield for the trailing twelve months is around 1.32%, more than IVV's 1.30% yield.

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.

Oakmark Fund Institutional Class (OANMX) has a higher volatility of 5.26% compared to iShares Core S&P 500 ETF (IVV) at 4.74%. This indicates that OANMX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.