Compare · 2 funds side by side · dividends reinvested

OAKG and VT

OAKGOakmark×VTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,014VT · best of the two

02 / 03

OAKG and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.56%+10.9%+12.2%+22.6%+9.9%−9.7%14.0%$81.8B1.0

Oakmark Global Large Cap ETFInternational · Global0.67%0.04%+4.7%[…][…][…][…][…]$40M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: OAKG 2025 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Oakmark Global Large Cap ETF · $40M[…]

OAKG

Vanguard Total World Stock ETF · $81.8B$16,014

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

OAKGMeasureVT

+4.7%Year to dateJan 1 → Nov 3+10.9%

[…]1 yearTotal return+12.2%

[…]3 years · per year$10,000 became […] · $18,441+22.6%

[…]5 years · per year$10,000 became […] · $16,014+9.9%

0.67%Expense ratio$67 · $6 a year on $10k · lower is better0.06%

0.04%Trailing 12-mo yield$4 · $156 a year on $10k1.56%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer14.0%

OAKGVT Winner of the row, in its colourEach row: the bigger of the two fills its side

0–3VT wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OAKG vs VT: Top 5 Holdings

Today

OAKG

15.2%in top 5

in top 515.6%

OAKGStockVT

not top 5NVDA4.5%

not top 5AAPL4.1%

not top 5MSFT3.2%

3.2%CRMnot top 5

3.1%ABNBnot top 5

3.1%SUNBnot top 5

3.0%ADS.DEnot top 5

2.7%IQVnot top 5

not top 5AMZN2.0%

not top 5GOOGL1.7%

Held in common5.5%

End-of-day Nov 3, 2026 · share of each fund

OAKG vs VT Returns, Every Period

OakmarkOAKG

[…]

past year

VTVanguard

+12.2%

past year

OAKGVTFaded: behind in that period

0–1VT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OAKG vs VT

YTD

OakmarkOAKG

+4.7%

VTVanguard

+10.9%

+4.7%Year to date+10.9%

[…]Worst drop · 1Y−9.7%

[…]Volatility · 1Y14.0%

0.0%Yield1.6%

$40.0MAssets$81.8B

2–0VT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OAKG, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

OAKG0.67%$67

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OAKG, VT

1.56%highest, VT

FundTrailing yieldYield$10k

VT1.56%$156

OAKG0.04%$4

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$150most kept, VT

VT$156 − $6 = $150

OAKG$4 − $67 = −$63

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OAKG, VT

Today

5.5%most shared, OAKG and VT

OAKGVT

OAKG—5.5%

VT5.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%VT, at 14.0% volatility

VTWorst drop−9.7%14.0% vol

OAKGWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VTOAKG

+10.9%Year to date+4.7%

1.6%Yield0.0%

+12.2%Past year[…]

0.06%Fee0.67%

3–0VT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026