Compare · 2 funds side by side · dividends reinvested

OAKM and IWB

OAKMOakmark×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,543IWB · best of the two

02 / 04

OAKM and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$48.5B1.4

Oakmark U.S. Large Cap ETFUS Stock Styles · Large cap0.64%0.60%+11.4%+20.4%[…][…]−8.6%13.7%$1.2B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: OAKM 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Oakmark U.S. Large Cap ETF · $1.2B[…]

OAKM

IWB

iShares Russell 1000 ETF · $48.5B$16,543

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

OAKMMeasureIWB

+11.4%Year to dateJan 1 → Nov 5+8.1%

+20.4%1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $16,543+10.6%

0.64%Expense ratio$64 · $15 a year on $10k · lower is better0.15%

0.60%Trailing 12-mo yield$60 · $95 a year on $10k0.95%

−8.6%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.6%

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

3–3Level

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

More Ways to See the Pairs

OAKM vs IWB: Top 5 Holdings

Today

OAKM

18.3%in top 5

IWB

in top 525.6%

OAKMStockIWB

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

3.8%CRMnot top 5

3.7%FInot top 5

3.7%KDPnot top 5

not top 5AMZN3.6%

3.6%ABNBnot top 5

3.5%0Y4Q.Lnot top 5

not top 5GOOGL2.4%

Held in common9.7%

End-of-day Nov 5, 2026 · share of each fund

OAKM vs IWB Returns, Every Period

OakmarkOAKM

+20.4%

past year

IWBiShares

+9.6%

past year

OAKMIWBFaded: behind in that period

2–0OAKM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OAKM vs IWB

YTD

OakmarkOAKM

+11.4%

IWBiShares

+8.1%

+11.4%Year to date+8.1%

−8.6%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.6%

0.6%Yield1.0%

$1.2BAssets$48.5B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OAKM, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

OAKM0.64%$64

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OAKM, IWB

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

OAKM0.60%$60

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

OAKM$60 − $64 = −$4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OAKM, IWB

Today

9.7%most shared, OAKM and IWB

OAKMIWB

OAKM—9.7%

IWB9.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.4%OAKM, at 13.7% volatility

IWBWorst drop−8.9%13.6% vol

OAKMWorst drop−8.6%13.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWBOAKM

+8.1%Year to date+11.4%

1.0%Yield0.6%

+9.6%Past year+20.4%

0.15%Fee0.64%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026