Compare · 2 funds side by side · dividends reinvested

OAKM and IYF

OAKMOakmark×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,051IYF · best of the two

02 / 04

OAKM and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Oakmark U.S. Large Cap ETFUS Stock Styles · Large cap0.64%0.60%+11.4%+20.4%[…][…]−8.6%13.7%$1.2B1.3

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+4.2%+9.9%+24.1%+9.9%−13.9%15.1%$3.9B1.5

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 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Oakmark U.S. Large Cap ETF · $1.2B[…]

OAKM

IYF

iShares U.S. Financials ETF · $3.9B$16,051

$10,000 five years ago, dividends reinvested · they hold 13.3% in common

OAKMMeasureIYF

+11.4%Year to dateJan 1 → Nov 5+4.2%

+20.4%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $19,126+24.1%

[…]5 years · per year$10,000 became […] · $16,050+9.9%

0.64%Expense ratio$64 · $37 a year on $10k · lower is better0.37%

0.60%Trailing 12-mo yield$60 · $147 a year on $10k1.47%

−8.6%Worst dropSmaller is better−13.9%

13.7%VolatilityLower is calmer15.1%

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

4–2OAKM wins

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 IYF: Top 5 Holdings

Today

OAKM

18.3%in top 5

IYF

in top 534.7%

OAKMStockIYF

not top 5BRK-B12.7%

not top 5JPM11.0%

3.8%CRMnot top 5

not top 5WFC3.7%

3.7%FInot top 5

3.7%KDPnot top 5

not top 5BAC3.7%

3.6%ABNBnot top 5

not top 5GS3.6%

3.5%0Y4Q.Lnot top 5

Held in common13.3%

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

OAKM vs IYF Returns, Every Period

OakmarkOAKM

+20.4%

past year

IYFiShares

+9.9%

past year

OAKMIYFFaded: behind in that period

2–0OAKM wins

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

Stocks vs Sector: OAKM vs IYF

YTD

OakmarkOAKM

+11.4%

IYFiShares

+4.2%

+11.4%Year to date+4.2%

−8.6%Worst drop · 1Y−13.9%

13.7%Volatility · 1Y15.1%

0.6%Yield1.5%

$1.2BAssets$3.9B

3–1OAKM wins

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

Cost, Income and Risk

Fees: OAKM, IYF

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

OAKM0.64%$64

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

Yields: OAKM, IYF

1.47%highest, IYF

FundTrailing yieldYield$10k

IYF1.47%$147

OAKM0.60%$60

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

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

OAKM$60 − $64 = −$4

KeptFee

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

Overlap: OAKM, IYF

Today

13.3%most shared, OAKM and IYF

OAKMIYF

OAKM—13.3%

IYF13.3%—

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

OAKMWorst drop−8.6%13.7% vol

IYFWorst drop−13.9%15.1% vol

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

Paid More vs Made More

YTD

IYFOAKM

+4.2%Year to date+11.4%

1.5%Yield0.6%

+9.9%Past year+20.4%

0.37%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