Compare · 2 funds side by side · dividends reinvested

OAKM and VOO

OAKMOakmark×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

OAKM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Oakmark U.S. Large Cap ETFUS Stock Styles · Large cap0.64%0.59%+13.7%+22.2%[…][…]−8.6%13.6%$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 4, 2026 · returns include dividends · since: OAKM 2024 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Oakmark U.S. Large Cap ETF · $1.2B[…]

OAKM

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

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

OAKMMeasureVOO

+13.7%Year to dateJan 1 → Nov 4+13.4%

+22.2%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.64%Expense ratio$64 · $3 a year on $10k · lower is better0.03%

0.59%Trailing 12-mo yield$59 · $105 a year on $10k1.05%

−8.6%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.8%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OAKM vs VOO: Top 5 Holdings

Today

OAKM

18.0%in top 5

VOO

in top 528.3%

OAKMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

3.8%CRMnot top 5

not top 5AMZN3.7%

3.6%FInot top 5

3.6%KDPnot top 5

3.5%ABNBnot top 5

3.5%ICEnot top 5

not top 5GOOGL3.1%

Held in common9.7%

End-of-day Nov 4, 2026 · share of each fund

OAKM vs VOO Returns, Every Period

OakmarkOAKM

+22.2%

past year

VOOVanguard

+13.5%

past year

OAKMVOOFaded: behind in that period

2–0OAKM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OAKM vs VOO

YTD

OakmarkOAKM

+13.7%

VOOVanguard

+13.4%

+13.7%Year to date+13.4%

−8.6%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.8%

0.6%Yield1.1%

$1.2BAssets$1.00T

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OAKM, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

OAKM0.64%$64

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OAKM, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

OAKM0.59%$59

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

OAKM$59 − $64 = −$5

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OAKM, VOO

Today

9.7%most shared, OAKM and VOO

OAKMVOO

OAKM—9.7%

VOO9.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.2%OAKM, at 13.6% volatility

VOOWorst drop−8.9%12.8% vol

OAKMWorst drop−8.6%13.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOOOAKM

+13.4%Year to date+13.7%

1.1%Yield0.6%

+13.5%Past year+22.2%

0.03%Fee0.64%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026