OAKG vs VT

AOAKG

BVT

Measures won0–2VT wins · of 6 · 5Y

$10,000 · 5Y$16,014VT

Lowest cost0.06%VT · $6 on $10k

Most income1.56%VT · $156 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common5.5%OAKG and VT

OAKG

Oakmark Global Large Cap ETF · $40MVanguard Total World Stock ETF · $81.8B

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

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

0.67%Expense ratio$67 · $6 on $10k · lower wins0.06%

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

[…]Worst dropSmaller wins−9.7%

[…]VolatilityLower wins14.0%

0–2VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsOAKG · VT

1.9%GOOGL1.7%

2.1%META1.4%

0.8%BAC0.3%

1.5%NFLX0.2%

Held in common5.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	AOAKG	Oakmark Global Large Cap ETFRead Desk		0.67%	0.04%	−0.9%	+4.7%	new	new	new	[…]	$40M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.56%	0.0%	+10.9%	+12.2%	+22.6%	+9.9%	−9.7%	$81.8B
2	AOAKG	Oakmark Global Large Cap ETFRead Desk		0.67%	0.04%	−0.9%	+4.7%	new	new	new	[…]	$40M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OAKG vs VT

OAKG

Oakmark Global Large Cap

[…]

Vanguard Total World Stock

$16,014

MeasureOAKGVT

Fee0.67%0.06%

Cost on $10k a year$67$6

Yield0.04%1.56%

5 years, per year[…]+9.9%

3 years, per year[…]+22.6%

Worst drop · 1Y[…]−9.7%

Volatility · 1Y[…]14.0%

2–0measures won
VT first

5.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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