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Oakmark

1M record: 4–0
Made money: 100%
Money made: $59.5M
Typical return: +4.1%

At a glance · 1 month · Oct 13, 2026 – Nov 13, 2026

Funds

−0.1%

BNDX−0.1%

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Portfolio

1 month

4

96th most of 96

AssetsMoney invested$1.7B<1% of all ETF money

Win %1 month100%4 of 4 · all 40%

Money made1 month$59.5M7th most of 96 issuers

Typical return1 month+4.1%Middle fund · all −0.7%

Hot streakWeekly—Weekly scores not in yet

Fee per $100Each year$0.6462nd lowest of 96

Launches202613 in 12 months

Data as of Nov 13, 2026 · a scoreboard, not advice

Head to Head

Swap sides Versus in desk

Oakmark vs SPDR

1M

OakmarkvsSPDR

The four scored measures

$59.5MMoney madeAll US ETFs −$338B−$40.8B

100%Win %All US ETFs 40%56%

+4.1%Typical returnMiddle fund · all US ETFs −0.7%+0.2%

$0.64Fee per $100All US ETFs $0.18 · lower wins$0.12

Also measured · not scored

$1.7BAUMAll US ETFs $16.45T$2.15T

$10.8MFees earnedIssuer’s take · all US ETFs $29.4B$2.5B

4FundsAll US ETFs 5,774187

1Launches 2026All US ETFs 1,13516

4 of 4Funds that made moneyOf funds with a full period104 of 187

$14.9MMoney made per fundMoney made ÷ funds−$218M

3WinsOf the four scored measures1

Oakmark vs SPDR · past month · as of Nov 13, 2026 · money made is an estimate · dots mark the 4 scored measures

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Oakmark vs SPDR

1Y

4 funds · $1.7BOakmarkvsSPDRState Street · 187 funds · $2.15T

Money made

$199M

$193B

SPDR wins967.2×

Assets

$1.7B

$2.15T

SPDR1275.9× more

Fees earned

$10.8M

$2.5B

SPDR234.4× more

Launches 2026

1

16

Top 5 ETF Issuers

1M

IssuerFundsMoney madeAUMWin %Typical returnFee per $100Launches 2026Fees earned

Schwab34$1.6B$627B61%+0.1%$0.071$441M

Akre Fund1$228M$4.9B100%+4.8%$0.980$48.4M

Bahl & Gaynor4$151M$4.8B100%+3.1%

Fund vs Fund

1Y

OakmarkvsSPDR

Fund1YPair1YFundFee / $100

OAKM+19.7%Large Cap+10.0%DIA$0.64 · $0.16

OAKI[…]Ex-US Broad+12.0%CWI$0.70 · $0.30

OAKG[…]Global+23.7%GNR$0.67 · $0.40

1Wins0

Oakmark vs SPDR ETFs · past-year returns · as of Nov 13, 2026 · faded bar = a loss · fee Oakmark · SPDR

SPDR16.0× more

Win %

100%

77%

Oakmark wins+22.9 pts

Typical fund return

+19.7%

+6.8%

Oakmark wins+12.8 pts

Fee per $100

$0.64

$0.12

SPDR wins5× cheaper

2–2level

Oakmark vs SPDR · past year · as of Nov 13, 2026 · each pair scaled to its bigger value

Total Money Made by ETF Issuers

1M

−$338Bmade by all US ETFs · an estimate

Top 5 ETF issuers · money made · as of Nov 13, 2026

$0.50

0

$24.4M

Oakmark4$59.5M$1.7B100%+4.1%$0.641$10.8M

SPDR187−$40.8B$2.15T56%+0.2%$0.1216$2.5B

All US ETFs5,774−$338B$16.45T40%−0.7%$0.181,135$29.4B

Rank among the five 1st → last · ties share a colourFunds and fees earned: not rankedFee per $100: lower ranks higher

Top 5 ETF issuers by money made · 1M · as of Nov 13, 2026

Matched Funds

Today

Pair · TodayOakmarkSPDR

Large CapOAKM +0.8%DIA +0.1%

Ex-US BroadOAKI +0.3%CWI −0.3%

GlobalOAKG +0.4%GNR +0.1%

The desk keeps Oakmark vs SPDR open while you browse: all 3 pairs with 1Y, fees and assets.Open in desk

Next matchups · money made, Oakmark $199M

vs Schwab$1.6B vs Akre Fund$228M vs Bahl & Gaynor$151M

Oakmark vs SPDR · today’s moves · as of Nov 13, 2026

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OOakmark

Head to Head

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