OAKG vs VOO
Oakmark Global Large Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | OAKG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.62% | 0.03% | |
| AUM | $38M | $997.4B | |
| Dividend Yield | 0.04% | 1.08% | |
| Holdings | 51 | 509 | |
| YTD Return | +4.96% | +12.95% | |
| 1Y Return | - | +20.69% | |
| 3Y Return (annualized) | - | +22.09% | |
| 5Y Return (annualized) | - | +13.40% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -11.5% | -34.3% | |
| Fund Family | Oakmark Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2025 | Sep 7, 2010 |
OAKG vs VOO Performance
Oakmark Global Large Cap ETF (OAKG) is a ETF from Oakmark Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, OAKG is up 4.96% versus a gain of 12.95% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.5% for OAKG and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
OAKG charges 0.62% per year while VOO charges 0.03%. On a $10,000 position that is $62 vs $3 annually, a gap of $59 per year that compounds over a long holding period. On income, OAKG currently yields 0.04% against 1.08% for VOO.
Holdings Overlap
OAKG and VOO share 22 holdings out of 536 unique holdings combined, representing a 5.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OAKG or VOO?
OAKG has an expense ratio of 0.62% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
What is the holdings overlap between OAKG and VOO?
OAKG and VOO share 22 common holdings with a 5.9% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, OAKG or VOO?
OAKG yields 0.04% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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