OAKG vs VYM
Oakmark Global Large Cap ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | OAKG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.62% | 0.04% | |
| AUM | $39M | $81.6B | |
| Dividend Yield | 0.04% | 2.24% | |
| Holdings | 56 | 613 | |
| YTD Return | +6.90% | +14.87% | |
| 1Y Return | - | +21.39% | |
| 3Y Return (annualized) | - | +18.69% | |
| 5Y Return (annualized) | - | +11.98% | |
| Volatility (annualized) | - | 14.5% | |
| Max Drawdown | -11.5% | -58.8% | |
| Fund Family | Oakmark Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 11, 2025 | Nov 10, 2006 |
OAKG vs VYM Performance
Oakmark Global Large Cap ETF (OAKG) is a ETF from Oakmark Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, OAKG is up 6.90% versus a gain of 14.87% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -11.5% for OAKG and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $62 vs $4 annually, a gap of $58 per year that compounds over a long holding period. On income, OAKG currently yields 0.04% against 2.24% for VYM.
Holdings Overlap
OAKG and VYM share 10 holdings out of 644 unique holdings combined, representing a 3.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OAKG or VYM?
OAKG has an expense ratio of 0.62% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
What is the holdings overlap between OAKG and VYM?
OAKG and VYM share 10 common holdings with a 3.7% weight overlap. Combined, they hold 644 unique securities.
Which pays a higher dividend, OAKG or VYM?
OAKG yields 0.04% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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