OAKI vs VTI

OAKI vs VTI

Which is better, OAKI or VTI?

VTI costs less.

VTI has a lower expense ratio. OAKI is less concentrated, with 31.6% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTILess Concentrated: OAKI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricOAKIVTI
Expense Ratio0.65%0.03%Best
AUM$87M$666.9B
Dividend Yield0.04%1.03%
Holdings553,543
YTD Return+3.96%+12.08%Best
1Y Return-+16.31%
3Y Return (annualized)-+20.83%
5Y Return (annualized)-+11.89%
Top 10 Weight31.6%Best33.3%
Fund FamilyOakmark FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 11, 2025May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

OAKI vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

OAKI vs VTI Performance

Oakmark International Large Cap ETF (OAKI) is an ETF from Oakmark Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, OAKI is up 3.96% versus a gain of 12.08% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

OAKI charges 0.65% per year while VTI charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, OAKI currently yields 0.04% against 1.03% for VTI.

Holdings Overlap

OAKI already in VTI5.5%
VTI already in OAKI1.1%

5.5% of OAKI's money is in holdings VTI also owns. 1.1% of VTI's money is in holdings OAKI also owns.

OAKI and VTI share little of their money.

7 positions in common, counted across the 50 positions we hold weights for in OAKI and 3,463 in VTI, against full books of 55 and 3,543.

What only one of them owns

Our book lists 1,143 positions for VTI that do not appear in our book for OAKI (96.3% of the fund), and 3 for OAKI that do not appear in VTI (5.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in OAKIWeight in VTIDifference
SUNBSunbelt Rentals2.88%0.04%2.84%
MAMastercard Inc0.37%0.63%0.26%
MDLZMondelez International Inc Com A Npv0.70%0.11%0.59%
RGAReinsurance Group of America, Incorporated0.69%0.02%0.67%
BKNGBooking Holdings, Inc.0.29%0.21%0.08%
NKENike Inc0.34%0.07%0.27%
WATWaters Corp.0.26%0.05%0.21%

You are not choosing between two funds in isolation.

Whichever of OAKI and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

OAKIVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OAKI or VTI?

OAKI has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option, by $62 a year on a $10,000 investment.

What is the holdings overlap between OAKI and VTI?

5.5% of OAKI's money is in holdings VTI also owns. 1.1% of VTI's is in holdings OAKI also owns. They hold 7 positions in common, counted across the 50 positions we hold weights for in OAKI and 3,463 in VTI.

Which pays a higher dividend, OAKI or VTI?

OAKI yields 0.04% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than OAKI?

VTI has a lower expense ratio. OAKI is less concentrated, with 31.6% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.