OAKI vs VYM

OAKI vs VYM

Which is better, OAKI or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 31.9%.

Lower Fees: VYMLess Concentrated: VYM

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

MetricOAKIVYM
Expense Ratio0.65%0.04%Best
AUM$87M$81.6B
Dividend Yield0.04%2.22%
Holdings55613
YTD Return+2.99%+13.91%Best
1Y Return-+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Top 10 Weight31.9%25.9%Best
Fund FamilyOakmark FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionDec 11, 2025Nov 10, 2006

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

OAKI vs VYM 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 VYM Performance

Oakmark International Large Cap ETF (OAKI) is an ETF from Oakmark Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, OAKI is up 2.99% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

OAKI charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, OAKI currently yields 0.04% against 2.22% for VYM.

Holdings Overlap

OAKI already in VYM2.2%
VYM already in OAKI0.8%

2.2% of OAKI's money is in holdings VYM also owns. 0.8% of VYM's money is in holdings OAKI also owns.

OAKI and VYM share little of their money.

The two holdings books were reported 50 days apart, OAKI as of Aug 19, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

4 positions in common, counted across the 50 positions we hold weights for in OAKI and 603 in VYM, against full books of 55 and 613.

What only one of them owns

Our book lists 564 positions for VYM that do not appear in our book for OAKI (96.7% of the fund), and 6 for OAKI that do not appear in VYM (8.8%).

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 VYMDifference
MDLZMondelez International Inc. Class A0.70%0.31%0.39%
RGAReinsurance Group Of America Inc0.67%0.06%0.61%
TELTe Connectivity Plc Common Stock Usd0.48%0.24%0.24%
NKENike Inc0.36%0.20%0.16%

You are not choosing between two funds in isolation.

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

OAKIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, OAKI or VYM?

OAKI has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option, by $61 a year on a $10,000 investment.

What is the holdings overlap between OAKI and VYM?

2.2% of OAKI's money is in holdings VYM also owns. 0.8% of VYM's is in holdings OAKI also owns. They hold 4 positions in common, counted across the 50 positions we hold weights for in OAKI and 603 in VYM.

Which pays a higher dividend, OAKI or VYM?

OAKI yields 0.04% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than OAKI?

VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 31.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.