OAKI vs VYM

OAKI vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricOAKIVYMWinner
Expense Ratio0.65%0.04%
AUM$86M$81.6B
Dividend Yield0.04%2.24%
Holdings55616
YTD Return+5.53%+14.66%
1Y Return-+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)-14.6%
Max Drawdown-13.9%-58.8%
Fund FamilyOakmark FundsVanguard (US)
CategoryEquityEquity
InceptionDec 11, 2025Nov 10, 2006

OAKI vs VYM Performance

Oakmark International Large Cap ETF (OAKI) is a ETF from Oakmark Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, OAKI is up 5.53% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.9% for OAKI 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

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 2.24% for VYM.

Holdings Overlap

0.8%overlap

OAKI and VYM share 4 holdings out of 649 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in OAKIWeight in VYMDifference
MDLZ0.70%0.31%0.39%
TEL0.50%0.24%0.26%
RGA0.67%0.06%0.61%
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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. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between OAKI and VYM?

OAKI and VYM share 4 common holdings with a 0.8% weight overlap. Combined, they hold 649 unique securities.

Which pays a higher dividend, OAKI or VYM?

OAKI yields 0.04% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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