OAKM vs VXUS
OAKM vs VXUS
Oakmark US Large Cap ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | OAKM | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.05% | |
| AUM | $1.1B | $156.5B | |
| Dividend Yield | 0.67% | 2.60% | |
| Holdings | 40 | 8,747 | |
| YTD Return | +7.56% | +14.57% | |
| 1Y Return | +21.34% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 10.5% | 15.1% | |
| Max Drawdown | -15.2% | -39.9% | |
| Fund Family | Oakmark Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 3, 2024 | Jan 26, 2011 |
OAKM vs VXUS Performance
Oakmark US Large Cap ETF (OAKM) is a ETF from Oakmark Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OAKM returned +21.34% while VXUS returned +27.82%. Year to date, OAKM is up 7.56% versus a gain of 14.57% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.5% for OAKM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.2% for OAKM and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OAKM charges 0.59% per year while VXUS charges 0.05%. On a $10,000 position that is $59 vs $5 annually, a gap of $54 per year that compounds over a long holding period. On income, OAKM currently yields 0.67% against 2.60% for VXUS.
Holdings Overlap
OAKM and VXUS share 1 holdings out of 7899 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in OAKM | Weight in VXUS | Difference |
|---|---|---|---|
| AMRZ:SM | 1.59% | 0.07% | 1.52% |
Frequently Asked Questions
Which is cheaper, OAKM or VXUS?
OAKM has an expense ratio of 0.59% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, OAKM or VXUS?
Over the past year OAKM returned +21.34% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), OAKM annualized +14.07% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, OAKM or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 10.5% for OAKM. Worst drawdown: OAKM -15.2% vs VXUS -39.9%.
Should I hold both OAKM and VXUS?
OAKM and VXUS have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OAKM and VXUS?
OAKM and VXUS share 1 common holdings with a 0.1% weight overlap. Combined, they hold 7899 unique securities.
Which pays a higher dividend, OAKM or VXUS?
OAKM yields 0.67% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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