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OAKM and USFE share 11.2% of their holdings.
| Side by side | OAKM | USFE |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.64% | 0.79% |
| Cost per year on $10k | $64 | $79 |
| Trailing 12-mo yield | 0.60% | 0.00% |
| Income per year on $10k | $60 | $0 |
| YTD | +10.9% | — |
| 1 year | +19.5% | — |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −8.6% | — |
| Volatility · 1Y | 13.2% | — |
| Holdings | 0 | 53 |
| Assets | $1.2B | $5M |
| Leverage | None | None |
| Since | 2024 | 2026 |
Highlighted = best in the row. Returns include dividends.