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OAKM and OAKL share 41.4% of their holdings.
| Side by side | OAKM | TCAF | OAKL | PBJ |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.64% | 0.31% | 0.64% | 0.64% |
| Cost per year on $10k | $64 | $31 | $64 | $64 |
| Trailing 12-mo yield | 0.61% | 0.44% | 0.00% | 1.24% |
| Income per year on $10k | $61 | $44 | $0 | $124 |
| YTD | +9.9% | +13.9% | — | +6.5% |
| 1 year | +15.4% | +11.8% | — | +7.0% |
| 3 years · per year | — | +21.3% | — | +6.6% |
| 5 years · per year | — | — | — | +3.7% |
| Worst drop · 1Y | −8.6% | −11.3% | — | −11.2% |
| Volatility · 1Y | 13.4% | 12.2% | — | 13.4% |
| Holdings | 0 | 96 | 0 | 31 |
| Assets | $1.2B | $8.2B | $334M | $105M |
| Leverage | None | None | None | None |
| Since | 2024 | 2023 | 2026 | 2005 |
Highlighted = best in the row. Returns include dividends.