LODI vs TOAK
Comparison between AAM SLC LOW DURATION INCOME ETF (LODI, ETF) and TWIN OAK SHORT HORIZON ABSOLUTE RETURN ETF (TOAK, ETF).
LODI vs TOAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LODI
$91M
TOAK
$91M
Expense Ratio
Winner
LODI
0.15%
TOAK
0.25%
Max Drawdown
Winner
LODI
1.44%
TOAK
1.81%
Sharpe Ratio
Winner
LODI
0.59
TOAK
-0.01
5Y Beta
LODI
0.00
Winner
TOAK
-0.00
LODI vs TOAK - Historical Returns
Returns include dividend reinvestment.
1M
LODI
+0.31%
Winner
TOAK
+0.33%
3M
LODI
+0.84%
Winner
TOAK
+0.89%
6M
Winner
LODI
+1.91%
TOAK
+1.62%
1Y
Winner
LODI
+4.98%
TOAK
+3.73%
Max(CAGR)
Winner
LODI
+5.26%
TOAK
+3.99%
LODI vs TOAK - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LODI | TOAK |
|---|---|---|
| 2026 | +2.25% | +1.81% |
| 2025 | +6.22% | +4.28% |
| 2024 | +0.26% | +1.51% |
LODI vs TOAK Drawdown Comparison
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The maximum drawdown for TOAK was -1.81%, occurring on May 20, 2026. This drawdown has not yet recovered.
The current LODI drawdown is -0.14%. The current TOAK drawdown is -1.23%.
| Rank | LODI | TOAK |
|---|---|---|
| #1 | -1.01% Apr 4, 2025 - May 16, 2025 | -1.81% May 12, 2026 - May 20, 2026 |
| #2 | -0.75% Feb 27, 2026 - Apr 20, 2026 | -0.68% Dec 15, 2025 - Feb 20, 2026 |
| #3 | -0.73% Jul 14, 2025 - Aug 4, 2025 | -0.16% Mar 26, 2026 - Apr 20, 2026 |
| #4 | -0.61% Sep 22, 2025 - Sep 29, 2025 | -0.13% Nov 8, 2024 - Nov 18, 2024 |
| #5 | -0.59% Dec 1, 2025 - Jan 5, 2026 | -0.10% Apr 20, 2026 - Apr 28, 2026 |
| #6 | -0.57% Sep 29, 2025 - Nov 17, 2025 | -0.09% Feb 20, 2026 - Mar 10, 2026 |
| #7 | -0.39% Aug 4, 2025 - Aug 27, 2025 | -0.07% Nov 17, 2025 - Nov 21, 2025 |
| #8 | -0.39% Sep 2, 2025 - Sep 19, 2025 | -0.06% Oct 2, 2024 - Oct 7, 2024 |
| #9 | -0.38% Dec 30, 2024 - Jan 16, 2025 | -0.06% Nov 1, 2024 - Nov 5, 2024 |
| #10 | -0.38% Jun 30, 2025 - Jul 14, 2025 | -0.05% Apr 7, 2025 - Apr 10, 2025 |
| #11 | -0.34% Jun 2, 2025 - Jun 9, 2025 | -0.05% May 7, 2025 - May 21, 2025 |
| #12 | -0.33% Feb 10, 2026 - Feb 27, 2026 | -0.05% May 23, 2025 - May 30, 2025 |
| #13 | -0.32% Mar 4, 2025 - Apr 1, 2025 | -0.05% Jun 30, 2025 - Jul 9, 2025 |
| #14 | -0.30% Jun 9, 2025 - Jun 20, 2025 | -0.05% Sep 15, 2025 - Sep 19, 2025 |
| #15 | -0.30% Feb 4, 2025 - Feb 14, 2025 | -0.05% Mar 10, 2026 - Mar 18, 2026 |
Correlation
Correlation between LODI and TOAK is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Select Stocks to Compare
Popular: LODI vs SPYTOAK vs SPY
More Comparisons
Compare with similar stocks