OAKG vs JDST

Comparison between OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF) and Direxion Daily Junior Gold Miners Index Bear -2X Shares (JDST, ETF).

OAKG vs JDST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OAKG(ETF)	JDST(ETF)
Net Assets	$33M	$33M
Expense Ratio	0.62%	N/A
Max Drawdown	11.52%	100.00%
Sharpe Ratio	-0.51	-1.01
5Y Beta	0.86	0.00
5Y Dividends CAGR	N/A	-48.19%

Net Assets

OAKG

$33M

Winner

JDST

$33M

Expense Ratio

OAKG

0.62%

JDST

N/A

Max Drawdown

Winner

OAKG

11.52%

JDST

100.00%

Sharpe Ratio

Winner

OAKG

-0.51

JDST

-1.01

5Y Beta

OAKG

0.86

Winner

JDST

0.00

5Y Dividends CAGR

OAKG

N/A

JDST

-48.19%

OAKG vs JDST - Holdings Comparison

OAKG and JDST have 0 common holdings. Overlap is 0.00%

OAKG's top 25 holdings weight is 61.28%. JDST's top 25 holdings weight is 37.13%.

Rank	OAKG	JDST
#1	BNP PARIBAS ACT. CAT.A (n/a) - 3.38%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 37.13%
#2	IQVIA HOLDINGS INC (IQV) - 3.26%	N/A
#3	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.22%	N/A
#4	SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.01%	N/A
#5	ADIDAS AG (n/a) - 2.92%	N/A
#6	SALESFORCE INC (CRM) - 2.72%	N/A
#7	ELEVANCE HEALTH INC (ELV) - 2.66%	N/A
#8	SYSCO CORP (SYY) - 2.64%	N/A
#9	JULIUS BAER GRUPPE AG (n/a) - 2.52%	N/A
#10	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.47%	N/A
#11	SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 2.44%	N/A
#12	DASSAULT SYSTEMES SE (n/a) - 2.33%	N/A
#13	HEXAGON AB ADR (HXGBY) - 2.32%	N/A
#14	GLENCORE PLC (n/a) - 2.29%	N/A
#15	BAYER AG (n/a) - 2.28%	N/A
#16	KEURIG DR PEPPER INC (KDP) - 2.26%	N/A
#17	DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.21%	N/A
#18	CNH INDUSTRIAL NV (CNH) - 2.16%	N/A
#19	DSV AS (n/a) - 2.09%	N/A
#20	SYMRISE AG (n/a) - 2.07%	N/A
#21	WILLIS TOWERS WATSON PLC (WTW) - 2.05%	N/A
#22	ALPHABET INC CLASS A (GOOGL) - 2.01%	N/A
#23	SAP SE (n/a) - 2.00%	N/A
#24	INTERCONTINENTAL EXCHANGE INC (ICE) - 2.00%	N/A
#25	BAYERISCHE MOTOREN WERKE AG (n/a) - 1.97%	N/A
Total Holdings	55	1

OAKG vs JDST - Historical Returns

Returns include dividend reinvestment.

Period	OAKG	JDST
1 month	+0.98%	+40.65%
3 months	+2.58%	+23.26%
6 months	-1.63%	-29.15%
1 year	N/A	-77.89%
5 years(CAGR)	N/A	-51.21%
10 years(CAGR)	N/A	-63.58%
Max(CAGR)	-4.09%	-69.40%

OAKG

+0.98%

Winner

JDST

+40.65%

OAKG

+2.58%

Winner

JDST

+23.26%

Winner

OAKG

-1.63%

JDST

-29.15%

OAKG

N/A

JDST

-77.89%

5Y(CAGR)

OAKG

N/A

JDST

-51.21%

10Y(CAGR)

OAKG

N/A

JDST

-63.58%

Max(CAGR)

Winner

OAKG

-4.09%

JDST

-69.40%

OAKG vs JDST - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	OAKG	JDST
2026	-2.28%	-25.83%
2025	-0.00%	-90.16%
2024	N/A	-42.94%
2023	N/A	-23.51%
2022	N/A	-29.38%
2021	N/A	+29.27%
2020	N/A	-95.91%
2019	N/A	-80.12%
2018	N/A	+7.11%
2017	N/A	-55.18%
2016	N/A	-97.41%
2015	N/A	-45.81%
2014	N/A	-69.62%
2013	N/A	+55.72%

OAKG vs JDST Drawdown Comparison

The maximum drawdown for OAKG was -11.52%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for JDST was -100.00%, occurring on Feb 27, 2026. This drawdown has not yet recovered.

The current OAKG drawdown is -5.69%. The current JDST drawdown is -100.00%.

Rank	OAKG	JDST
#1	-11.52% Jan 14, 2026 - Mar 30, 2026	-100.00% Dec 6, 2013 - Feb 27, 2026
#2	-1.51% Dec 11, 2025 - Dec 26, 2025	-45.71% Oct 11, 2013 - Nov 22, 2013
#3	-0.99% Jan 9, 2026 - Jan 14, 2026	-11.98% Nov 27, 2013 - Dec 2, 2013
#4	-0.64% Jan 6, 2026 - Jan 8, 2026	-9.90% Dec 3, 2013 - Dec 6, 2013
#5	-0.43% Dec 30, 2025 - Jan 5, 2026	N/A
#6	-0.10% Dec 26, 2025 - Dec 30, 2025	N/A