StockComparison Logo
vs

OAKG vs JUNZ

Comparison between OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF) and TRUESHARES STRUCTURED OUTCOME (JUNE) ETF (JUNZ, ETF).

OAKG vs JUNZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OAKG
$33M
JUNZ
$33M
Expense Ratio
Winner
OAKG
0.62%
JUNZ
0.79%
Max Drawdown
Winner
OAKG
11.52%
JUNZ
18.03%
Sharpe Ratio
OAKG
-0.51
Winner
JUNZ
1.31
5Y Beta
OAKG
0.86
Winner
JUNZ
0.72

OAKG vs JUNZ - Holdings Comparison

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

OAKG's top 25 holdings weight is 61.28%. JUNZ's top 25 holdings weight is 8.01%.

RankOAKGJUNZ
#1
BNP PARIBAS ACT. CAT.A (n/a) - 3.38%
STATE STREET INSTL US GOVT MMKT ADMIN (SALXX) - 8.01%
#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 Holdings551

OAKG vs JUNZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OAKG
+0.98%
JUNZ
+0.53%
3M
OAKG
+2.58%
Winner
JUNZ
+9.74%
6M
OAKG
-1.63%
Winner
JUNZ
+7.24%
1Y
OAKG
N/A
JUNZ
+18.52%
5Y(CAGR)
OAKG
N/A
JUNZ
+9.53%
Max(CAGR)
OAKG
-4.09%
Winner
JUNZ
+9.63%

OAKG vs JUNZ - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

YearOAKGJUNZ
2026-2.28%+7.05%
2025-0.00%+12.88%
2024N/A+17.99%
2023N/A+17.77%
2022N/A-13.31%
2021N/A+9.81%

OAKG vs JUNZ 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 JUNZ was -17.88%, occurring on Oct 11, 2022. Recovery took 488 trading sessions.

The current OAKG drawdown is -5.69%. The current JUNZ drawdown is -1.68%.

RankOAKGJUNZ
#1-11.52%
Jan 14, 2026 - Mar 30, 2026
-17.88%
Jan 4, 2022 - Dec 13, 2023
#2-1.51%
Dec 11, 2025 - Dec 26, 2025
-14.06%
Feb 19, 2025 - Jun 27, 2025
#3-0.99%
Jan 9, 2026 - Jan 14, 2026
-8.27%
Jan 28, 2026 - Apr 16, 2026
#4-0.64%
Jan 6, 2026 - Jan 8, 2026
-6.71%
Jul 16, 2024 - Sep 19, 2024
#5-0.43%
Dec 30, 2025 - Jan 5, 2026
-4.64%
Mar 28, 2024 - May 15, 2024
#6-0.10%
Dec 26, 2025 - Dec 30, 2025
-4.14%
Oct 28, 2025 - Dec 24, 2025
#7N/A-3.89%
Sep 2, 2021 - Oct 21, 2021
#8N/A-3.45%
Dec 6, 2024 - Feb 13, 2025
#9N/A-3.17%
Jun 2, 2026 - Jun 10, 2026
#10N/A-2.97%
Nov 18, 2021 - Dec 10, 2021
#11N/A-2.41%
Jan 12, 2026 - Jan 28, 2026
#12N/A-2.32%
Oct 8, 2025 - Oct 24, 2025
#13N/A-2.26%
Dec 10, 2021 - Dec 23, 2021
#14N/A-2.24%
Jul 12, 2021 - Jul 23, 2021
#15N/A-1.96%
Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between OAKG and JUNZ is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.

0.03
-101

Dividend Comparison (2021 - 2025)

OAKG vs JUNZ dividend yield comparison.

YearOAKGJUNZ
20250.04%2.30%
20240.00%3.97%
20230.00%6.03%
20220.00%0.56%
20210.00%0.32%

Select Stocks to Compare