OAKG vs JUSA
Comparison between OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF) and JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP ETF (JUSA, ETF).
OAKG vs JUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OAKG
$36M
Winner
JUSA
$36M
Expense Ratio
OAKG
0.62%
Winner
JUSA
0.12%
Max Drawdown
Winner
OAKG
11.52%
JUSA
22.96%
Sharpe Ratio
OAKG
-0.50
Winner
JUSA
1.54
5Y Beta
Winner
OAKG
0.87
JUSA
0.97
P/E Ratio
OAKG
N/A
JUSA
27.84
Forward P/E
OAKG
N/A
JUSA
21.63
PEG Ratio
OAKG
N/A
JUSA
0.48
5Y EPS CAGR
OAKG
N/A
JUSA
27.02%
Debt to Equity
OAKG
N/A
JUSA
14.35%
P/S Ratio
OAKG
N/A
JUSA
3.93
P/B Ratio
OAKG
N/A
JUSA
5.56
OAKG vs JUSA - Holdings Comparison
OAKG and JUSA have 16 common holdings. Overlap is 6.32%
OAKG's top 25 holdings weight is 61.28%. JUSA's top 25 holdings weight is 54.62%.
| Rank | OAKG | JUSA |
|---|---|---|
| #1 | BNP PARIBAS ACT. CAT.A (n/a) - 3.38% | NVIDIA CORP (NVDA) - 8.82% |
| #2 | IQVIA HOLDINGS INC (IQV) - 3.26% | APPLE INC (AAPL) - 6.93% |
| #3 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.22% | MICROSOFT CORP (MSFT) - 5.26% |
| #4 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.01% | AMAZON.COM INC (AMZN) - 4.41% |
| #5 | ADIDAS AG (n/a) - 2.92% | ALPHABET INC CLASS A (GOOGL) - 3.61% |
| #6 | SALESFORCE INC (CRM) - 2.72% | BROADCOM INC (AVGO) - 3.23% |
| #7 | ELEVANCE HEALTH INC (ELV) - 2.66% | ALPHABET INC CLASS C (GOOG) - 2.59% |
| #8 | SYSCO CORP (SYY) - 2.64% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #9 | JULIUS BAER GRUPPE AG (n/a) - 2.52% | TESLA INC (TSLA) - 1.59% |
| #10 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.47% | MICRON TECHNOLOGY INC (MU) - 1.42% |
| #11 | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 2.44% | EXXON MOBIL CORP (XOM) - 1.41% |
| #12 | DASSAULT SYSTEMES SE (n/a) - 2.33% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.30% |
| #13 | HEXAGON AB ADR (HXGBY) - 2.32% | VISA INC CLASS A (V) - 1.16% |
| #14 | GLENCORE PLC (n/a) - 2.29% | JOHNSON & JOHNSON (JNJ) - 1.12% |
| #15 | BAYER AG (n/a) - 2.28% | ELI LILLY AND CO (LLY) - 1.11% |
| #16 | KEURIG DR PEPPER INC (KDP) - 2.26% | MASTERCARD INC CLASS A (MA) - 1.00% |
| #17 | DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.21% | ADVANCED MICRO DEVICES INC (AMD) - 0.94% |
| #18 | CNH INDUSTRIAL NV (CNH) - 2.16% | ABBVIE INC (ABBV) - 0.91% |
| #19 | DSV AS (n/a) - 2.09% | LAM RESEARCH CORP (LRCX) - 0.88% |
| #20 | SYMRISE AG (n/a) - 2.07% | RTX CORP (RTX) - 0.82% |
| #21 | WILLIS TOWERS WATSON PLC (WTW) - 2.05% | BANK OF AMERICA CORP (BAC) - 0.78% |
| #22 | ALPHABET INC CLASS A (GOOGL) - 2.01% | WALMART INC (WMT) - 0.78% |
| #23 | SAP SE (n/a) - 2.00% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 0.77% |
| #24 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.00% | TEXAS INSTRUMENTS INC (TXN) - 0.76% |
| #25 | BAYERISCHE MOTOREN WERKE AG (n/a) - 1.97% | WELLS FARGO & CO (WFC) - 0.74% |
| Total Holdings | 55 | 246 |
OAKG vs JUSA - Historical Returns
Returns include dividend reinvestment.
1M
OAKG
+0.15%
Winner
JUSA
+1.49%
3M
OAKG
-0.79%
Winner
JUSA
+7.81%
6M
OAKG
-2.33%
Winner
JUSA
+7.58%
1Y
OAKG
N/A
JUSA
+24.65%
5Y(CAGR)
OAKG
N/A
JUSA
+7.25%
Max(CAGR)
OAKG
-4.78%
Winner
JUSA
+7.25%
OAKG vs JUSA - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | OAKG | JUSA |
|---|---|---|
| 2026 | -2.54% | +7.66% |
| 2025 | -0.00% | +21.69% |
| 2023 | N/A | +17.35% |
| 2022 | N/A | -17.30% |
| 2021 | N/A | +10.85% |
OAKG vs JUSA 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 JUSA was -22.96%, occurring on Sep 30, 2022. Recovery took 466 trading sessions.
The current OAKG drawdown is -5.94%. The current JUSA drawdown is -2.81%.
| Rank | OAKG | JUSA |
|---|---|---|
| #1 | -11.52% Jan 14, 2026 - Mar 30, 2026 | -22.96% Jan 4, 2022 - May 13, 2025 |
| #2 | -1.51% Dec 11, 2025 - Dec 26, 2025 | -8.93% Feb 2, 2026 - Apr 14, 2026 |
| #3 | -0.99% Jan 9, 2026 - Jan 14, 2026 | -5.18% Aug 30, 2021 - Oct 19, 2021 |
| #4 | -0.64% Jan 6, 2026 - Jan 8, 2026 | -4.94% Oct 29, 2025 - Dec 10, 2025 |
| #5 | -0.43% Dec 30, 2025 - Jan 5, 2026 | -4.26% Nov 18, 2021 - Dec 27, 2021 |
| #6 | -0.10% Dec 26, 2025 - Dec 30, 2025 | -3.22% Jul 12, 2021 - Jul 23, 2021 |
| #7 | N/A | -2.88% Oct 8, 2025 - Oct 21, 2025 |
| #8 | N/A | -2.82% May 19, 2025 - Jun 3, 2025 |
| #9 | N/A | -2.81% Jun 2, 2026 - Jun 5, 2026 |
| #10 | N/A | -2.74% Dec 11, 2025 - Dec 23, 2025 |
| #11 | N/A | -2.73% Jan 12, 2026 - Jan 27, 2026 |
| #12 | N/A | -2.38% Jul 25, 2025 - Aug 12, 2025 |
| #13 | N/A | -1.94% May 14, 2026 - May 26, 2026 |
| #14 | N/A | -1.82% Aug 16, 2021 - Aug 24, 2021 |
| #15 | N/A | -1.47% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between OAKG and JUSA is -0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.00
-101
Dividend Comparison (2021 - 2026)
OAKG vs JUSA dividend yield comparison.
| Year | OAKG | JUSA |
|---|---|---|
| 2026 | 0.00% | 0.17% |
| 2025 | 0.04% | 0.77% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.00% | 0.53% |
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