OAKG vs PSCC
Comparison between OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF) and INVESCO S&P SMALLCAP CONSUMER STAPLES ETF (PSCC, ETF).
OAKG vs PSCC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OAKG
$35M
Winner
PSCC
$35M
Expense Ratio
OAKG
0.62%
Winner
PSCC
0.29%
Max Drawdown
Winner
OAKG
11.52%
PSCC
35.40%
Sharpe Ratio
OAKG
-0.32
Winner
PSCC
0.25
5Y Beta
OAKG
0.78
Winner
PSCC
0.44
P/E Ratio
Winner
OAKG
23.87
PSCC
31.71
Forward P/E
OAKG
15.92
Winner
PSCC
15.25
PEG Ratio
OAKG
0.62
Winner
PSCC
0.11
5Y Dividends CAGR
OAKG
N/A
PSCC
3.96%
5Y EPS CAGR
OAKG
N/A
PSCC
12.76%
Debt to Equity
OAKG
150.79%
Winner
PSCC
86.07%
P/S Ratio
OAKG
1.27
Winner
PSCC
0.60
P/B Ratio
OAKG
2.81
Winner
PSCC
1.81
OAKG vs PSCC - Holdings Comparison
OAKG and PSCC have 1 common holdings. Overlap is 0.00%
OAKG's top 25 holdings weight is 63.86%. PSCC's top 25 holdings weight is 98.02%.
| Rank | OAKG | PSCC |
|---|---|---|
| #1 | IQVIA HOLDINGS INC (IQV) - 3.85% | CONAGRA BRANDS INC (CAG) - 11.82% |
| #2 | BNP PARIBAS ACT. CAT.A (n/a) - 3.73% | LAMB WESTON HOLDINGS INC (LW) - 9.86% |
| #3 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.48% | PRICESMART INC (PSMT) - 7.48% |
| #4 | ADIDAS AG (n/a) - 3.47% | THE CAMPBELL'S CO (CPB) - 6.75% |
| #5 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 2.94% | CAL-MAINE FOODS INC (CALM) - 5.96% |
| #6 | SYSCO CORP (SYY) - 2.91% | THE VITA COCO CO INC (COCO) - 5.15% |
| #7 | ELEVANCE HEALTH INC (ELV) - 2.78% | THE CHEFS' WAREHOUSE INC (CHEF) - 4.35% |
| #8 | BAYER AG (n/a) - 2.77% | WD-40 CO (WDFC) - 4.26% |
| #9 | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 2.71% | FRESHPET INC (FRPT) - 4.22% |
| #10 | SALESFORCE INC (CRM) - 2.69% | ANDERSONS INC (ANDE) - 3.85% |
| #11 | KEURIG DR PEPPER INC (KDP) - 2.62% | INTERPARFUMS INC (IPAR) - 3.85% |
| #12 | JULIUS BAER GRUPPE AG (n/a) - 2.51% | UNITED NATURAL FOODS INC (UNFI) - 3.64% |
| #13 | SYMRISE AG (n/a) - 2.38% | CENTRAL GARDEN & PET CO CLASS A (CENTA) - 3.30% |
| #14 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.36% | FLOWERS FOODS INC (FLO) - 3.06% |
| #15 | DSV AS (n/a) - 2.36% | REYNOLDS CONSUMER PRODUCTS INC ORDINARY SHARES (REYN) - 2.52% |
| #16 | DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.27% | EDGEWELL PERSONAL CARE CO (EPC) - 2.25% |
| #17 | CNH INDUSTRIAL NV (CNH) - 2.24% | UNIVERSAL CORP (UVV) - 2.21% |
| #18 | WILLIS TOWERS WATSON PLC (WTW) - 2.20% | ENERGIZER HOLDINGS INC (ENR) - 2.21% |
| #19 | DASSAULT SYSTEMES SE (n/a) - 2.06% | J&J SNACK FOODS CORP (JJSF) - 1.99% |
| #20 | GLENCORE PLC (n/a) - 2.04% | THE SIMPLY GOOD FOODS CO (SMPL) - 1.73% |
| #21 | BECTON DICKINSON & CO (BDX) - 2.01% | GROCERY OUTLET HOLDING CORP (GO) - 1.68% |
| #22 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.89% | DEL MONTE CORP (DMC) - 1.65% |
| #23 | MOLINA HEALTHCARE INC (MOH) - 1.89% | COTY INC CLASS A (COTY) - 1.53% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 1.85% | TOOTSIE ROLL INDUSTRIES INC (TR) - 1.37% |
| #25 | ALPHABET INC CLASS A (GOOGL) - 1.85% | JOHN B SANFILIPPO & SON INC (JBSS) - 1.33% |
| Total Holdings | 54 | 30 |
OAKG vs PSCC - Historical Returns
Returns include dividend reinvestment.
1M
OAKG
+3.39%
Winner
PSCC
+7.37%
3M
OAKG
+0.04%
Winner
PSCC
+12.65%
6M
OAKG
-3.55%
Winner
PSCC
+12.13%
1Y
OAKG
N/A
PSCC
+7.24%
5Y(CAGR)
OAKG
N/A
PSCC
+3.18%
10Y(CAGR)
OAKG
N/A
PSCC
+6.85%
Max(CAGR)
OAKG
-1.84%
Winner
PSCC
+10.94%
OAKG vs PSCC - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | OAKG | PSCC |
|---|---|---|
| 2026 | -1.34% | +20.01% |
| 2025 | -0.00% | -16.54% |
| 2024 | N/A | +0.51% |
| 2023 | N/A | +14.70% |
| 2022 | N/A | -7.07% |
| 2021 | N/A | +29.90% |
| 2020 | N/A | +12.38% |
| 2019 | N/A | +16.70% |
| 2018 | N/A | -6.59% |
| 2017 | N/A | +9.26% |
| 2016 | N/A | +31.62% |
| 2015 | N/A | +3.33% |
| 2014 | N/A | +13.26% |
| 2013 | N/A | +40.80% |
| 2012 | N/A | +11.22% |
| 2011 | N/A | +6.02% |
| 2010 | N/A | +17.35% |
OAKG vs PSCC 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 PSCC was -33.60%, occurring on Mar 16, 2020. Recovery took 545 trading sessions.
The current OAKG drawdown is -4.77%. The current PSCC drawdown is -7.08%.
| Rank | OAKG | PSCC |
|---|---|---|
| #1 | -11.52% Jan 14, 2026 - Mar 30, 2026 | -33.60% Sep 12, 2018 - Nov 10, 2020 |
| #2 | -1.51% Dec 11, 2025 - Dec 26, 2025 | -23.37% Dec 10, 2024 - Nov 20, 2025 |
| #3 | -0.99% Jan 9, 2026 - Jan 14, 2026 | -17.29% Jul 21, 2011 - Mar 13, 2012 |
| #4 | -0.64% Jan 6, 2026 - Jan 8, 2026 | -16.23% Jan 4, 2022 - Nov 30, 2022 |
| #5 | -0.43% Dec 30, 2025 - Jan 5, 2026 | -13.73% Aug 3, 2023 - Dec 14, 2023 |
| #6 | -0.10% Dec 26, 2025 - Dec 30, 2025 | -12.39% Nov 27, 2015 - Mar 18, 2016 |
| #7 | N/A | -11.75% Jun 8, 2021 - Dec 27, 2021 |
| #8 | N/A | -10.55% Jul 29, 2016 - Dec 8, 2016 |
| #9 | N/A | -10.31% Dec 4, 2017 - May 30, 2018 |
| #10 | N/A | -10.14% Jun 24, 2015 - Oct 22, 2015 |
| #11 | N/A | -10.12% Apr 26, 2017 - Sep 26, 2017 |
| #12 | N/A | -10.04% Dec 28, 2023 - Oct 16, 2024 |
| #13 | N/A | -9.65% Apr 23, 2010 - Oct 5, 2010 |
| #14 | N/A | -8.58% Sep 25, 2012 - Feb 1, 2013 |
| #15 | N/A | -8.50% Dec 26, 2013 - Mar 17, 2014 |
Correlation
Correlation between OAKG and PSCC is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2010 - 2026)
OAKG vs PSCC dividend yield comparison.
| Year | OAKG | PSCC |
|---|---|---|
| 2026 | 0.00% | 0.67% |
| 2025 | 0.04% | 2.35% |
| 2024 | 0.00% | 1.88% |
| 2023 | 0.00% | 1.49% |
| 2022 | 0.00% | 1.29% |
| 2021 | 0.00% | 1.21% |
| 2020 | 0.00% | 1.59% |
| 2019 | 0.00% | 1.77% |
| 2018 | 0.00% | 0.94% |
| 2017 | 0.00% | 1.25% |
| 2016 | 0.00% | 1.48% |
| 2015 | 0.00% | 1.34% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 0.42% |
| 2012 | 0.00% | 0.93% |
| 2011 | 0.00% | 0.44% |
| 2010 | 0.00% | 0.99% |
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