OAKG vs UMDD
Comparison between OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF) and PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF).
OAKG vs UMDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OAKG
$35M
Winner
UMDD
$35M
Expense Ratio
OAKG
0.62%
UMDD
N/A
Max Drawdown
Winner
OAKG
11.52%
UMDD
86.39%
Sharpe Ratio
OAKG
-0.32
Winner
UMDD
0.99
5Y Beta
Winner
OAKG
0.78
UMDD
2.94
P/E Ratio
OAKG
23.87
UMDD
N/A
Forward P/E
OAKG
15.92
UMDD
N/A
PEG Ratio
OAKG
0.62
UMDD
N/A
5Y Dividends CAGR
OAKG
N/A
UMDD
131.43%
Debt to Equity
OAKG
150.79%
UMDD
N/A
P/S Ratio
OAKG
1.27
UMDD
N/A
P/B Ratio
OAKG
2.81
UMDD
N/A
OAKG vs UMDD - Holdings Comparison
OAKG and UMDD have 3 common holdings. Overlap is 0.33%
OAKG's top 25 holdings weight is 63.86%. UMDD's top 25 holdings weight is 41.19%.
| Rank | OAKG | UMDD |
|---|---|---|
| #1 | IQVIA HOLDINGS INC (IQV) - 3.85% | S&P MIDCAP 400 INDEX SWAP (n/a) - 18.91% |
| #2 | BNP PARIBAS ACT. CAT.A (n/a) - 3.73% | CASH (n/a) - 13.82% |
| #3 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.48% | TWILIO INC CLASS A (TWLO) - 0.56% |
| #4 | ADIDAS AG (n/a) - 3.47% | TECHNIPFMC PLC (n/a) - 0.50% |
| #5 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 2.94% | ILLUMINA INC (ILMN) - 0.48% |
| #6 | SYSCO CORP (SYY) - 2.91% | CARPENTER TECHNOLOGY CORP (CRS) - 0.48% |
| #7 | ELEVANCE HEALTH INC (ELV) - 2.78% | CURTISS-WRIGHT CORP (CW) - 0.47% |
| #8 | BAYER AG (n/a) - 2.77% | NVENT ELECTRIC PLC (NVT) - 0.44% |
| #9 | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 2.71% | OKTA INC CLASS A (OKTA) - 0.44% |
| #10 | SALESFORCE INC (CRM) - 2.69% | ATI INC (ATI) - 0.43% |
| #11 | KEURIG DR PEPPER INC (KDP) - 2.62% | XPO INC (XPO) - 0.41% |
| #12 | JULIUS BAER GRUPPE AG (n/a) - 2.51% | EVERPURE INC CLASS A (P) - 0.41% |
| #13 | SYMRISE AG (n/a) - 2.38% | MKS INC (MKSI) - 0.41% |
| #14 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.36% | WOODWARD INC (WWD) - 0.40% |
| #15 | DSV AS (n/a) - 2.36% | MASTEC INC (MTZ) - 0.38% |
| #16 | DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.27% | UNITED THERAPEUTICS CORP (UTHR) - 0.38% |
| #17 | CNH INDUSTRIAL NV (CNH) - 2.24% | US FOODS HOLDING CORP (USFD) - 0.37% |
| #18 | WILLIS TOWERS WATSON PLC (WTW) - 2.20% | TRANSUNION (TRU) - 0.24% |
| #19 | DASSAULT SYSTEMES SE (n/a) - 2.06% | TOLL BROTHERS INC (TOL) - 0.24% |
| #20 | GLENCORE PLC (n/a) - 2.04% | TOAST INC CLASS A (TOST) - 0.24% |
| #21 | BECTON DICKINSON & CO (BDX) - 2.01% | REGAL REXNORD CORP (RRX) - 0.24% |
| #22 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.89% | JONES LANG LASALLE INC (JLL) - 0.24% |
| #23 | MOLINA HEALTHCARE INC (MOH) - 1.89% | EXELIXIS INC (EXEL) - 0.24% |
| #24 | CHARLES SCHWAB CORP (SCHW) - 1.85% | RENAISSANCERE HOLDINGS LTD (RNR) - 0.23% |
| #25 | ALPHABET INC CLASS A (GOOGL) - 1.85% | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.23% |
| Total Holdings | 54 | 364 |
OAKG vs UMDD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OAKG
+3.39%
UMDD
-2.72%
3M
OAKG
+0.04%
Winner
UMDD
+8.48%
6M
OAKG
-3.55%
Winner
UMDD
+15.75%
1Y
OAKG
N/A
UMDD
+50.43%
5Y(CAGR)
OAKG
N/A
UMDD
+3.90%
10Y(CAGR)
OAKG
N/A
UMDD
+11.24%
Max(CAGR)
OAKG
-1.84%
Winner
UMDD
+19.13%
OAKG vs UMDD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | OAKG | UMDD |
|---|---|---|
| 2026 | -1.34% | +33.72% |
| 2025 | -0.00% | -2.11% |
| 2024 | N/A | +20.82% |
| 2023 | N/A | +28.47% |
| 2022 | N/A | -49.98% |
| 2021 | N/A | +81.33% |
| 2020 | N/A | -17.44% |
| 2019 | N/A | +80.06% |
| 2018 | N/A | -40.78% |
| 2017 | N/A | +46.68% |
| 2016 | N/A | +65.85% |
| 2015 | N/A | -12.64% |
| 2014 | N/A | +27.19% |
| 2013 | N/A | +104.60% |
| 2012 | N/A | +45.14% |
| 2011 | N/A | -30.67% |
| 2010 | N/A | +89.42% |
OAKG vs UMDD 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 UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The current OAKG drawdown is -4.77%. The current UMDD drawdown is -5.90%.
| Rank | OAKG | UMDD |
|---|---|---|
| #1 | -11.52% Jan 14, 2026 - Mar 30, 2026 | -86.25% Aug 29, 2018 - Feb 24, 2021 |
| #2 | -1.51% Dec 11, 2025 - Dec 26, 2025 | -65.66% Apr 29, 2011 - Feb 8, 2013 |
| #3 | -0.99% Jan 9, 2026 - Jan 14, 2026 | -64.60% Nov 16, 2021 - Jun 30, 2026 |
| #4 | -0.64% Jan 6, 2026 - Jan 8, 2026 | -50.75% Jun 23, 2015 - Nov 15, 2016 |
| #5 | -0.43% Dec 30, 2025 - Jan 5, 2026 | -47.01% Apr 23, 2010 - Dec 2, 2010 |
| #6 | -0.10% Dec 26, 2025 - Dec 30, 2025 | -29.86% Jul 1, 2014 - Nov 24, 2014 |
| #7 | N/A | -27.23% Jan 23, 2018 - Aug 21, 2018 |
| #8 | N/A | -21.18% May 7, 2021 - Oct 22, 2021 |
| #9 | N/A | -20.60% May 21, 2013 - Jul 11, 2013 |
| #10 | N/A | -20.20% Jan 22, 2014 - Feb 26, 2014 |
| #11 | N/A | -17.82% Mar 15, 2021 - Apr 15, 2021 |
| #12 | N/A | -17.67% Aug 1, 2013 - Oct 1, 2013 |
| #13 | N/A | -16.07% Jul 25, 2017 - Sep 29, 2017 |
| #14 | N/A | -15.55% Apr 2, 2014 - Jun 5, 2014 |
| #15 | N/A | -14.94% Feb 18, 2011 - Mar 30, 2011 |
Correlation
Correlation between OAKG and UMDD is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.04
-101
Dividend Comparison (2010 - 2026)
OAKG vs UMDD dividend yield comparison.
| Year | OAKG | UMDD |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 0.04% | 1.00% |
| 2024 | 0.00% | 0.76% |
| 2023 | 0.00% | 0.19% |
| 2022 | 0.00% | 0.49% |
| 2021 | 0.00% | 0.06% |
| 2020 | 0.00% | 0.08% |
| 2019 | 0.00% | 0.64% |
| 2018 | 0.00% | 0.32% |
| 2016 | 0.00% | 0.03% |
| 2015 | 0.00% | 0.06% |
| 2014 | 0.00% | 0.08% |
| 2010 | 0.00% | 0.05% |
Select Stocks to Compare
Popular: OAKG vs SPYUMDD vs SPY
More Comparisons
Compare with similar stocks