OAKG vs VBCA
Comparison between OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF) and VANGUARD TARGET MATURITY 2027 CORPORATE BOND ETF ETF SHARES (VBCA, ETF).
OAKG vs VBCA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OAKG vs VBCA - Holdings Comparison
OAKG and VBCA have 1 common holdings. Overlap is 0.02%
OAKG's top 25 holdings weight is 61.28%. VBCA's top 25 holdings weight is 36.84%.
| Rank | OAKG | VBCA |
|---|---|---|
| #1 | BNP PARIBAS ACT. CAT.A (n/a) - 3.38% | JPMORGAN CHASE & CO. (n/a) - 3.07% |
| #2 | IQVIA HOLDINGS INC (IQV) - 3.26% | BANK OF AMERICA CORP. (n/a) - 3.00% |
| #3 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.22% | GOLDMAN SACHS GROUP, INC. (n/a) - 2.62% |
| #4 | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.01% | MORGAN STANLEY (n/a) - 2.57% |
| #5 | ADIDAS AG (n/a) - 2.92% | WELLS FARGO & CO. (n/a) - 2.31% |
| #6 | SALESFORCE INC (CRM) - 2.72% | CITIGROUP INC. (n/a) - 2.29% |
| #7 | ELEVANCE HEALTH INC (ELV) - 2.66% | HSBC HOLDINGS PLC (n/a) - 2.11% |
| #8 | SYSCO CORP (SYY) - 2.64% | TOYOTA MOTOR CREDIT CORP. (n/a) - 1.50% |
| #9 | JULIUS BAER GRUPPE AG (n/a) - 2.52% | FORD MOTOR CREDIT COMPANY LLC (n/a) - 1.36% |
| #10 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.47% | APPLE INC. (n/a) - 1.34% |
| #11 | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 2.44% | ROYAL BANK OF CANADA (n/a) - 1.26% |
| #12 | DASSAULT SYSTEMES SE (n/a) - 2.33% | AMERICAN EXPRESS COMPANY (n/a) - 1.19% |
| #13 | HEXAGON AB ADR (HXGBY) - 2.32% | AMAZON.COM, INC. (n/a) - 1.14% |
| #14 | GLENCORE PLC (n/a) - 2.29% | GENERAL MOTORS FINANCIAL COMPANY INC (n/a) - 1.07% |
| #15 | BAYER AG (n/a) - 2.28% | LLOYDS BANKING GROUP PLC (n/a) - 1.06% |
| #16 | KEURIG DR PEPPER INC (KDP) - 2.26% | BANCO SANTANDER SA (n/a) - 1.04% |
| #17 | DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.21% | MITSUBISHI UFJ FINANCIAL GROUP INC. (n/a) - 1.03% |
| #18 | CNH INDUSTRIAL NV (CNH) - 2.16% | THE TORONTO-DOMINION BANK (n/a) - 0.95% |
| #19 | DSV AS (n/a) - 2.09% | BARCLAYS PLC (n/a) - 0.90% |
| #20 | SYMRISE AG (n/a) - 2.07% | CATERPILLAR FINANCIAL SERVICES CORP. (n/a) - 0.86% |
| #21 | WILLIS TOWERS WATSON PLC (WTW) - 2.05% | JOHN DEERE CAPITAL CORP. (n/a) - 0.86% |
| #22 | ALPHABET INC CLASS A (GOOGL) - 2.01% | CAPITAL ONE FINANCIAL CORP. (n/a) - 0.85% |
| #23 | SAP SE (n/a) - 2.00% | ORACLE CORP. (n/a) - 0.84% |
| #24 | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.00% | THE BANK OF NEW YORK MELLON CORP. (n/a) - 0.83% |
| #25 | BAYERISCHE MOTOREN WERKE AG (n/a) - 1.97% | NEXTERA ENERGY CAPITAL HOLDINGS INC (n/a) - 0.79% |
| Total Holdings | 55 | 320 |
OAKG vs VBCA - Historical Returns
Returns include dividend reinvestment.
OAKG vs VBCA - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | OAKG | VBCA |
|---|---|---|
| 2026 | -2.28% | +1.12% |
| 2025 | -0.00% | N/A |
OAKG vs VBCA 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 VBCA was -0.19%, occurring on May 15, 2026. Recovery took 14 trading sessions.
The current OAKG drawdown is -5.69%.
| Rank | OAKG | VBCA |
|---|---|---|
| #1 | -11.52% Jan 14, 2026 - Mar 30, 2026 | -0.19% May 6, 2026 - May 27, 2026 |
| #2 | -1.51% Dec 11, 2025 - Dec 26, 2025 | -0.13% Apr 27, 2026 - May 6, 2026 |
| #3 | -0.99% Jan 9, 2026 - Jan 14, 2026 | -0.09% Apr 17, 2026 - Apr 27, 2026 |
| #4 | -0.64% Jan 6, 2026 - Jan 8, 2026 | -0.06% Jun 4, 2026 - Jun 9, 2026 |
| #5 | -0.43% Dec 30, 2025 - Jan 5, 2026 | -0.02% Apr 2, 2026 - Apr 7, 2026 |
| #6 | -0.10% Dec 26, 2025 - Dec 30, 2025 | -0.02% Apr 9, 2026 - Apr 13, 2026 |
| #7 | N/A | -0.02% Jun 9, 2026 - Jun 11, 2026 |
Correlation
Correlation between OAKG and VBCA is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2025 - 2026)
OAKG vs VBCA dividend yield comparison.
| Year | OAKG | VBCA |
|---|---|---|
| 2026 | 0.00% | 0.42% |
| 2025 | 0.04% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks