OAKG vs VXZ

Comparison between OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF) and iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ, ETF).

OAKG vs VXZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OAKG(ETF)	VXZ(ETF)
Net Assets	$35M	$35M
Expense Ratio	0.62%	0.89%
Max Drawdown	11.52%	69.00%
Sharpe Ratio	-0.32	-0.94
5Y Beta	0.78	-1.47
P/E Ratio	23.87	N/A
Forward P/E	15.92	N/A
PEG Ratio	0.62	N/A
Debt to Equity	150.79%	N/A
P/S Ratio	1.27	N/A
P/B Ratio	2.81	N/A

Net Assets

OAKG

$35M

VXZ

$35M

Expense Ratio

Winner

OAKG

0.62%

VXZ

0.89%

Max Drawdown

Winner

OAKG

11.52%

VXZ

69.00%

Sharpe Ratio

Winner

OAKG

-0.32

VXZ

-0.94

5Y Beta

OAKG

0.78

Winner

VXZ

-1.47

P/E Ratio

OAKG

23.87

VXZ

N/A

Forward P/E

OAKG

15.92

VXZ

N/A

PEG Ratio

OAKG

0.62

VXZ

N/A

Debt to Equity

OAKG

150.79%

VXZ

N/A

P/S Ratio

OAKG

1.27

VXZ

N/A

P/B Ratio

OAKG

2.81

VXZ

N/A

OAKG vs VXZ - Historical Returns

Returns include dividend reinvestment.

Period	OAKG	VXZ
1 month	+3.39%	-3.69%
3 months	+0.04%	-9.53%
6 months	-3.55%	-3.58%
1 year	N/A	-14.60%
5 years(CAGR)	N/A	-13.68%
10 years(CAGR)	N/A	-3.36%
Max(CAGR)	-1.84%	-3.36%

Winner

OAKG

+3.39%

VXZ

-3.69%

Winner

OAKG

+0.04%

VXZ

-9.53%

Winner

OAKG

-3.55%

VXZ

-3.58%

OAKG

N/A

VXZ

-14.60%

5Y(CAGR)

OAKG

N/A

VXZ

-13.68%

10Y(CAGR)

OAKG

N/A

VXZ

-3.36%

Max(CAGR)

Winner

OAKG

-1.84%

VXZ

-3.36%

OAKG vs VXZ - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	OAKG	VXZ
2026	-1.34%	-4.98%
2025	-0.00%	+5.13%
2024	N/A	-12.29%
2023	N/A	-43.19%
2022	N/A	+1.69%
2021	N/A	-18.73%
2020	N/A	+76.74%
2019	N/A	-19.12%
2018	N/A	+31.89%

OAKG vs VXZ 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 VXZ was -69.00%, occurring on Nov 29, 2024. This drawdown has not yet recovered.

The current OAKG drawdown is -4.77%. The current VXZ drawdown is -67.20%.

Rank	OAKG	VXZ
#1	-11.52% Jan 14, 2026 - Mar 30, 2026	-69.00% Mar 18, 2020 - Nov 29, 2024
#2	-1.51% Dec 11, 2025 - Dec 26, 2025	-28.77% Apr 4, 2018 - Mar 9, 2020
#3	-0.99% Jan 9, 2026 - Jan 14, 2026	-6.59% Mar 2, 2018 - Apr 2, 2018
#4	-0.64% Jan 6, 2026 - Jan 8, 2026	-6.05% Feb 14, 2018 - Mar 1, 2018
#5	-0.43% Dec 30, 2025 - Jan 5, 2026	-4.85% Mar 12, 2020 - Mar 16, 2020
#6	-0.10% Dec 26, 2025 - Dec 30, 2025	-3.49% Mar 9, 2020 - Mar 11, 2020
#7	N/A	-1.07% Jan 18, 2018 - Jan 23, 2018

Correlation

Correlation between OAKG and VXZ is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101