OAKI vs PBL
Comparison between OAKMARK INTERNATIONAL LARGE CAP ETF (OAKI, ETF) and PGIM PORTFOLIO BALLAST ETF (PBL, ETF).
OAKI vs PBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OAKI
$79M
PBL
$79M
Expense Ratio
OAKI
0.65%
Winner
PBL
0.45%
Max Drawdown
Winner
OAKI
13.94%
PBL
17.27%
Sharpe Ratio
OAKI
0.03
Winner
PBL
1.15
5Y Beta
OAKI
0.98
Winner
PBL
0.60
OAKI vs PBL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OAKI
+1.92%
PBL
+0.40%
3M
OAKI
+1.64%
Winner
PBL
+4.93%
6M
OAKI
-1.10%
Winner
PBL
+7.21%
1Y
OAKI
N/A
PBL
+14.99%
Max(CAGR)
OAKI
+2.62%
Winner
PBL
+13.07%
OAKI vs PBL - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | OAKI | PBL |
|---|---|---|
| 2026 | +0.67% | +7.62% |
| 2025 | +0.52% | +12.58% |
| 2024 | N/A | +17.42% |
| 2023 | N/A | +14.10% |
| 2022 | N/A | -3.52% |
OAKI vs PBL Drawdown Comparison
The maximum drawdown for OAKI was -13.94%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for PBL was -11.62%, occurring on Apr 8, 2025. Recovery took 136 trading sessions.
The current OAKI drawdown is -4.10%. The current PBL drawdown is -0.76%.
| Rank | OAKI | PBL |
|---|---|---|
| #1 | -13.94% Feb 10, 2026 - Mar 27, 2026 | -11.62% Dec 6, 2024 - Jun 26, 2025 |
| #2 | -3.01% Jan 12, 2026 - Jan 27, 2026 | -7.88% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -2.15% Jan 27, 2026 - Feb 9, 2026 | -5.82% Jan 28, 2026 - Apr 15, 2026 |
| #4 | -1.19% Dec 11, 2025 - Dec 23, 2025 | -5.70% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -0.82% Jan 6, 2026 - Jan 9, 2026 | -4.95% Feb 2, 2023 - May 22, 2023 |
| #6 | -0.51% Dec 26, 2025 - Jan 5, 2026 | -4.22% Mar 28, 2024 - May 15, 2024 |
| #7 | N/A | -4.18% Dec 14, 2022 - Feb 1, 2023 |
| #8 | N/A | -3.95% Oct 28, 2025 - Dec 24, 2025 |
| #9 | N/A | -3.36% Jun 4, 2026 - Jul 10, 2026 |
| #10 | N/A | -2.29% May 14, 2026 - May 28, 2026 |
| #11 | N/A | -2.27% Oct 7, 2025 - Oct 23, 2025 |
| #12 | N/A | -2.22% Oct 18, 2024 - Nov 6, 2024 |
| #13 | N/A | -1.89% Jan 12, 2026 - Jan 27, 2026 |
| #14 | N/A | -1.68% Feb 12, 2024 - Feb 22, 2024 |
| #15 | N/A | -1.59% Dec 27, 2023 - Jan 19, 2024 |
Correlation
Correlation between OAKI and PBL is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2022 - 2025)
OAKI vs PBL dividend yield comparison.
| Year | OAKI | PBL |
|---|---|---|
| 2025 | 0.04% | 2.21% |
| 2024 | 0.00% | 6.89% |
| 2023 | 0.00% | 7.92% |
| 2022 | 0.00% | 0.16% |
Select Stocks to Compare
Popular: OAKI vs SPYPBL vs SPY
More Comparisons
Compare with similar stocks