OAKI vs PGZ
Comparison between OAKMARK INTERNATIONAL LARGE CAP ETF (OAKI, ETF) and Principal Real Estate Income Fund (PGZ, ETF).
OAKI vs PGZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OAKI
$75M
PGZ
$75M
Expense Ratio
OAKI
0.65%
PGZ
N/A
Max Drawdown
Winner
OAKI
13.94%
PGZ
61.11%
Sharpe Ratio
OAKI
-0.04
Winner
PGZ
0.51
5Y Beta
OAKI
1.08
Winner
PGZ
0.31
5Y Dividends CAGR
OAKI
N/A
PGZ
2.23%
OAKI vs PGZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OAKI
+2.29%
PGZ
+2.04%
3M
Winner
OAKI
+5.11%
PGZ
+4.99%
6M
OAKI
+1.36%
Winner
PGZ
+7.52%
1Y
OAKI
N/A
PGZ
+8.38%
5Y(CAGR)
OAKI
N/A
PGZ
+2.15%
10Y(CAGR)
OAKI
N/A
PGZ
+4.07%
Max(CAGR)
OAKI
+1.74%
Winner
PGZ
+4.51%
OAKI vs PGZ - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | OAKI | PGZ |
|---|---|---|
| 2026 | -0.04% | +6.81% |
| 2025 | +0.52% | +14.11% |
| 2024 | N/A | +17.42% |
| 2023 | N/A | +2.50% |
| 2022 | N/A | -28.14% |
| 2021 | N/A | +39.70% |
| 2020 | N/A | -36.20% |
| 2019 | N/A | +40.88% |
| 2018 | N/A | +3.84% |
| 2017 | N/A | +17.19% |
| 2016 | N/A | +6.97% |
| 2015 | N/A | -2.54% |
| 2014 | N/A | +18.84% |
| 2013 | N/A | -11.41% |
OAKI vs PGZ 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 PGZ was -53.48%, occurring on Oct 30, 2020. This drawdown has not yet recovered.
The current OAKI drawdown is -4.77%. The current PGZ drawdown is -8.97%.
| Rank | OAKI | PGZ |
|---|---|---|
| #1 | -13.94% Feb 10, 2026 - Mar 27, 2026 | -53.48% Feb 18, 2020 - Oct 30, 2020 |
| #2 | -3.01% Jan 12, 2026 - Jan 27, 2026 | -22.12% Jun 12, 2015 - Jun 10, 2016 |
| #3 | -2.15% Jan 27, 2026 - Feb 9, 2026 | -15.75% Aug 24, 2018 - Mar 14, 2019 |
| #4 | -1.19% Dec 11, 2025 - Dec 23, 2025 | -15.70% Jul 24, 2013 - Apr 28, 2014 |
| #5 | -0.82% Jan 6, 2026 - Jan 9, 2026 | -12.40% Sep 7, 2016 - Mar 31, 2017 |
| #6 | -0.51% Dec 26, 2025 - Jan 5, 2026 | -11.76% Sep 12, 2017 - Jul 3, 2018 |
| #7 | N/A | -5.22% Sep 8, 2014 - Nov 3, 2014 |
| #8 | N/A | -4.50% Jun 14, 2017 - Jul 17, 2017 |
| #9 | N/A | -4.46% Aug 7, 2019 - Aug 20, 2019 |
| #10 | N/A | -4.22% Jul 17, 2017 - Sep 6, 2017 |
| #11 | N/A | -4.20% Aug 23, 2019 - Sep 25, 2019 |
| #12 | N/A | -3.74% Oct 31, 2019 - Nov 29, 2019 |
| #13 | N/A | -3.66% Dec 17, 2019 - Jan 15, 2020 |
| #14 | N/A | -3.66% Jun 12, 2014 - Jul 14, 2014 |
| #15 | N/A | -3.61% Jun 17, 2016 - Sep 6, 2016 |
Correlation
Correlation between OAKI and PGZ is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2013 - 2026)
OAKI vs PGZ dividend yield comparison.
| Year | OAKI | PGZ |
|---|---|---|
| 2026 | 0.00% | 5.17% |
| 2025 | 0.04% | 12.59% |
| 2024 | 0.00% | 12.75% |
| 2023 | 0.00% | 13.33% |
| 2022 | 0.00% | 11.86% |
| 2021 | 0.00% | 6.32% |
| 2020 | 0.00% | 10.34% |
| 2019 | 0.00% | 6.25% |
| 2018 | 0.00% | 7.98% |
| 2017 | 0.00% | 9.51% |
| 2016 | 0.00% | 10.90% |
| 2015 | 0.00% | 10.40% |
| 2014 | 0.00% | 8.98% |
| 2013 | 0.00% | 3.96% |
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