OAKI vs WEEI

Comparison between OAKMARK INTERNATIONAL LARGE CAP ETF (OAKI, ETF) and Westwood Salient Enhanced Energy Income ETF (WEEI, ETF).

OAKI vs WEEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OAKI(ETF)	WEEI(ETF)
Net Assets	$73M	$73M
Expense Ratio	0.65%	0.85%
Max Drawdown	13.94%	24.40%
Sharpe Ratio	-0.30	1.94
5Y Beta	1.09	0.54
P/E Ratio	N/A	22.50
Forward P/E	N/A	13.33
PEG Ratio	N/A	1.13
5Y EPS CAGR	N/A	18.56%
Debt to Equity	N/A	43.67%
P/S Ratio	N/A	1.65
P/B Ratio	N/A	2.54

Net Assets

OAKI

$73M

Winner

WEEI

$73M

Expense Ratio

Winner

OAKI

0.65%

WEEI

0.85%

Max Drawdown

Winner

OAKI

13.94%

WEEI

24.40%

Sharpe Ratio

OAKI

-0.30

Winner

WEEI

1.94

5Y Beta

OAKI

1.09

Winner

WEEI

0.54

P/E Ratio

OAKI

N/A

WEEI

22.50

Forward P/E

OAKI

N/A

WEEI

13.33

PEG Ratio

OAKI

N/A

WEEI

1.13

5Y EPS CAGR

OAKI

N/A

WEEI

18.56%

Debt to Equity

OAKI

N/A

WEEI

43.67%

P/S Ratio

OAKI

N/A

WEEI

1.65

P/B Ratio

OAKI

N/A

WEEI

2.54

OAKI vs WEEI - Holdings Comparison

OAKI and WEEI have 1 common holdings. Overlap is -0.22%

OAKI's top 25 holdings weight is 55.21%. WEEI's top 25 holdings weight is 101.46%.

Rank	OAKI	WEEI
#1	SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.72%	EXXON MOBIL CORP (XOM) - 24.11%
#2	BNP PARIBAS ACT. CAT.A (n/a) - 3.72%	CHEVRON CORP (CVX) - 13.56%
#3	ADIDAS AG (n/a) - 3.44%	CONOCOPHILLIPS (COP) - 6.12%
#4	SYMRISE AG (n/a) - 3.10%	VALERO ENERGY CORP (VLO) - 5.31%
#5	COMPASS GROUP PLC COMMON STOCK GBP.1105 (n/a) - 3.04%	WILLIAMS COMPANIES INC (WMB) - 5.14%
#6	SAP SE (n/a) - 3.02%	SLB LTD (SLB) - 5.04%
#7	UNILEVER PLC (n/a) - 2.91%	PHILLIPS 66 (PSX) - 3.97%
#8	BAYERISCHE MOTOREN WERKE AG (n/a) - 2.84%	BAKER HUGHES CO CLASS A (BKR) - 3.89%
#9	RECKITT BENCKISER GROUP PLC (n/a) - 2.84%	KINDER MORGAN INC CLASS P (KMI) - 3.87%
#10	ACCOR SA (n/a) - 2.80%	EOG RESOURCES INC (EOG) - 3.85%
#11	DSV AS (n/a) - 2.56%	TARGA RESOURCES CORP (TRGP) - 3.69%
#12	PUBLICIS GROUPE SA (n/a) - 2.54%	DEVON ENERGY CORP (DVN) - 3.59%
#13	DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.41%	ONEOK INC (OKE) - 3.44%
#14	BAYER AG (n/a) - 2.39%	MARATHON PETROLEUM CORP (MPC) - 3.36%
#15	CIE FINANCIERE RICHEMO A REG COMMON STOCK CHF1.0 (n/a) - 2.37%	HALLIBURTON CO (HAL) - 2.49%
#16	DASSAULT SYSTEMES SE (n/a) - 2.36%	DIAMONDBACK ENERGY INC (FANG) - 2.12%
#17	AKZO NOBEL NV (n/a) - 2.33%	EQT CORP (EQT) - 2.07%
#18	ASR NEDERLAND NV (n/a) - 2.32%	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.37%
#19	HEXAGON AB ADR (HXGBY) - 2.29%	TEXAS PACIFIC LAND CORP (TPL) - 1.26%
#20	GLENCORE PLC (n/a) - 2.21%	OCCIDENTAL PETROLEUM CORP (OXY) - 1.11%
#21	N/A	US DOLLARS (n/a) - 1.05%
#22	N/A	APA CORP (APA) - 1.05%
#23	N/A	EOG US 05/15/26 C160 (n/a) - 0.00%
#24	N/A	CVX US 05/15/26 C230 (n/a) - 0.00%
#25	N/A	CVX US 05/15/26 C220 (n/a) - 0.00%
Total Holdings	20	179

OAKI vs WEEI - Historical Returns

Returns include dividend reinvestment.

Period	OAKI	WEEI
1 month	+0.08%	-1.01%
3 months	+0.17%	+3.39%
6 months	-1.77%	+16.58%
1 year	N/A	+34.33%
Max(CAGR)	-3.64%	+11.88%

Winner

OAKI

+0.08%

WEEI

-1.01%

OAKI

+0.17%

Winner

WEEI

+3.39%

OAKI

-1.77%

Winner

WEEI

+16.58%

OAKI

N/A

WEEI

+34.33%

Max(CAGR)

OAKI

-3.64%

Winner

WEEI

+11.88%

OAKI vs WEEI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	OAKI	WEEI
2026	-2.66%	+15.56%
2025	+0.52%	+10.32%
2024	N/A	-3.12%

OAKI vs WEEI 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 WEEI was -18.79%, occurring on Apr 8, 2025. Recovery took 241 trading sessions.

The current OAKI drawdown is -7.26%. The current WEEI drawdown is -3.97%.

Rank	OAKI	WEEI
#1	-13.94% Feb 10, 2026 - Mar 27, 2026	-18.79% Nov 22, 2024 - Nov 11, 2025
#2	-3.01% Jan 12, 2026 - Jan 27, 2026	-8.25% May 17, 2024 - Nov 6, 2024
#3	-2.15% Jan 27, 2026 - Feb 9, 2026	-7.66% Mar 27, 2026 - May 18, 2026
#4	-1.19% Dec 11, 2025 - Dec 23, 2025	-5.88% May 19, 2026 - May 29, 2026
#5	-0.82% Jan 6, 2026 - Jan 9, 2026	-3.63% Dec 11, 2025 - Jan 2, 2026
#6	-0.51% Dec 26, 2025 - Jan 5, 2026	-2.48% Nov 14, 2025 - Dec 3, 2025
#7	N/A	-2.24% Jan 5, 2026 - Jan 13, 2026
#8	N/A	-1.13% Feb 11, 2026 - Feb 18, 2026
#9	N/A	-1.00% Dec 4, 2025 - Dec 10, 2025
#10	N/A	-0.89% Nov 11, 2025 - Nov 14, 2025
#11	N/A	-0.88% Jan 30, 2026 - Feb 3, 2026
#12	N/A	-0.76% May 9, 2024 - May 17, 2024
#13	N/A	-0.72% Mar 2, 2026 - Mar 11, 2026
#14	N/A	-0.51% Nov 6, 2024 - Nov 13, 2024
#15	N/A	-0.46% Nov 18, 2024 - Nov 20, 2024

Correlation

Correlation between OAKI and WEEI is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101