OAKM vs DGCB
Comparison between OAKMARK U.S. LARGE CAP ETF (OAKM, ETF) and DIMENSIONAL GLOBAL CREDIT ETF (DGCB, ETF).
OAKM vs DGCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OAKM
$1.10B
DGCB
$1.10B
Expense Ratio
OAKM
0.59%
Winner
DGCB
0.20%
Max Drawdown
OAKM
15.24%
Winner
DGCB
5.78%
Sharpe Ratio
Winner
OAKM
1.18
DGCB
-0.16
5Y Beta
OAKM
0.71
Winner
DGCB
0.09
P/E Ratio
OAKM
18.83
DGCB
N/A
Forward P/E
OAKM
13.42
DGCB
N/A
PEG Ratio
OAKM
0.40
DGCB
N/A
5Y EPS CAGR
OAKM
13.63%
DGCB
N/A
Debt to Equity
OAKM
86.63%
DGCB
N/A
P/S Ratio
OAKM
1.93
DGCB
N/A
P/B Ratio
OAKM
2.17
DGCB
N/A
OAKM vs DGCB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OAKM
+4.31%
DGCB
-0.18%
3M
Winner
OAKM
+9.40%
DGCB
+0.47%
6M
Winner
OAKM
+5.44%
DGCB
+0.23%
1Y
Winner
OAKM
+21.33%
DGCB
+3.21%
Max(CAGR)
Winner
OAKM
+14.09%
DGCB
+6.53%
OAKM vs DGCB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | OAKM | DGCB |
|---|---|---|
| 2026 | +7.56% | +1.30% |
| 2025 | +21.60% | +6.67% |
| 2024 | -4.83% | +4.23% |
| 2023 | N/A | +6.14% |
OAKM vs DGCB Drawdown Comparison
The maximum drawdown for OAKM was -15.24%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for DGCB was -3.50%, occurring on Jan 13, 2025. Recovery took 102 trading sessions.
The current OAKM drawdown is -0.23%. The current DGCB drawdown is -1.00%.
| Rank | OAKM | DGCB |
|---|---|---|
| #1 | -15.24% Feb 19, 2025 - Jun 26, 2025 | -3.50% Oct 1, 2024 - Feb 28, 2025 |
| #2 | -7.19% Jan 8, 2026 - Jul 2, 2026 | -3.13% Mar 3, 2025 - Jun 4, 2025 |
| #3 | -6.12% Dec 3, 2024 - Jan 21, 2025 | -3.08% Feb 27, 2026 - Jun 24, 2026 |
| #4 | -5.33% Oct 27, 2025 - Dec 3, 2025 | -2.14% Feb 1, 2024 - May 15, 2024 |
| #5 | -4.74% Sep 18, 2025 - Oct 23, 2025 | -1.91% Jun 29, 2026 - Jul 23, 2026 |
| #6 | -4.02% Jul 23, 2025 - Aug 22, 2025 | -1.54% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -2.10% Jul 16, 2026 - Jul 27, 2026 | -1.21% May 15, 2024 - Jun 3, 2024 |
| #8 | -1.95% Jan 27, 2025 - Feb 18, 2025 | -1.16% Oct 27, 2025 - Jan 14, 2026 |
| #9 | -1.75% Dec 11, 2025 - Dec 26, 2025 | -1.15% Aug 2, 2024 - Aug 14, 2024 |
| #10 | -1.65% Jul 10, 2025 - Jul 22, 2025 | -1.09% Jun 13, 2024 - Jul 5, 2024 |
| #11 | -1.48% Jul 7, 2026 - Jul 13, 2026 | -0.85% Jun 5, 2024 - Jun 13, 2024 |
| #12 | -1.31% Aug 22, 2025 - Sep 11, 2025 | -0.85% Jul 3, 2025 - Jul 29, 2025 |
| #13 | -1.06% Jul 13, 2026 - Jul 16, 2026 | -0.72% Jul 17, 2024 - Jul 29, 2024 |
| #14 | -1.03% Jan 6, 2026 - Jan 8, 2026 | -0.62% Sep 24, 2024 - Oct 1, 2024 |
| #15 | -0.94% Dec 26, 2025 - Jan 5, 2026 | -0.58% Sep 11, 2025 - Oct 2, 2025 |
Correlation
Correlation between OAKM and DGCB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
OAKM vs DGCB dividend yield comparison.
| Year | OAKM | DGCB |
|---|---|---|
| 2026 | 0.00% | 2.45% |
| 2025 | 0.67% | 3.43% |
| 2024 | 0.04% | 4.72% |
| 2023 | 0.00% | 0.63% |
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