OAKM vs IVES
Comparison between OAKMARK U.S. LARGE CAP ETF (OAKM, ETF) and Wedbush ETFMG Global Cloud Technology ETF (IVES, ETF).
OAKM vs IVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OAKM
$1.10B
IVES
$1.10B
Expense Ratio
Winner
OAKM
0.59%
IVES
0.75%
Max Drawdown
Winner
OAKM
15.24%
IVES
22.95%
Sharpe Ratio
Winner
OAKM
1.18
IVES
1.17
5Y Beta
Winner
OAKM
0.71
IVES
1.80
P/E Ratio
Winner
OAKM
18.83
IVES
357.08
Forward P/E
OAKM
13.42
Winner
IVES
10.84
PEG Ratio
OAKM
0.40
IVES
N/A
5Y EPS CAGR
OAKM
13.63%
IVES
N/A
Debt to Equity
OAKM
86.63%
Winner
IVES
54.09%
P/S Ratio
OAKM
1.93
Winner
IVES
1.56
P/B Ratio
Winner
OAKM
2.17
IVES
4.00
OAKM vs IVES - Holdings Comparison
OAKM and IVES have 0 common holdings. Overlap is 0.00%
OAKM's top 25 holdings weight is 77.72%. IVES's top 25 holdings weight is 53.09%.
| Rank | OAKM | IVES |
|---|---|---|
| #1 | STATE STREET CORP (STT) - 4.03% | ELASTIC NV (ESTC) - 4.43% |
| #2 | TARGA RESOURCES CORP (TRGP) - 3.81% | GDS HOLDINGS LTD ADR (GDS) - 4.08% |
| #3 | CITIGROUP INC (C) - 3.75% | MICROSTRATEGY INC CLASS A (MSTR) - 4.07% |
| #4 | KEURIG DR PEPPER INC (KDP) - 3.56% | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 3.22% |
| #5 | BANK OF AMERICA CORP (BAC) - 3.55% | SUPER MICRO COMPUTER INC (SMCI) - 3.01% |
| #6 | CAPITAL ONE FINANCIAL CORP (COF) - 3.53% | DATADOG INC CLASS A (DDOG) - 2.91% |
| #7 | CORTEVA INC (CTVA) - 3.49% | PURE STORAGE INC CLASS A (PSTG) - 2.86% |
| #8 | DELTA AIR LINES INC (DAL) - 3.39% | NETAPP INC (NTAP) - 2.77% |
| #9 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.37% | CLOUDFLARE INC (NET) - 2.68% |
| #10 | WILLIS TOWERS WATSON PLC (WTW) - 3.32% | NUTANIX INC CLASS A (NTNX) - 2.51% |
| #11 | ELEVANCE HEALTH INC (ELV) - 3.32% | MONGODB INC CLASS A (MDB) - 2.34% |
| #12 | MERCK & CO INC (MRK) - 3.18% | OKTA INC CLASS A (OKTA) - 2.21% |
| #13 | SALESFORCE INC (CRM) - 3.18% | DROPBOX INC CLASS A (DBX) - 1.49% |
| #14 | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.07% | APPFOLIO INC CLASS A (APPF) - 1.47% |
| #15 | CHARLES SCHWAB CORP (SCHW) - 3.06% | GITLAB INC CLASS A (GTLB) - 1.44% |
| #16 | UNION PACIFIC CORP (UNP) - 3.02% | SMARTSHEET INC CLASS A (SMAR) - 1.39% |
| #17 | AMERICAN INTERNATIONAL GROUP INC (AIG) - 2.96% | INFORMATICA INC (INFA) - 1.38% |
| #18 | FISERV INC (FISV) - 2.94% | HASHICORP INC ORDINARY SHARES CLASS A (HCP) - 1.25% |
| #19 | CONOCOPHILLIPS (COP) - 2.90% | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.21% |
| #20 | GLOBAL PAYMENTS INC (GPN) - 2.76% | COMMVAULT SYSTEMS INC (CVLT) - 1.21% |
| #21 | ZIMMER BIOMET HOLDINGS INC (ZBH) - 2.48% | CONFLUENT INC CLASS A (CFLT) - 1.17% |
| #22 | IQVIA HOLDINGS INC (IQV) - 2.30% | VNET GROUP INC ADR (VNET) - 1.11% |
| #23 | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 2.26% | KINGSOFT CLOUD HOLDINGS LTD ADR (KC) - 1.08% |
| #24 | AERCAP HOLDINGS NV (AER) - 2.25% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 0.98% |
| #25 | GENERAL MOTORS CO (GM) - 2.24% | BOX INC CLASS A (BOX) - 0.82% |
| Total Holdings | 40 | 46 |
OAKM vs IVES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OAKM
+4.31%
IVES
+3.06%
3M
OAKM
+9.40%
Winner
IVES
+9.50%
6M
OAKM
+5.44%
Winner
IVES
+27.13%
1Y
OAKM
+21.33%
Winner
IVES
+39.26%
Max(CAGR)
OAKM
+14.09%
Winner
IVES
+43.75%
OAKM vs IVES - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | OAKM | IVES |
|---|---|---|
| 2026 | +7.56% | +20.97% |
| 2025 | +21.60% | +25.06% |
| 2024 | -4.83% | N/A |
OAKM vs IVES Drawdown Comparison
The maximum drawdown for OAKM was -15.24%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for IVES was -22.64%, occurring on Mar 30, 2026. Recovery took 129 trading sessions.
The current OAKM drawdown is -0.23%. The current IVES drawdown is -7.24%.
| Rank | OAKM | IVES |
|---|---|---|
| #1 | -15.24% Feb 19, 2025 - Jun 26, 2025 | -22.64% Oct 29, 2025 - May 6, 2026 |
| #2 | -7.19% Jan 8, 2026 - Jul 2, 2026 | -18.60% Jun 1, 2026 - Jul 29, 2026 |
| #3 | -6.12% Dec 3, 2024 - Jan 21, 2025 | -4.63% Aug 13, 2025 - Aug 28, 2025 |
| #4 | -5.33% Oct 27, 2025 - Dec 3, 2025 | -4.26% Jul 28, 2025 - Aug 13, 2025 |
| #5 | -4.74% Sep 18, 2025 - Oct 23, 2025 | -4.20% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -4.02% Jul 23, 2025 - Aug 22, 2025 | -3.33% May 14, 2026 - May 21, 2026 |
| #7 | -2.10% Jul 16, 2026 - Jul 27, 2026 | -2.61% Jul 3, 2025 - Jul 17, 2025 |
| #8 | -1.95% Jan 27, 2025 - Feb 18, 2025 | -2.49% Sep 22, 2025 - Oct 1, 2025 |
| #9 | -1.75% Dec 11, 2025 - Dec 26, 2025 | -1.81% Jun 30, 2025 - Jul 3, 2025 |
| #10 | -1.65% Jul 10, 2025 - Jul 22, 2025 | -1.64% Jun 12, 2025 - Jun 16, 2025 |
| #11 | -1.48% Jul 7, 2026 - Jul 13, 2026 | -1.61% May 11, 2026 - May 14, 2026 |
| #12 | -1.31% Aug 22, 2025 - Sep 11, 2025 | -1.57% Aug 28, 2025 - Sep 5, 2025 |
| #13 | -1.06% Jul 13, 2026 - Jul 16, 2026 | -1.41% Jun 16, 2025 - Jun 24, 2025 |
| #14 | -1.03% Jan 6, 2026 - Jan 8, 2026 | -1.32% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -0.94% Dec 26, 2025 - Jan 5, 2026 | -1.04% Jul 18, 2025 - Jul 23, 2025 |
Correlation
Correlation between OAKM and IVES is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2024 - 2025)
OAKM vs IVES dividend yield comparison.
| Year | OAKM | IVES |
|---|---|---|
| 2025 | 0.67% | 0.41% |
| 2024 | 0.04% | 0.00% |
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