OAKM vs SMMU

Comparison between OAKMARK U.S. LARGE CAP ETF (OAKM, ETF) and PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU, ETF).

OAKM vs SMMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OAKM(ETF)	SMMU(ETF)
Net Assets	$1.10B	$1.20B
Expense Ratio	0.59%	0.35%
Max Drawdown	15.24%	5.87%
Sharpe Ratio	1.18	-0.92
5Y Beta	0.71	0.00
P/E Ratio	18.83	N/A
Forward P/E	13.42	N/A
PEG Ratio	0.40	N/A
5Y Dividends CAGR	N/A	25.78%
5Y EPS CAGR	13.63%	N/A
Debt to Equity	86.63%	N/A
P/S Ratio	1.93	N/A
P/B Ratio	2.17	N/A

Net Assets

OAKM

$1.10B

Winner

SMMU

$1.20B

Expense Ratio

OAKM

0.59%

Winner

SMMU

0.35%

Max Drawdown

OAKM

15.24%

Winner

SMMU

5.87%

Sharpe Ratio

Winner

OAKM

1.18

SMMU

-0.92

5Y Beta

OAKM

0.71

Winner

SMMU

0.00

P/E Ratio

OAKM

18.83

SMMU

N/A

Forward P/E

OAKM

13.42

SMMU

N/A

PEG Ratio

OAKM

0.40

SMMU

N/A

5Y Dividends CAGR

OAKM

N/A

SMMU

25.78%

5Y EPS CAGR

OAKM

13.63%

SMMU

N/A

Debt to Equity

OAKM

86.63%

SMMU

N/A

P/S Ratio

OAKM

1.93

SMMU

N/A

P/B Ratio

OAKM

2.17

SMMU

N/A

OAKM vs SMMU - Historical Returns

Returns include dividend reinvestment.

Period	OAKM	SMMU
1 month	+4.31%	+0.07%
3 months	+9.40%	+0.51%
6 months	+5.44%	+0.52%
1 year	+21.33%	+2.71%
5 years(CAGR)	N/A	+1.93%
10 years(CAGR)	N/A	+1.81%
Max(CAGR)	+14.09%	+1.52%

Winner

OAKM

+4.31%

SMMU

+0.07%

Winner

OAKM

+9.40%

SMMU

+0.51%

Winner

OAKM

+5.44%

SMMU

+0.52%

Winner

OAKM

+21.33%

SMMU

+2.71%

5Y(CAGR)

OAKM

N/A

SMMU

+1.93%

10Y(CAGR)

OAKM

N/A

SMMU

+1.81%

Max(CAGR)

Winner

OAKM

+14.09%

SMMU

+1.52%

OAKM vs SMMU - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	OAKM	SMMU
2026	+7.56%	+1.25%
2025	+21.60%	+4.06%
2024	-4.83%	+2.65%
2023	N/A	+4.19%
2022	N/A	-2.49%
2021	N/A	+0.18%
2020	N/A	+2.85%
2019	N/A	+3.34%
2018	N/A	+1.45%
2017	N/A	+1.72%
2016	N/A	-0.96%
2015	N/A	+0.97%
2014	N/A	+0.38%
2013	N/A	+0.15%
2012	N/A	+1.19%
2011	N/A	+1.90%
2010	N/A	+0.74%

OAKM vs SMMU Drawdown Comparison

The maximum drawdown for OAKM was -15.24%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The maximum drawdown for SMMU was -5.09%, occurring on Mar 20, 2020. Recovery took 61 trading sessions.

The current OAKM drawdown is -0.23%. The current SMMU drawdown is -0.04%.

Rank	OAKM	SMMU
#1	-15.24% Feb 19, 2025 - Jun 26, 2025	-5.09% Mar 9, 2020 - Jun 4, 2020
#2	-7.19% Jan 8, 2026 - Jul 2, 2026	-4.76% Aug 3, 2021 - Nov 22, 2023
#3	-6.12% Dec 3, 2024 - Jan 21, 2025	-3.53% Aug 31, 2016 - Apr 21, 2017
#4	-5.33% Oct 27, 2025 - Dec 3, 2025	-1.95% Apr 4, 2025 - Jun 5, 2025
#5	-4.74% Sep 18, 2025 - Oct 23, 2025	-1.87% Apr 19, 2013 - Feb 28, 2014
#6	-4.02% Jul 23, 2025 - Aug 22, 2025	-1.43% Sep 29, 2010 - May 16, 2011
#7	-2.10% Jul 16, 2026 - Jul 27, 2026	-1.31% Sep 5, 2017 - Jul 23, 2018
#8	-1.95% Jan 27, 2025 - Feb 18, 2025	-1.04% Oct 2, 2024 - Dec 3, 2024
#9	-1.75% Dec 11, 2025 - Dec 26, 2025	-1.04% Jun 6, 2017 - Aug 21, 2017
#10	-1.65% Jul 10, 2025 - Jul 22, 2025	-0.98% Dec 6, 2024 - Feb 4, 2025
#11	-1.48% Jul 7, 2026 - Jul 13, 2026	-0.84% Aug 19, 2019 - Dec 13, 2019
#12	-1.31% Aug 22, 2025 - Sep 11, 2025	-0.78% Sep 10, 2018 - Dec 6, 2018
#13	-1.06% Jul 13, 2026 - Jul 16, 2026	-0.77% Feb 27, 2026 - Jun 11, 2026
#14	-1.03% Jan 6, 2026 - Jan 8, 2026	-0.71% Aug 3, 2011 - Aug 18, 2011
#15	-0.94% Dec 26, 2025 - Jan 5, 2026	-0.68% Mar 13, 2024 - May 15, 2024

Correlation

Correlation between OAKM and SMMU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2010 - 2026)

OAKM vs SMMU dividend yield comparison.

Year	OAKM	SMMU
2026	0.00%	1.67%
2025	0.67%	2.80%
2024	0.04%	3.03%
2023	0.00%	2.79%
2022	0.00%	1.37%
2021	0.00%	0.60%
2020	0.00%	1.19%
2019	0.00%	1.82%
2018	0.00%	1.57%
2017	0.00%	1.41%
2016	0.00%	1.03%
2015	0.00%	0.89%
2014	0.00%	0.67%
2013	0.00%	0.50%
2012	0.00%	1.05%
2011	0.00%	1.04%
2010	0.00%	1.05%