OAKM vs SUSB
Comparison between OAKMARK U.S. LARGE CAP ETF (OAKM, ETF) and ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF).
OAKM vs SUSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OAKM
$1.10B
Winner
SUSB
$1.20B
Expense Ratio
OAKM
0.59%
Winner
SUSB
0.12%
Max Drawdown
OAKM
15.24%
Winner
SUSB
13.25%
Sharpe Ratio
Winner
OAKM
0.66
SUSB
0.23
5Y Beta
OAKM
0.73
Winner
SUSB
0.03
P/E Ratio
OAKM
18.61
SUSB
N/A
Forward P/E
OAKM
12.31
SUSB
N/A
PEG Ratio
OAKM
0.62
SUSB
N/A
5Y Dividends CAGR
OAKM
N/A
SUSB
22.41%
5Y EPS CAGR
OAKM
14.46%
SUSB
N/A
Debt to Equity
OAKM
90.21%
SUSB
N/A
P/S Ratio
OAKM
1.67
SUSB
N/A
P/B Ratio
OAKM
2.10
SUSB
N/A
OAKM vs SUSB - Historical Returns
Returns include dividend reinvestment.
1M
OAKM
-0.82%
Winner
SUSB
+0.38%
3M
Winner
OAKM
+2.01%
SUSB
+0.83%
6M
OAKM
-2.07%
Winner
SUSB
+0.89%
1Y
Winner
OAKM
+11.90%
SUSB
+4.05%
5Y(CAGR)
OAKM
N/A
SUSB
+2.27%
10Y(CAGR)
OAKM
N/A
SUSB
+2.67%
Max(CAGR)
Winner
OAKM
+8.63%
SUSB
+2.67%
OAKM vs SUSB - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | OAKM | SUSB |
|---|---|---|
| 2026 | -1.93% | +0.69% |
| 2025 | +21.60% | +6.80% |
| 2024 | -4.83% | +5.04% |
| 2023 | N/A | +5.93% |
| 2022 | N/A | -5.58% |
| 2021 | N/A | -0.68% |
| 2020 | N/A | +4.83% |
| 2019 | N/A | +7.03% |
| 2018 | N/A | +0.70% |
| 2017 | N/A | +0.28% |
OAKM vs SUSB Drawdown Comparison
The maximum drawdown for OAKM was -15.24%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.
The current OAKM drawdown is -4.06%. The current SUSB drawdown is -0.27%.
| Rank | OAKM | SUSB |
|---|---|---|
| #1 | -15.24% Feb 19, 2025 - Jun 26, 2025 | -13.25% Mar 5, 2020 - May 26, 2020 |
| #2 | -7.19% Jan 8, 2026 - Mar 27, 2026 | -9.57% Aug 3, 2021 - Jun 4, 2024 |
| #3 | -6.12% Dec 3, 2024 - Jan 21, 2025 | -1.66% Sep 7, 2017 - Dec 21, 2018 |
| #4 | -5.33% Oct 27, 2025 - Dec 3, 2025 | -1.49% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -4.74% Sep 18, 2025 - Oct 23, 2025 | -1.36% Apr 3, 2025 - Apr 28, 2025 |
| #6 | -4.02% Jul 23, 2025 - Aug 22, 2025 | -1.21% Oct 1, 2024 - Feb 5, 2025 |
| #7 | -1.95% Jan 27, 2025 - Feb 18, 2025 | -0.98% Sep 4, 2019 - Oct 2, 2019 |
| #8 | -1.75% Dec 11, 2025 - Dec 26, 2025 | -0.95% Feb 8, 2021 - May 24, 2021 |
| #9 | -1.65% Jul 10, 2025 - Jul 22, 2025 | -0.69% Jun 5, 2020 - Jun 15, 2020 |
| #10 | -1.31% Aug 22, 2025 - Sep 11, 2025 | -0.65% Oct 4, 2019 - Dec 3, 2019 |
| #11 | -1.03% Jan 6, 2026 - Jan 8, 2026 | -0.59% Sep 3, 2020 - Nov 17, 2020 |
| #12 | -0.94% Dec 26, 2025 - Jan 5, 2026 | -0.51% Mar 27, 2019 - Apr 26, 2019 |
| #13 | -0.85% Jul 3, 2025 - Jul 10, 2025 | -0.48% Apr 29, 2025 - May 27, 2025 |
| #14 | -0.63% Sep 11, 2025 - Sep 18, 2025 | -0.44% Jun 4, 2025 - Jun 12, 2025 |
| #15 | -0.61% Dec 5, 2025 - Dec 10, 2025 | -0.42% Jun 9, 2021 - Jul 22, 2021 |
Correlation
Correlation between OAKM and SUSB is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2026)
OAKM vs SUSB dividend yield comparison.
| Year | OAKM | SUSB |
|---|---|---|
| 2026 | 0.00% | 1.86% |
| 2025 | 0.67% | 4.40% |
| 2024 | 0.04% | 3.81% |
| 2023 | 0.00% | 2.81% |
| 2022 | 0.00% | 1.74% |
| 2021 | 0.00% | 1.30% |
| 2020 | 0.00% | 1.91% |
| 2019 | 0.00% | 2.83% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 0.96% |
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