TOAK vs LODI

Comparison between TWIN OAK SHORT HORIZON ABSOLUTE RETURN ETF (TOAK, ETF) and AAM SLC LOW DURATION INCOME ETF (LODI, ETF).

TOAK vs LODI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TOAK(ETF)	LODI(ETF)
Net Assets	$91M	$91M
Expense Ratio	0.25%	0.15%
Max Drawdown	1.81%	1.44%
Sharpe Ratio	-0.01	0.59
5Y Beta	-0.00	0.00

Net Assets

TOAK

$91M

Winner

LODI

$91M

Expense Ratio

TOAK

0.25%

Winner

LODI

0.15%

Max Drawdown

TOAK

1.81%

Winner

LODI

1.44%

Sharpe Ratio

TOAK

-0.01

Winner

LODI

0.59

5Y Beta

Winner

TOAK

-0.00

LODI

0.00

TOAK vs LODI - Historical Returns

Returns include dividend reinvestment.

Period	TOAK	LODI
1 month	+0.33%	+0.31%
3 months	+0.89%	+0.84%
6 months	+1.62%	+1.91%
1 year	+3.73%	+4.98%
Max(CAGR)	+3.99%	+5.26%

Winner

TOAK

+0.33%

LODI

+0.31%

Winner

TOAK

+0.89%

LODI

+0.84%

TOAK

+1.62%

Winner

LODI

+1.91%

TOAK

+3.73%

Winner

LODI

+4.98%

Max(CAGR)

TOAK

+3.99%

Winner

LODI

+5.26%

TOAK vs LODI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	TOAK	LODI
2026	+1.81%	+2.25%
2025	+4.28%	+6.22%
2024	+1.51%	+0.26%

TOAK vs LODI Drawdown Comparison

The maximum drawdown for TOAK was -1.81%, occurring on May 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.

The current TOAK drawdown is -1.23%. The current LODI drawdown is -0.14%.

Rank	TOAK	LODI
#1	-1.81% May 12, 2026 - May 20, 2026	-1.01% Apr 4, 2025 - May 16, 2025
#2	-0.68% Dec 15, 2025 - Feb 20, 2026	-0.75% Feb 27, 2026 - Apr 20, 2026
#3	-0.16% Mar 26, 2026 - Apr 20, 2026	-0.73% Jul 14, 2025 - Aug 4, 2025
#4	-0.13% Nov 8, 2024 - Nov 18, 2024	-0.61% Sep 22, 2025 - Sep 29, 2025
#5	-0.10% Apr 20, 2026 - Apr 28, 2026	-0.59% Dec 1, 2025 - Jan 5, 2026
#6	-0.09% Feb 20, 2026 - Mar 10, 2026	-0.57% Sep 29, 2025 - Nov 17, 2025
#7	-0.07% Nov 17, 2025 - Nov 21, 2025	-0.39% Aug 4, 2025 - Aug 27, 2025
#8	-0.06% Oct 2, 2024 - Oct 7, 2024	-0.39% Sep 2, 2025 - Sep 19, 2025
#9	-0.06% Nov 1, 2024 - Nov 5, 2024	-0.38% Dec 30, 2024 - Jan 16, 2025
#10	-0.05% Apr 7, 2025 - Apr 10, 2025	-0.38% Jun 30, 2025 - Jul 14, 2025
#11	-0.05% May 7, 2025 - May 21, 2025	-0.34% Jun 2, 2025 - Jun 9, 2025
#12	-0.05% May 23, 2025 - May 30, 2025	-0.33% Feb 10, 2026 - Feb 27, 2026
#13	-0.05% Jun 30, 2025 - Jul 9, 2025	-0.32% Mar 4, 2025 - Apr 1, 2025
#14	-0.05% Sep 15, 2025 - Sep 19, 2025	-0.30% Jun 9, 2025 - Jun 20, 2025
#15	-0.05% Mar 10, 2026 - Mar 18, 2026	-0.30% Feb 4, 2025 - Feb 14, 2025