VXZ vs OAKG

Comparison between iPath Series B S&P 500 VIX Mid-Term Futures ETN (VXZ, ETF) and OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF).

VXZ vs OAKG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VXZ(ETF)	OAKG(ETF)
Net Assets	$35M	$35M
Expense Ratio	0.89%	0.62%
Max Drawdown	69.00%	11.52%
Sharpe Ratio	-0.94	-0.32
5Y Beta	-1.47	0.78
P/E Ratio	N/A	23.87
Forward P/E	N/A	15.92
PEG Ratio	N/A	0.62
Debt to Equity	N/A	150.79%
P/S Ratio	N/A	1.27
P/B Ratio	N/A	2.81

Net Assets

VXZ

$35M

OAKG

$35M

Expense Ratio

VXZ

0.89%

Winner

OAKG

0.62%

Max Drawdown

VXZ

69.00%

Winner

OAKG

11.52%

Sharpe Ratio

VXZ

-0.94

Winner

OAKG

-0.32

5Y Beta

Winner

VXZ

-1.47

OAKG

0.78

P/E Ratio

VXZ

N/A

OAKG

23.87

Forward P/E

VXZ

N/A

OAKG

15.92

PEG Ratio

VXZ

N/A

OAKG

0.62

Debt to Equity

VXZ

N/A

OAKG

150.79%

P/S Ratio

VXZ

N/A

OAKG

1.27

P/B Ratio

VXZ

N/A

OAKG

2.81

VXZ vs OAKG - Historical Returns

Returns include dividend reinvestment.

Period	VXZ	OAKG
1 month	-3.69%	+3.39%
3 months	-9.53%	+0.04%
6 months	-3.58%	-3.55%
1 year	-14.60%	N/A
5 years(CAGR)	-13.68%	N/A
10 years(CAGR)	-3.36%	N/A
Max(CAGR)	-3.36%	-1.84%

VXZ

-3.69%

Winner

OAKG

+3.39%

VXZ

-9.53%

Winner

OAKG

+0.04%

VXZ

-3.58%

Winner

OAKG

-3.55%

VXZ

-14.60%

OAKG

N/A

5Y(CAGR)

VXZ

-13.68%

OAKG

N/A

10Y(CAGR)

VXZ

-3.36%

OAKG

N/A

Max(CAGR)

VXZ

-3.36%

Winner

OAKG

-1.84%

VXZ vs OAKG - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	VXZ	OAKG
2026	-4.98%	-1.34%
2025	+5.13%	-0.00%
2024	-12.29%	N/A
2023	-43.19%	N/A
2022	+1.69%	N/A
2021	-18.73%	N/A
2020	+76.74%	N/A
2019	-19.12%	N/A
2018	+31.89%	N/A

VXZ vs OAKG Drawdown Comparison

The maximum drawdown for VXZ was -69.00%, occurring on Nov 29, 2024. This drawdown has not yet recovered.

The maximum drawdown for OAKG was -11.52%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current VXZ drawdown is -67.20%. The current OAKG drawdown is -4.77%.

Rank	VXZ	OAKG
#1	-69.00% Mar 18, 2020 - Nov 29, 2024	-11.52% Jan 14, 2026 - Mar 30, 2026
#2	-28.77% Apr 4, 2018 - Mar 9, 2020	-1.51% Dec 11, 2025 - Dec 26, 2025
#3	-6.59% Mar 2, 2018 - Apr 2, 2018	-0.99% Jan 9, 2026 - Jan 14, 2026
#4	-6.05% Feb 14, 2018 - Mar 1, 2018	-0.64% Jan 6, 2026 - Jan 8, 2026
#5	-4.85% Mar 12, 2020 - Mar 16, 2020	-0.43% Dec 30, 2025 - Jan 5, 2026
#6	-3.49% Mar 9, 2020 - Mar 11, 2020	-0.10% Dec 26, 2025 - Dec 30, 2025
#7	-1.07% Jan 18, 2018 - Jan 23, 2018	N/A

Correlation

Correlation between VXZ and OAKG is -0.40 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.40

-101