WEEI vs OAKI

Comparison between Westwood Salient Enhanced Energy Income ETF (WEEI, ETF) and OAKMARK INTERNATIONAL LARGE CAP ETF (OAKI, ETF).

WEEI vs OAKI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WEEI(ETF)	OAKI(ETF)
Net Assets	$73M	$73M
Expense Ratio	0.85%	0.65%
Max Drawdown	24.40%	13.94%
Sharpe Ratio	1.94	-0.30
5Y Beta	0.54	1.09
P/E Ratio	22.50	N/A
Forward P/E	13.33	N/A
PEG Ratio	1.13	N/A
5Y EPS CAGR	18.56%	N/A
Debt to Equity	43.67%	N/A
P/S Ratio	1.65	N/A
P/B Ratio	2.54	N/A

Net Assets

Winner

WEEI

$73M

OAKI

$73M

Expense Ratio

WEEI

0.85%

Winner

OAKI

0.65%

Max Drawdown

WEEI

24.40%

Winner

OAKI

13.94%

Sharpe Ratio

Winner

WEEI

1.94

OAKI

-0.30

5Y Beta

Winner

WEEI

0.54

OAKI

1.09

P/E Ratio

WEEI

22.50

OAKI

N/A

Forward P/E

WEEI

13.33

OAKI

N/A

PEG Ratio

WEEI

1.13

OAKI

N/A

5Y EPS CAGR

WEEI

18.56%

OAKI

N/A

Debt to Equity

WEEI

43.67%

OAKI

N/A

P/S Ratio

WEEI

1.65

OAKI

N/A

P/B Ratio

WEEI

2.54

OAKI

N/A

WEEI vs OAKI - Holdings Comparison

WEEI and OAKI have 1 common holdings. Overlap is -0.22%

WEEI's top 25 holdings weight is 101.46%. OAKI's top 25 holdings weight is 55.21%.

Rank	WEEI	OAKI
#1	EXXON MOBIL CORP (XOM) - 24.11%	SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.72%
#2	CHEVRON CORP (CVX) - 13.56%	BNP PARIBAS ACT. CAT.A (n/a) - 3.72%
#3	CONOCOPHILLIPS (COP) - 6.12%	ADIDAS AG (n/a) - 3.44%
#4	VALERO ENERGY CORP (VLO) - 5.31%	SYMRISE AG (n/a) - 3.10%
#5	WILLIAMS COMPANIES INC (WMB) - 5.14%	COMPASS GROUP PLC COMMON STOCK GBP.1105 (n/a) - 3.04%
#6	SLB LTD (SLB) - 5.04%	SAP SE (n/a) - 3.02%
#7	PHILLIPS 66 (PSX) - 3.97%	UNILEVER PLC (n/a) - 2.91%
#8	BAKER HUGHES CO CLASS A (BKR) - 3.89%	BAYERISCHE MOTOREN WERKE AG (n/a) - 2.84%
#9	KINDER MORGAN INC CLASS P (KMI) - 3.87%	RECKITT BENCKISER GROUP PLC (n/a) - 2.84%
#10	EOG RESOURCES INC (EOG) - 3.85%	ACCOR SA (n/a) - 2.80%
#11	TARGA RESOURCES CORP (TRGP) - 3.69%	DSV AS (n/a) - 2.56%
#12	DEVON ENERGY CORP (DVN) - 3.59%	PUBLICIS GROUPE SA (n/a) - 2.54%
#13	ONEOK INC (OKE) - 3.44%	DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.41%
#14	MARATHON PETROLEUM CORP (MPC) - 3.36%	BAYER AG (n/a) - 2.39%
#15	HALLIBURTON CO (HAL) - 2.49%	CIE FINANCIERE RICHEMO A REG COMMON STOCK CHF1.0 (n/a) - 2.37%
#16	DIAMONDBACK ENERGY INC (FANG) - 2.12%	DASSAULT SYSTEMES SE (n/a) - 2.36%
#17	EQT CORP (EQT) - 2.07%	AKZO NOBEL NV (n/a) - 2.33%
#18	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.37%	ASR NEDERLAND NV (n/a) - 2.32%
#19	TEXAS PACIFIC LAND CORP (TPL) - 1.26%	HEXAGON AB ADR (HXGBY) - 2.29%
#20	OCCIDENTAL PETROLEUM CORP (OXY) - 1.11%	GLENCORE PLC (n/a) - 2.21%
#21	US DOLLARS (n/a) - 1.05%	N/A
#22	APA CORP (APA) - 1.05%	N/A
#23	EOG US 05/15/26 C160 (n/a) - 0.00%	N/A
#24	CVX US 05/15/26 C230 (n/a) - 0.00%	N/A
#25	CVX US 05/15/26 C220 (n/a) - 0.00%	N/A
Total Holdings	179	20

WEEI vs OAKI - Historical Returns

Returns include dividend reinvestment.

Period	WEEI	OAKI
1 month	-1.01%	+0.08%
3 months	+3.39%	+0.17%
6 months	+16.58%	-1.77%
1 year	+34.33%	N/A
Max(CAGR)	+11.88%	-3.64%

WEEI

-1.01%

Winner

OAKI

+0.08%

Winner

WEEI

+3.39%

OAKI

+0.17%

Winner

WEEI

+16.58%

OAKI

-1.77%

WEEI

+34.33%

OAKI

N/A

Max(CAGR)

Winner

WEEI

+11.88%

OAKI

-3.64%

WEEI vs OAKI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	WEEI	OAKI
2026	+15.56%	-2.66%
2025	+10.32%	+0.52%
2024	-3.12%	N/A

WEEI vs OAKI Drawdown Comparison

The maximum drawdown for WEEI was -18.79%, occurring on Apr 8, 2025. Recovery took 241 trading sessions.

The maximum drawdown for OAKI was -13.94%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current WEEI drawdown is -3.97%. The current OAKI drawdown is -7.26%.

Rank	WEEI	OAKI
#1	-18.79% Nov 22, 2024 - Nov 11, 2025	-13.94% Feb 10, 2026 - Mar 27, 2026
#2	-8.25% May 17, 2024 - Nov 6, 2024	-3.01% Jan 12, 2026 - Jan 27, 2026
#3	-7.66% Mar 27, 2026 - May 18, 2026	-2.15% Jan 27, 2026 - Feb 9, 2026
#4	-5.88% May 19, 2026 - May 29, 2026	-1.19% Dec 11, 2025 - Dec 23, 2025
#5	-3.63% Dec 11, 2025 - Jan 2, 2026	-0.82% Jan 6, 2026 - Jan 9, 2026
#6	-2.48% Nov 14, 2025 - Dec 3, 2025	-0.51% Dec 26, 2025 - Jan 5, 2026
#7	-2.24% Jan 5, 2026 - Jan 13, 2026	N/A
#8	-1.13% Feb 11, 2026 - Feb 18, 2026	N/A
#9	-1.00% Dec 4, 2025 - Dec 10, 2025	N/A
#10	-0.89% Nov 11, 2025 - Nov 14, 2025	N/A
#11	-0.88% Jan 30, 2026 - Feb 3, 2026	N/A
#12	-0.76% May 9, 2024 - May 17, 2024	N/A
#13	-0.72% Mar 2, 2026 - Mar 11, 2026	N/A
#14	-0.51% Nov 6, 2024 - Nov 13, 2024	N/A
#15	-0.46% Nov 18, 2024 - Nov 20, 2024	N/A

Correlation

Correlation between WEEI and OAKI is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101