ECML vs OAKM
Euclidean Fundamental Value ETF vs Oakmark US Large Cap ETF
Which is better, ECML or OAKM?
Each has led over a different period.
OAKM has a lower expense ratio. ECML led over 1Y, OAKM over the full window. ECML is less concentrated, with 20.7% of the fund in its ten largest positions against 35.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ECML | OAKM |
|---|---|---|
| Expense Ratio | 0.95% | 0.59%Best |
| AUM | $126M | $1.1B |
| Dividend Yield | 1.17% | 0.65% |
| Holdings | 130 | 41 |
| YTD Return | +18.99%Best | +6.05% |
| 1Y Return | +24.66%Best | +14.80% |
| 3Y Return (annualized) | +14.57% | - |
| Volatility (annualized) | 13.3% | 12.2%Best |
| Max Drawdown | -24.5% | -15.2%Best |
| $10,000 over 1.9 years | $11,426 | $12,344Best |
| Top 10 Weight | 20.7%Best | 35.0% |
| Fund Family | Euclidean Technologies | Oakmark Funds |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | May 18, 2023 | Dec 3, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 3, 2024 to Oct 14, 2026 (1.9 years).
ECML vs OAKM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.9 years both funds cover.
ECML vs OAKM Performance
Euclidean Fundamental Value ETF (ECML) is an ETF from Euclidean Technologies and Oakmark US Large Cap ETF (OAKM) is an ETF from Oakmark Funds. Over the past year ECML returned +24.66% while OAKM returned +14.80%. Year to date, ECML is up 18.99% versus a gain of 6.05% for OAKM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ECML has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 12.2% for OAKM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.5% for ECML and -15.2% for OAKM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
ECML charges 0.95% per year while OAKM charges 0.59%. On a $10,000 position that is $95 vs $59 annually, a gap of $36 per year that compounds over a long holding period. On income, ECML currently yields 1.17% against 0.65% for OAKM.
Holdings Overlap
3.0% of ECML's money is in holdings OAKM also owns. 6.2% of OAKM's money is in holdings ECML also owns.
OAKM and ECML share little of their money.
2 positions in common, counted across the 64 positions we hold weights for in ECML and 39 in OAKM, against full books of 130 and 41.
What only one of them owns
Our book lists 34 positions for OAKM that do not appear in our book for ECML (86.7% of the fund), and 61 for ECML that do not appear in OAKM (95.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of ECML and OAKM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ECML or OAKM?
ECML has an expense ratio of 0.95% while OAKM charges 0.59%. OAKM is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, ECML or OAKM?
Over the past year ECML returned +24.66% vs +14.80% for OAKM, so ECML leads on 1-year performance. Over the longest common window we track (2 years), ECML annualized +7.27% vs +11.72% for OAKM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ECML or OAKM?
ECML has been the more volatile fund at 13.3% annualized versus 12.2% for OAKM. Worst drawdown: ECML -24.5% vs OAKM -15.2%.
Should I hold both ECML and OAKM?
ECML and OAKM have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ECML and OAKM?
6.2% of OAKM's money is in holdings ECML also owns. 6.2% of OAKM's is in holdings ECML also owns. They hold 2 positions in common, counted across the 64 positions we hold weights for in ECML and 39 in OAKM.
Which pays a higher dividend, ECML or OAKM?
ECML yields 1.17% while OAKM yields 0.65%, so ECML currently pays the higher dividend yield.
Is OAKM better than ECML?
OAKM has a lower expense ratio. ECML led over 1Y, OAKM over the full window. ECML is less concentrated, with 20.7% of the fund in its ten largest positions against 35.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.