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OAKMvsLGCFETF Comparison
Oakmark U.S. Large Cap ETF (OAKM) belongs to the US Large Cap Value segment. Themes US Cash Flow Champions ETF (LGCF) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Financials, Energy and Health Care. OAKM is more expensive with a Total Expense Ratio (TER) of 0.64%, versus 0.29% for LGCF. OAKM is down -2.47% year-to-date (YTD) with +$147M in YTD flows. LGCF performs better with -0.41% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of OAKM and LGCF below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
OAKM vs LGCF performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OAKM LGCF | -4.49%-3.99% | -0.37%-0.52% | -2.47%-0.41% | +15.34%+12.96% | n/an/a | n/an/a |
| Flows | OAKM LGCF | -$41M- | +$212M- | +$147M- | +$817M+$671K | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OAKM LGCF | +15.01%+12.06% | +18.29%+17.66% | n/an/a | n/an/a |
| Max drawdown | OAKM LGCF | -4.89%-4.18% | -13.48%-14.39% | n/an/a | n/an/a |
| Max drawdown duration | OAKM LGCF | 60d29d | 46d93d | n/an/a | n/an/a |
OAKM | LGCF | |
Last sale 3/11/2026 at 1:30 PM | $27.38 | $33.96 |
| Previous close 03/10/2026 | $27.33 | $33.88 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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OAKM | LGCF | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OAKM | LGCF | |
|---|---|---|
| Last price | $27.38 | $33.96 |
| 1D performance | +0.18% | +0.22% |
| AuM | $1.06 B | $3.05 M |
| E/R | 0.64% | 0.29% |
OAKM | LGCF | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Oakmark Funds | Themes Management Company |
| Benchmark | - | Solactive US Cash Flow Champions Index |
| N° of holdings | 36 | 75 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 2, 2024 | December 13, 2023 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the OAKM and LGCF ETFs performed in 2026?
As of March 9, 2026, OAKM is down -2.47% year-to-date (YTD), while LGCF has lost -0.41%. That puts LGCF better performer ahead so far this year.
Which ETF is attracting more investor money: OAKM or LGCF?
Year-to-date, the OAKM ETF saw +$147M in flows, compared to - for LGCF.
Which ETF is more volatile: OAKM or LGCF?
Over the past year, OAKM had a volatility of 18.29%, while LGCF experienced 17.66%.
Which ETF is bigger: OAKM or LGCF?
As of March 9, 2026, OAKM holds $1.06 B in assets under management (AUM), while LGCF manages $3.05 M.
What sectors do the OAKM and LGCF ETFs invest in?
OAKM leans toward sectors like Financials, Energy and Health Care. Meanwhile, LGCF focuses on Financials, Energy and Health Care.
What are the top holdings of the OAKM ETF and LGCF ETF?
OAKM top holdings include CONOCOPHILLIPS, CITIGROUP and STATE STREET. LGCF holds in its top three: EXXON, CHEVRON TEXACO and THE GOLDMAN SACHS GROUP.
Which ETF is more diversified: OAKM or LGCF?
OAKM holds 36 securities with 49.06% of its assets in the top 15. LGCF has 75 securities and a top 15 weight of 53.67%.
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