OAKMvsREVSETF Comparison
VS
Oakmark U.S. Large Cap ETF (OAKM) and Columbia Research Enhanced Value ETF (REVS) belong to the same industry segment: US Large Cap Value. OAKM's top 3 sector exposures are Financials, Energy and Health Care. In contrast, REVS's top sector exposures are Financials, Health Care and Industrials. OAKM is more expensive with a Total Expense Ratio (TER) of 0.64%, versus 0.19% for REVS. OAKM is up 0.35% year-to-date (YTD) with +$162M in YTD flows. REVS performs better with 6.57% YTD performance, and +$125M in YTD flows. Run a side-by-side ETF comparison of OAKM and REVS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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OAKM vs REVS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/22/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OAKM REVS | +3.95%+6.26% | -0.49%+2.97% | +0.35%+6.57% | +25.35%+31.17% | n/a+58.86% | n/a+72.26% |
| Flows | OAKM REVS | +$8M+$21M | +$44M+$80M | +$162M+$125M | +$638M+$183M | -+$225M | -+$242M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OAKM REVS | +14.55%+12.50% | +13.69%+11.57% | n/a+13.30% | n/a+15.16% |
| Max drawdown | OAKM REVS | -7.06%-6.87% | -7.12%-6.87% | n/a-16.16% | n/a-17.78% |
| Max drawdown duration | OAKM REVS | 73d66d | 104d66d | n/a211d | n/a448d |
Trading data
OAKM | REVS | |
Last sale 4/24/2026 at 1:30 PM | $28.04 | $30.25 |
| Previous close 04/23/2026 | $28.30 | $30.22 |
| Consolidated volume 04/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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OAKM
is actively managed and doesn’t replicate an indexOAKM | REVS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/24/2026 at 1:30 PM
Live
Closed
OAKM | REVS | |
|---|---|---|
| Last price | $28.04 | $30.25 |
| 1D performance | -0.90% | +0.11% |
| AuM | $1.10 B | $275.68 M |
| E/R | 0.64% | 0.19% |
Characteristics
OAKM | REVS | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Oakmark Funds | Columbia Threadneedle Investments |
| Benchmark | - | Beta Advantage Research Enhanced U.S. Value Index |
| N° of holdings | 36 | 281 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 2, 2024 | September 25, 2019 |
| ESG | No | No |
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Exposure
Countries
OAKM
USA
93.4%
Other
6.6%
REVS
USA
94.47%
Other
5.53%
Sectors
OAKM
Financials
29.91%
Energy
13.41%
Health Care
10.35%
Information Techn.
9.15%
Consumer Discreti.
8.81%
Industrials
7.49%
Other
20.88%
REVS
Financials
18.98%
Health Care
12.31%
Industrials
12.03%
Information Techn.
11.25%
Energy
8.12%
Consumer Discreti.
7.85%
Other
29.46%
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Diversification
OAKM
Total weight of top 15 holdings out of 15
52.64%
REVS
Total weight of top 15 holdings out of 15
35.11%
Top 15 holdings
Data as of March 31, 2026
OAKM
CONOCOPHILLIPS
5.23%
PHILLIPS 66
4.35%
TARGA RESOURCS
3.83%
CITIGROUP
3.72%
CORTEVA INC
3.44%
STATE STREET
3.40%
WILLIS TOWERS WATSON
3.37%
SALESFORCE INC
3.33%
MERCK & CO INC
3.27%
AIRBNB
3.25%
INTERCONTINENTAL EXCHANGE INC
3.24%
KEURIG DR PEPPER INC
3.12%
CHARLES SCHWAB
3.10%
BK OF AMERICA CO
3.04%
DELTA AIR LINES
2.94%
REVS
EXXON
4.12%
PROCTERGAMBLE
3.49%
WELLS FARGO
3.40%
CISCO-T
2.75%
ALPHABET INC-CL
2.62%
PFIZER
2.52%
CHEVRON TEXACO
2.23%
CITIGROUP
2.20%
ALPHABET INC-CL
2.13%
CHARLES SCHWAB
1.94%
S&P GLOBAL INC
1.77%
UNION PACIFIC U
1.70%
BRISTOL-MYERS SQUIBB
1.57%
CVS HEALTH CORP
1.43%
SALESFORCE INC
1.24%
Frequently asked questions about OAKM and REVS
How have the OAKM and REVS ETFs performed in 2026?
As of April 22, 2026, OAKM is up 0.35% year-to-date (YTD), while REVS has returned 6.57%. That puts REVS better performer ahead so far this year.
Which ETF is attracting more investor money: OAKM or REVS?
Year-to-date, the OAKM ETF saw +$162M in flows, compared to +$125M for REVS.
Which ETF is more volatile: OAKM or REVS?
Over the past year, OAKM had a volatility of 13.69%, while REVS experienced 11.57%.
Which ETF is bigger: OAKM or REVS?
As of April 22, 2026, OAKM holds $1.10 B in assets under management (AUM), while REVS manages $275.68 M.
What sectors do the OAKM and REVS ETFs invest in?
OAKM leans toward sectors like Financials, Energy and Health Care. Meanwhile, REVS focuses on Financials, Health Care and Industrials.
What are the top holdings of the OAKM ETF and REVS ETF?
OAKM top holdings include CONOCOPHILLIPS, PHILLIPS 66 and TARGA RESOURCS. REVS holds in its top three: EXXON, PROCTERGAMBLE and WELLS FARGO.
Which ETF is more diversified: OAKM or REVS?
OAKM holds 36 securities with 52.64% of its assets in the top 15. REVS has 286 securities and a top 15 weight of 35.11%.
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