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OAKMvsREVSETF Comparison
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 down -2.47% year-to-date (YTD) with +$147M in YTD flows. REVS performs better with 2.51% YTD performance, and +$74M 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.
OAKM vs REVS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OAKM REVS | -4.49%-3.72% | -0.37%+3.44% | -2.47%+2.51% | +15.34%+18.51% | n/a+57.22% | n/a+75.71% |
| Flows | OAKM REVS | -$41M+$13M | +$212M+$79M | +$147M+$74M | +$817M+$138M | -+$173M | -+$193M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OAKM REVS | +15.01%+11.36% | +18.29%+16.05% | n/a+13.41% | n/a+15.12% |
| Max drawdown | OAKM REVS | -4.89%-3.82% | -13.48%-12.32% | n/a-16.16% | n/a-17.78% |
| Max drawdown duration | OAKM REVS | 60d28d | 46d46d | n/a211d | n/a448d |
OAKM | REVS | |
Last sale 3/11/2026 at 1:30 PM | $27.38 | $28.72 |
| Previous close 03/10/2026 | $27.33 | $28.81 |
| 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 | REVS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OAKM | REVS | |
|---|---|---|
| Last price | $27.38 | $28.72 |
| 1D performance | +0.18% | -0.30% |
| AuM | $1.06 B | $214.92 M |
| E/R | 0.64% | 0.19% |
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 |
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 REVS ETFs performed in 2026?
As of March 9, 2026, OAKM is down -2.47% year-to-date (YTD), while REVS has returned 2.51%. 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 +$147M in flows, compared to +$74M for REVS.
Which ETF is more volatile: OAKM or REVS?
Over the past year, OAKM had a volatility of 18.29%, while REVS experienced 16.05%.
Which ETF is bigger: OAKM or REVS?
As of March 9, 2026, OAKM holds $1.06 B in assets under management (AUM), while REVS manages $214.92 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, CITIGROUP and STATE STREET. REVS holds in its top three: WELLS FARGO, PROCTERGAMBLE and EXXON.
Which ETF is more diversified: OAKM or REVS?
OAKM holds 36 securities with 49.06% of its assets in the top 15. REVS has 285 securities and a top 15 weight of 35.3%.
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