OAKL, the Oakmark U.S. Concentrated ETF, sits in StoryVector’s Beta Book: a manager chooses its holdings without a stated theme. It carries no market story, so it is not ranked against one.
How it has performed
How OAKL has done, next to the US market.
| Period | OAKL | US market |
|---|---|---|
| Since launch, October 2026 | +6.5% | – |
Returns are price change plus dividends. A dash means it has not traded for the whole period. Past performance, not a forecast or a recommendation.
Key facts
How it moves
OAKL has traded for less than a year, so how it moves against the market is not shown yet.
Risk
Against its peers
Nearest by size
The ETFs ranked just above and below OAKL by assets, among the 206 discretionary ETFs in the Beta Book, largest first.
| # | ETF | ASSETS | 1 YEAR | COST |
|---|---|---|---|---|
| 194 | USFE | $3.6m | – | 0.45% |
| 195 | ESBG | $2.0m | – | 0.95% |
| 196 | MHIP | $1.5m | – | 0.55% |
| 197 | MHIG | $995,814 | – | 0.55% |
| 198 | WZRD | $706,786 | −97.8% | 1.00% |
| 199 | OAKL | – | – | – |
| 200 | SEQ | – | – | 0.99% |
| 201 | SFGS | – | – | – |
| 202 | SFLC | – | – | – |
| 203 | SFSM | – | – | – |
| 204 | THCR | – | – | – |
1 year is price change plus dividends; cost is the yearly fee.
Where it sits among discretionary Beta Book ETFs
Each dot is one of 148 plain discretionary Beta Book ETFs, placed by its return (up) and how much it swung (right) over the last year.
Checked, and added to the Beta Book
A manager chooses its holdings without a stated theme.
We check every ETF against the 22 narratives. This one follows the market, a factor or a manager’s choices rather than a story, so it has no narrative and no share of a narrative’s money. See the narratives on the board → · See the whole Beta Book →
How it is built
A plain ETF that owns its holdings directly.
Common questions
Why does OAKL have no story?
A manager chooses its holdings without a stated theme.
Is OAKL leveraged?
No. OAKL is a plain ETF: it aims to move one for one with what it holds.
When did OAKL launch?
OAKL launched on October 7, 2026 and is issued by Oakmark.
Run an ETF? StoryVector shows issuers where their ETFs stand against the closest rivals, every week.
Request a pilot