Which ETFs hold Bank OZK COM?
OZK is held by 55 of the 504 ETFs we cover. The heaviest allocation is REGL at 1.6%; among the largest funds, VTI holds 0.0% and IJH 0.1%. The median weight across all funds holding it is 0.1%. Bank OZK COM is classified Financials.
- Covered ETFs Holding It
- 55
- Heaviest Allocation
- 1.57%in REGL
- Median Weight
- 0.06%across funds that hold it
- Sector
- Financials
- Dividend Yield
- 3.62%trailing 12 months
OZK Share Performance
- 1M
- +3.9%
- YTD
- +15.0%
- 1Y
- +12.7%
- 3Y (ann.)
- +9.3%
- 5Y (ann.)
- +7.3%
- 10Y (ann.)
- +6.8%
A $10,000 investment 10 years ago would be worth $19,289 today at the 10Y annualized rate. This is a backward-looking illustration, not a forecast.
Total returns including dividends as of 2026-08-07. 3Y/5Y/10Y annualized. Past performance does not predict future results.
Funds Holding OZK(55)
| ETF | |||||||
|---|---|---|---|---|---|---|---|
| REGLProShares S&P MidCap 400 Dividend Aristocrats ETF | 1.57% | 0.40% | $1.8B | 2.13% | +14.8% | +18.4% | +8.5% |
| KREState Street® SPDR® S&P® Regional Banking ETF | 1.26% | 0.35% | $4.5B | 2.10% | +19.0% | +32.6% | +5.9% |
| KBEState Street® SPDR® S&P® Bank ETF | 0.92% | 0.35% | $1.7B | 2.10% | +16.6% | +29.1% | +9.2% |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | 0.83% | 0.58% | $11.6B | 0.93% | +16.9% | +24.8% | +10.8% |
| AVUVAvantis U.S. Small Cap Value ETF | 0.55% | 0.25% | $30.2B | 1.23% | +25.2% | +39.5% | +13.2% |
| DFSVDimensional US Small Cap Value ETF | 0.38% | 0.30% | $8.2B | 1.33% | +23.4% | +37.6% | — |
| DONWisdomTree U.S. Midcap Dividend Fund | 0.32% | 0.38% | $4.1B | 2.27% | +14.3% | +18.2% | +9.3% |
| IJJiShares S&P Mid-Cap 400 Value ETF | 0.30% | 0.18% | $9.0B | 1.56% | +15.1% | +23.8% | +9.2% |
| MDYVState Street® SPDR® S&P 400™ Mid Cap Value ETF | 0.30% | 0.15% | $2.9B | 1.64% | +15.2% | +23.9% | +9.2% |
| DFATDimensional U.S. Targeted Value ETF | 0.28% | 0.28% | $14.5B | 1.33% | +21.7% | +34.5% | +11.7% |
| SDYState Street® SPDR® S&P® Dividend ETF | 0.23% | 0.35% | $22.0B | 2.36% | +14.8% | +16.9% | +7.8% |
| FNDASchwab Fundamental U.S. Small Company ETF | 0.20% | 0.25% | $9.4B | 1.09% | +21.8% | +32.0% | +9.0% |
| DVYiShares Select Dividend ETF | 0.19% | 0.38% | $23.8B | 3.25% | +16.5% | +23.7% | +10.6% |
| IJHiShares Core S&P Mid-Cap ETF | 0.15% | 0.05% | $126.1B | 1.14% | +18.4% | +26.0% | +9.0% |
| SPMDState Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | 0.15% | 0.03% | $18.5B | 1.19% | +18.5% | +26.0% | +9.1% |
| MDYState Street® SPDR® S&P MIDCAP 400® ETF Trust | 0.14% | 0.23% | $27.1B | 0.99% | +18.1% | +25.6% | +8.8% |
| IVOOVanguard S&P Mid-cap 400 Index Fund | 0.14% | 0.07% | $3.9B | 1.14% | +18.5% | +26.0% | +9.0% |
| SCHDSchwab U.S. Dividend Equity ETF | 0.13% | 0.06% | $105.7B | 3.09% | +25.6% | +31.4% | +9.7% |
| DFASDimensional U.S. Small Cap ETF | 0.12% | 0.26% | $15.3B | 0.95% | +20.5% | +31.3% | +9.1% |
| FDLFirst Trust Morningstar Dividend Leaders Index Fund | 0.12% | 0.43% | $7.8B | 3.56% | +19.1% | +27.6% | +14.1% |
| VBRVanguard Small-cap Value Index Fund | 0.12% | 0.05% | $38.3B | 1.73% | +19.2% | +28.7% | +10.0% |
| SCHASchwab U.S. Small-Cap ETF | 0.11% | 0.04% | $23.3B | 1.02% | +22.8% | +36.7% | +7.9% |
| SCHMSchwab U.S. Mid-Cap ETF | 0.09% | 0.04% | $15.1B | 1.22% | +20.7% | +28.9% | +8.2% |
| IYFiShares U.S. Financials ETF | 0.08% | 0.38% | $4.5B | 1.40% | +7.0% | +15.4% | +12.0% |
| VBVanguard Small-cap Index Fund | 0.07% | 0.03% | $82.5B | 1.18% | +19.5% | +29.1% | +8.1% |
Expense = net expense ratio from the fund's latest SEC prospectus filing. YTD/1Y/5Y are trailing total returns including dividends (5Y annualized, as of 2026-08-07). Past performance does not predict future results. Sort by any column.
Frequently Asked Questions
Which ETF has the most OZK exposure?
REGL has the heaviest OZK allocation of the ETFs we cover, at 1.57% of its portfolio, based on the fund's latest SEC-reported holdings.
How many ETFs hold OZK?
55 of the 504 ETFs we cover hold Bank OZK COM (OZK). The median weight across those funds is 0.06%.
What is the cheapest ETF that holds OZK?
SPMD has the lowest expense ratio among covered ETFs holding OZK, at 0.03% per year.
What is the largest ETF that holds OZK?
VTI (Vanguard Total Stock Market Index Fund) is the largest covered ETF holding OZK, with $696.4B in assets and a 0.01% position.
Keep Exploring
Look up another stock or compare two of these ETFs to see how much they overlap beyond OZK.