Compare · 3 funds side by side · dividends reinvested

OACP, IUSB and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

OACP, IUSB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.6

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.2%+0.6%+6.0%+0.3%−4.3%3.9%$50.4B1.8

OneAscent Core Plus Bond ETFBonds & Cash · Core aggregate0.74%4.43%−0.5%+0.0%+5.8%[…]−4.6%3.9%$268M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: OACP 2022 · IUSB 2014 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent Core Plus Bond ETF · $268M[…]

OACP

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,142

$10,000 five years ago, dividends reinvested

OACPMeasureIUSB

−0.5%Year to dateJan 1 → Nov 5+0.2%

+0.0%1 yearTotal return+0.6%

+5.8%3 years · per year$10,000 became $11,854 · $11,909+6.0%

[…]5 years · per year$10,000 became […] · $10,142+0.3%

0.74%Expense ratio$74 · $6 a year on $10k · lower is better0.06%

4.43%Trailing 12-mo yield$443 · $433 a year on $10k4.33%

−4.6%Worst dropSmaller is better−4.3%

3.9%VolatilityLower is calmer3.9%

OACPIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5IUSB wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OACP vs IUSB: Top 5 Holdings

Today

OACP

[…]in top 5

IUSB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

OACP vs IUSB Returns, Every Period

OneAscentOACP

+0.0%

past year

IUSBiShares

+0.6%

past year

OACPIUSBFaded: behind in that period

0–3IUSB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OACP vs IUSB

YTD

OneAscentOACP

−0.5%

IUSBiShares

+0.2%

−0.5%Year to date+0.2%

−4.6%Worst drop · 1Y−4.3%

3.9%Volatility · 1Y3.9%

4.4%Yield4.3%

$268MAssets$50.4B

2–1IUSB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OACP, IUSB, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

OACP0.74%$74

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OACP, IUSB, SGOV

4.43%highest, OACP

FundTrailing yieldYield$10k

OACP4.43%$443

IUSB4.33%$433

SGOV3.63%$363

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

OACP$443 − $74 = $369

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OACP, IUSB, SGOV

Today

[…]holdings […]

OACPIUSBSGOV

OACP—[…][…]

IUSB[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.7%SGOV, at 0.2% volatility

SGOVWorst drop0.0%0.2% vol

IUSBWorst drop−4.3%3.9% vol

OACPWorst drop−4.6%3.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OACPSGOV

−0.5%Year to date+3.1%

4.4%Yield3.6%

+0.0%Past year+3.7%

0.74%Fee0.09%

3–1SGOV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026