Compare · 2 funds side by side · dividends reinvested

OACP and VIG

OACPOneAscent×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

OACP and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

OneAscent Core Plus Bond ETFBonds & Cash · Core aggregate0.74%4.43%−0.5%+0.0%+5.8%[…]−4.6%3.9%$267M1.6

Rank among the two1st → 2ndFee, 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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent Core Plus Bond ETF · $267M[…]

OACP

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested

OACPMeasureVIG

−0.5%Year to dateJan 1 → Nov 5+12.5%

+0.0%1 yearTotal return+15.2%

+5.8%3 years · per year$10,000 became $11,854 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.74%Expense ratio$74 · $4 a year on $10k · lower is better0.04%

4.43%Trailing 12-mo yield$443 · $149 a year on $10k1.49%

−4.6%Worst dropSmaller is better−7.9%

3.9%VolatilityLower is calmer10.8%

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

3–4VIG 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 VIG: Top 5 Holdings

Today

OACP

[…]in top 5

VIG

in top 522.1%

OACPStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common[…]

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

OACP vs VIG Returns, Every Period

OneAscentOACP

+0.0%

past year

VIGVanguard

+15.2%

past year

OACPVIGFaded: behind in that period

0–3VIG wins

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

Bonds vs Income: OACP vs VIG

YTD

OneAscentOACP

−0.5%

VIGVanguard

+12.5%

−0.5%Year to date+12.5%

−4.6%Worst drop · 1Y−7.9%

3.9%Volatility · 1Y10.8%

4.4%Yield1.5%

$267MAssets$109B

3–1OACP wins

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

Cost, Income and Risk

Fees: OACP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

OACP0.74%$74

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

Yields: OACP, VIG

4.43%highest, OACP

FundTrailing yieldYield$10k

OACP4.43%$443

VIG1.49%$149

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

Income After Fees on $10,000

$369most kept, OACP

OACP$443 − $74 = $369

VIG$149 − $4 = $145

KeptFee

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

Overlap: OACP, VIG

Today

[…]holdings […]

OACPVIG

OACP—[…]

VIG[…]—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

OACPWorst drop−4.6%3.9% vol

VIGWorst drop−7.9%10.8% vol

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

Paid More vs Made More

YTD

OACPVIG

−0.5%Year to date+12.5%

4.4%Yield1.5%

+0.0%Past year+15.2%

0.74%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026