Compare · 2 funds side by side · dividends reinvested

OAIM and IEFA

OAIMOneAscent×IEFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,228IEFA · best of the two

02 / 04

OAIM and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.34%+11.9%+15.8%+20.6%+8.8%−11.5%16.0%$193B1.3

OneAscent International Equity ETFInternational · Ex-US broad0.95%0.89%+10.8%+14.5%+21.0%[…]−10.9%18.9%$379M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: OAIM 2022 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent International Equity ETF · $379M[…]

OAIM

IEFA

iShares Core MSCI EAFE ETF · $193B$15,228

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

OAIMMeasureIEFA

+10.8%Year to dateJan 1 → Nov 4+11.9%

+14.5%1 yearTotal return+15.8%

+21.0%3 years · per year$10,000 became $17,720 · $17,523+20.6%

[…]5 years · per year$10,000 became […] · $15,228+8.8%

0.95%Expense ratio$95 · $7 a year on $10k · lower is better0.07%

0.89%Trailing 12-mo yield$89 · $334 a year on $10k3.34%

−10.9%Worst dropSmaller is better−11.5%

18.9%VolatilityLower is calmer16.0%

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

2–5IEFA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OAIM vs IEFA: Top 5 Holdings

Today

OAIM

19.6%in top 5

IEFA

in top 57.3%

OAIMStockIEFA

5.1%2330.TWnot top 5

3.9%AGS.BRnot top 5

3.8%LGEN.Lnot top 5

3.6%8630.Tnot top 5

3.2%EBP.WAnot top 5

not top 5ASML.AS2.4%

not top 5ROP.SW1.3%

not top 5SHEL.L1.2%

not top 5NOVN.SW1.2%

not top 5HSBA.L1.2%

Held in common1.5%

End-of-day Nov 4, 2026 · share of each fund

OAIM vs IEFA Returns, Every Period

OneAscentOAIM

+14.5%

past year

IEFAiShares

+15.8%

past year

OAIMIEFAFaded: behind in that period

1–2IEFA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OAIM vs IEFA

YTD

OneAscentOAIM

+10.8%

IEFAiShares

+11.9%

+10.8%Year to date+11.9%

−10.9%Worst drop · 1Y−11.5%

18.9%Volatility · 1Y16.0%

0.9%Yield3.3%

$379MAssets$193B

3–1IEFA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OAIM, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

OAIM0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OAIM, IEFA

3.34%highest, IEFA

FundTrailing yieldYield$10k

IEFA3.34%$334

OAIM0.89%$89

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

OAIM$89 − $95 = −$6

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OAIM, IEFA

Today

1.5%most shared, OAIM and IEFA

OAIMIEFA

OAIM—1.5%

IEFA1.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.8%IEFA, at 16.0% volatility

IEFAWorst drop−11.5%16.0% vol

OAIMWorst drop−10.9%18.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IEFAOAIM

+11.9%Year to date+10.8%

3.3%Yield0.9%

+15.8%Past year+14.5%

0.07%Fee0.95%

4–0IEFA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026