Compare · 3 funds side by side · dividends reinvested

OAIM, SCHD and VT

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

OAIM, SCHD and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

Vanguard Total World Stock ETFInternational · Global0.06%1.54%+12.0%+13.2%+20.7%+9.8%−9.7%14.8%$81.8B1.9

OneAscent International Equity ETFInternational · Ex-US broad0.95%0.89%+10.5%+14.9%+19.2%[…]−11.1%19.7%$386M2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: OAIM 2022 · SCHD 2011 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

5Y

OneAscent International Equity ETF · $386M[…]

OAIM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OAIMMeasure

More Ways to See the Pairs

OAIM vs SCHD: Top 5 Holdings

Today

OAIM

19.9%in top 5

SCHD

in top 521.7%

OAIMStockSCHD

5.0%2330.TWnot top 5

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

Cost, Income and Risk

Fees: OAIM, SCHD, VT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VT0.06%$6

OAIM0.95%$95

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: OAIM, SCHD, VT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SCHD

+10.5%Year to dateJan 1 → Nov 11+34.6%

+14.9%1 yearTotal return+39.3%

+19.2%3 years · per year$10,000 became $16,941 · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

0.89%Trailing 12-mo yield$89 · $293 a year on $10k2.93%

−11.1%Worst dropSmaller is better−6.9%

19.7%VolatilityLower is calmer11.8%

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

0–7SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%AGS.BRnot top 5

not top 5AMGN4.1%

3.8%LGEN.Lnot top 5

3.6%8630.Tnot top 5

3.2%EBP.WAnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

OAIM vs SCHD Returns, Every Period

1Y

OneAscentOAIM

+14.9%

past year

SCHDSchwab

+39.3%

past year

OAIMSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

International vs Income: OAIM vs SCHD

YTD

OneAscentOAIM

+10.5%

SCHDSchwab

+34.6%

+10.5%Year to date+34.6%

−11.1%Worst drop · 1Y−6.9%

19.7%Volatility · 1Y11.8%

0.9%Yield2.9%

$386MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VT1.54%$154

OAIM0.89%$89

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VT$154 − $6 = $148

OAIM$89 − $95 = −$6

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OAIM, SCHD, VT

Today

4.3%most shared, SCHD and VT

OAIMSCHDVT

OAIM—0.0%3.5%

SCHD0.0%—4.3%

VT3.5%4.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VTWorst drop−9.7%14.8% vol

OAIMWorst drop−11.1%19.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVT

+34.6%Year to date+12.0%

2.9%Yield1.5%

+39.3%Past year+13.2%

0.06%Fee0.06%

3–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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OAIM, SCHD and VT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three