Compare · 2 funds side by side · dividends reinvested

OALC and IWB

OALCOneAscent×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,459IWB · best of the two

02 / 04

OALC and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

OneAscent Large Cap Core ETFUS Stock Styles · Large cap0.58%0.52%+16.2%+16.3%+24.3%[…]−8.4%14.4%$275M1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.5

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: OALC 2021 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent Large Cap Core ETF · $275M[…]

OALC

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 61.6% in common

OALCMeasureIWB

+16.2%Year to dateJan 1 → Nov 4+13.0%

+16.3%1 yearTotal return+13.2%

+24.3%3 years · per year$10,000 became $19,190 · $19,023+23.9%

[…]5 years · per year$10,000 became […] · $17,459+11.8%

0.58%Expense ratio$58 · $15 a year on $10k · lower is better0.15%

0.52%Trailing 12-mo yield$52 · $91 a year on $10k0.91%

−8.4%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer12.9%

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

4–3OALC wins

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

More Ways to See the Pairs

OALC vs IWB: Top 5 Holdings

Today

OALC

23.4%in top 5

IWB

in top 525.2%

OALCStockIWB

7.8%NVDA6.9%

not top 5AAPL6.9%

6.6%MSFT5.5%

3.9%AMZN3.5%

2.7%GOOGL2.3%

2.5%AVGOnot top 5

Held in common61.6%

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

OALC vs IWB Returns, Every Period

OneAscentOALC

+16.3%

past year

IWBiShares

+13.2%

past year

OALCIWBFaded: behind in that period

3–0OALC wins

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

OALC vs IWB

YTD

OneAscentOALC

+16.2%

IWBiShares

+13.0%

+16.2%Year to date+13.0%

−8.4%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y12.9%

0.5%Yield0.9%

$275MAssets$47.8B

2–2level

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

Cost, Income and Risk

Fees: OALC, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

OALC0.58%$58

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

Yields: OALC, IWB

0.91%highest, IWB

FundTrailing yieldYield$10k

IWB0.91%$91

OALC0.52%$52

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

Income After Fees on $10,000

$76most kept, IWB

IWB$91 − $15 = $76

OALC$52 − $58 = −$6

KeptFee

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

Overlap: OALC, IWB

Today

61.6%most shared, OALC and IWB

OALCIWB

OALC—61.6%

IWB61.6%—

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

Return vs Bumpiness: 2 ETFs

+16.3%OALC, at 14.4% volatility

IWBWorst drop−8.9%12.9% vol

OALCWorst drop−8.4%14.4% vol

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

Paid More vs Made More

YTD

IWBOALC

+13.0%Year to date+16.2%

0.9%Yield0.5%

+13.2%Past year+16.3%

0.15%Fee0.58%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026