Compare · 2 funds side by side · dividends reinvested

OALC and IWF

OALCOneAscent×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

OALC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

OneAscent Large Cap Core ETFUS Stock Styles · Large cap0.58%0.55%+11.1%+12.2%+21.8%[…]−8.4%15.1%$281M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: OALC 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent Large Cap Core ETF · $281M[…]

OALC

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 45.0% in common

OALCMeasureIWF

+11.1%Year to dateJan 1 → Nov 6−5.3%

+12.2%1 yearTotal return−6.5%

+21.8%3 years · per year$10,000 became $18,057 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.58%Expense ratio$58 · $18 a year on $10k · lower is better0.18%

0.55%Trailing 12-mo yield$55 · $39 a year on $10k0.39%

−8.4%Worst dropSmaller is better−14.6%

15.1%VolatilityLower is calmer19.4%

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

6–1OALC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OALC vs IWF: Top 5 Holdings

Today

OALC

23.3%in top 5

IWF

in top 539.8%

OALCStockIWF

7.1%NVDA14.1%

not top 5AAPL9.0%

7.0%MSFT6.6%

2.8%GOOGL5.5%

not top 5AVGO4.5%

4.2%AMZNnot top 5

2.3%GOOGnot top 5

Held in common45.0%

End-of-day Nov 6, 2026 · share of each fund

OALC vs IWF Returns, Every Period

OneAscentOALC

+12.2%

past year

IWFiShares

−6.5%

past year

OALCIWFFaded: behind in that period

3–0OALC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OALC vs IWF

YTD

OneAscentOALC

+11.1%

IWFiShares

−5.3%

+11.1%Year to date−5.3%

−8.4%Worst drop · 1Y−14.6%

15.1%Volatility · 1Y19.4%

0.5%Yield0.4%

$281MAssets$113B

4–0OALC wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OALC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

OALC0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OALC, IWF

0.55%highest, OALC

FundTrailing yieldYield$10k

OALC0.55%$55

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

OALC$55 − $58 = −$3

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OALC, IWF

Today

45.0%most shared, OALC and IWF

OALCIWF

OALC—45.0%

IWF45.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%OALC, at 15.1% volatility

OALCWorst drop−8.4%15.1% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OALCIWF

+11.1%Year to date−5.3%

0.5%Yield0.4%

+12.2%Past year−6.5%

0.58%Fee0.18%

3–1OALC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026