Compare · 2 funds side by side · dividends reinvested

OALC and SCHB

OALCOneAscent×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

OALC and SCHB, 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

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.5

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 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

OALC

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 59.5% in common

OALCMeasureSCHB

+16.2%Year to dateJan 1 → Nov 4+13.3%

+16.3%1 yearTotal return+13.3%

+24.3%3 years · per year$10,000 became $19,190 · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.58%Expense ratio$58 · $3 a year on $10k · lower is better0.03%

0.52%Trailing 12-mo yield$52 · $104 a year on $10k1.04%

−8.4%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer13.1%

OALCSCHB 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 SCHB: Top 5 Holdings

Today

OALC

23.4%in top 5

SCHB

in top 524.4%

OALCStockSCHB

7.8%NVDA6.8%

not top 5AAPL6.6%

6.6%MSFT5.3%

3.9%AMZN3.4%

2.7%GOOGL2.2%

2.5%AVGOnot top 5

Held in common59.5%

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

OALC vs SCHB Returns, Every Period

OneAscentOALC

+16.3%

past year

SCHBSchwab

+13.3%

past year

OALCSCHBFaded: behind in that period

3–0OALC wins

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

OALC vs SCHB

YTD

OneAscentOALC

+16.2%

SCHBSchwab

+13.3%

+16.2%Year to date+13.3%

−8.4%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.1%

0.5%Yield1.0%

$275MAssets$44.0B

2–2level

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

Cost, Income and Risk

Fees: OALC, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

OALC0.58%$58

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

Yields: OALC, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

OALC0.52%$52

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

OALC$52 − $58 = −$6

KeptFee

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

Overlap: OALC, SCHB

Today

59.5%most shared, OALC and SCHB

OALCSCHB

OALC—59.5%

SCHB59.5%—

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

SCHBWorst drop−8.9%13.1% 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

SCHBOALC

+13.3%Year to date+16.2%

1.0%Yield0.5%

+13.3%Past year+16.3%

0.03%Fee0.58%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

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%

$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