Compare · 2 funds side by side · dividends reinvested

OALC and SCHD

OALCOneAscent×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

OALC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

OneAscent Large Cap Core ETFUS Stock Styles · Large cap0.58%0.55%+11.0%+12.6%+22.0%[…]−8.4%15.1%$277M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: OALC 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent Large Cap Core ETF · $277M[…]

OALC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

OALCMeasureSCHD

+11.0%Year to dateJan 1 → Nov 5+32.3%

+12.6%1 yearTotal return+38.7%

+22.0%3 years · per year$10,000 became $18,154 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

0.55%Trailing 12-mo yield$55 · $298 a year on $10k2.98%

−8.4%Worst dropSmaller is better−6.9%

15.1%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

OALC vs SCHD: Top 5 Holdings

Today

OALC

23.6%in top 5

SCHD

in top 521.7%

OALCStockSCHD

7.5%NVDAnot top 5

6.9%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%AMZNnot top 5

2.7%GOOGLnot top 5

2.4%AVGOnot top 5

Held in common11.1%

End-of-day Nov 5, 2026 · share of each fund

OALC vs SCHD Returns, Every Period

OneAscentOALC

+12.6%

past year

SCHDSchwab

+38.7%

past year

OALCSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OALC vs SCHD

YTD

OneAscentOALC

+11.0%

SCHDSchwab

+32.3%

+11.0%Year to date+32.3%

−8.4%Worst drop · 1Y−6.9%

15.1%Volatility · 1Y11.7%

0.5%Yield3.0%

$277MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OALC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OALC0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OALC, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

OALC0.55%$55

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

OALC$55 − $58 = −$3

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OALC, SCHD

Today

11.1%most shared, OALC and SCHD

OALCSCHD

OALC—11.1%

SCHD11.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

OALCWorst drop−8.4%15.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOALC

+32.3%Year to date+11.0%

3.0%Yield0.5%

+38.7%Past year+12.6%

0.06%Fee0.58%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026