Compare · 2 funds side by side · dividends reinvested

OALC and VIG

OALCOneAscent×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

OALC and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

OneAscent Large Cap Core ETFUS Stock Styles · Large cap0.58%0.52%+16.2%+16.3%+24.3%[…]−8.4%14.4%$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 4, 2026 · returns include dividends · since: OALC 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

OALC

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 42.4% in common

OALCMeasureVIG

+16.2%Year to dateJan 1 → Nov 4+16.4%

+16.3%1 yearTotal return+18.9%

+24.3%3 years · per year$10,000 became $19,190 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.58%Expense ratio$58 · $4 a year on $10k · lower is better0.04%

0.52%Trailing 12-mo yield$52 · $144 a year on $10k1.44%

−8.4%Worst dropSmaller is better−7.9%

14.4%VolatilityLower is calmer10.2%

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

1–6VIG 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 VIG: Top 5 Holdings

Today

OALC

23.4%in top 5

VIG

in top 522.1%

OALCStockVIG

7.8%NVDAnot top 5

6.6%MSFT4.9%

not top 5AAPL4.9%

2.5%AVGO4.3%

not top 5LLY4.1%

3.9%AMZNnot top 5

not top 5JPM3.9%

2.7%GOOGLnot top 5

Held in common42.4%

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

OALC vs VIG Returns, Every Period

OneAscentOALC

+16.3%

past year

VIGVanguard

+18.9%

past year

OALCVIGFaded: behind in that period

1–2VIG wins

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

Stocks vs Income: OALC vs VIG

YTD

OneAscentOALC

+16.2%

VIGVanguard

+16.4%

+16.2%Year to date+16.4%

−8.4%Worst drop · 1Y−7.9%

14.4%Volatility · 1Y10.2%

0.5%Yield1.4%

$277MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: OALC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

OALC0.58%$58

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

Yields: OALC, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

OALC0.52%$52

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

OALC$52 − $58 = −$6

KeptFee

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

Overlap: OALC, VIG

Today

42.4%most shared, OALC and VIG

OALCVIG

OALC—42.4%

VIG42.4%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% 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

VIGOALC

+16.4%Year to date+16.2%

1.4%Yield0.5%

+18.9%Past year+16.3%

0.04%Fee0.58%

4–0VIG wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026