Compare · 2 funds side by side · dividends reinvested

OASC and IWF

OASCOneAscent×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

OASC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

OneAscent Enhanced Small and Mid Cap ETFUS Stock Styles · Mid cap1.38%0.48%+11.1%+15.1%[…][…]−9.0%17.6%$103M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6

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: OASC 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent Enhanced Small and Mid Cap ETF · $103M[…]

OASC

IWF

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

OASCMeasureIWF

+11.1%Year to dateJan 1 → Nov 6−5.3%

+15.1%1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

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

1.38%Expense ratio$138 · $18 a year on $10k · lower is better0.18%

0.48%Trailing 12-mo yield$48 · $39 a year on $10k0.39%

−9.0%Worst dropSmaller is better−14.6%

17.6%VolatilityLower is calmer19.4%

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

5–1OASC wins

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

More Ways to See the Pairs

OASC vs IWF: Top 5 Holdings

Today

OASC

14.3%in top 5

IWF

in top 539.8%

OASCStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.1%RGAnot top 5

2.9%HASnot top 5

2.6%RPRXnot top 5

2.6%NJRnot top 5

2.2%NTRSnot top 5

Held in common1.2%

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

OASC vs IWF Returns, Every Period

OneAscentOASC

+15.1%

past year

IWFiShares

−6.5%

past year

OASCIWFFaded: behind in that period

2–0OASC wins

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

OASC vs IWF

YTD

OneAscentOASC

+11.1%

IWFiShares

−5.3%

+11.1%Year to date−5.3%

−9.0%Worst drop · 1Y−14.6%

17.6%Volatility · 1Y19.4%

0.5%Yield0.4%

$103MAssets$113B

4–0OASC wins

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

Cost, Income and Risk

Fees: OASC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

OASC1.38%$138

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

Yields: OASC, IWF

0.48%highest, OASC

FundTrailing yieldYield$10k

OASC0.48%$48

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

OASC$48 − $138 = −$90

KeptFee

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

Overlap: OASC, IWF

Today

1.2%most shared, OASC and IWF

OASCIWF

OASC—1.2%

IWF1.2%—

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

Return vs Bumpiness: 2 ETFs

+15.1%OASC, at 17.6% volatility

OASCWorst drop−9.0%17.6% 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

OASCIWF

+11.1%Year to date−5.3%

0.5%Yield0.4%

+15.1%Past year−6.5%

1.38%Fee0.18%

3–1OASC 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