Compare · 3 funds side by side · dividends reinvested

OASC, IWR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

OASC, IWR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+16.3%+19.2%+19.5%+7.3%−8.2%14.1%$58.7B1.4

OneAscent Enhanced Small and Mid Cap ETFUS Stock Styles · Mid cap1.38%0.47%+14.8%+20.5%[…][…]−9.0%17.8%$97M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: OASC 2024 · IWR 2001 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent Enhanced Small and Mid Cap ETF · $97M[…]

OASC

IWR

iShares Russell Mid-Cap ETF · $58.7B$14,217

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

OASCMeasureIWR

+14.8%Year to dateJan 1 → Nov 9+16.3%

+20.5%1 yearTotal return+19.2%

[…]3 years · per year$10,000 became […] · $17,081+19.5%

[…]5 years · per year$10,000 became […] · $14,217+7.3%

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

0.47%Trailing 12-mo yield$47 · $115 a year on $10k1.15%

−9.0%Worst dropSmaller is better−8.2%

17.8%VolatilityLower is calmer14.1%

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

1–5IWR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OASC vs IWR: Top 5 Holdings

Today

OASC

14.3%in top 5

IWR

in top 53.6%

OASCStockIWR

4.0%RGAnot top 5

2.8%HASnot top 5

2.6%RPRXnot top 5

2.6%NJRnot top 5

2.2%NTRSnot top 5

not top 5MPC0.8%

not top 5PSX0.7%

not top 5MRNA0.7%

not top 5SNOW0.7%

not top 5NET0.6%

Held in common6.1%

End-of-day Nov 9, 2026 · share of each fund

OASC vs IWR Returns, Every Period

OneAscentOASC

+20.5%

past year

IWRiShares

+19.2%

past year

OASCIWRFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

OASC vs IWR

YTD

OneAscentOASC

+14.8%

IWRiShares

+16.3%

+14.8%Year to date+16.3%

−9.0%Worst drop · 1Y−8.2%

17.8%Volatility · 1Y14.1%

0.5%Yield1.1%

$97.2MAssets$58.7B

4–0IWR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OASC, IWR, IWF

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

IWF0.18%$18

OASC1.38%$138

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OASC, IWR, IWF

1.15%highest, IWR

FundTrailing yieldYield$10k

IWR1.15%$115

OASC0.47%$47

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

IWF$38 − $18 = $20

OASC$47 − $138 = −$91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OASC, IWR, IWF

Today

10.1%most shared, IWR and IWF

OASCIWRIWF

OASC—6.1%1.1%

IWR6.1%—10.1%

IWF1.1%10.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.5%OASC, at 17.8% volatility

IWRWorst drop−8.2%14.1% vol

OASCWorst drop−9.0%17.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWROASC

+16.3%Year to date+14.8%

1.1%Yield0.5%

+19.2%Past year+20.5%

0.18%Fee1.38%

3–1IWR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026