Compare · 3 funds side by side · dividends reinvested

OASC, SCHD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

OASC, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

OneAscent Enhanced Small and Mid Cap ETFUS Stock Styles · Mid cap1.38%0.48%+11.1%+15.1%[…][…]−9.0%17.6%$103M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

OASC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

OASCMeasureSCHD

+11.1%Year to dateJan 1 → Nov 6+31.4%

+15.1%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

1.38%Expense ratio$138 · $6 a year on $10k · lower is better0.06%

0.48%Trailing 12-mo yield$48 · $300 a year on $10k3.00%

−9.0%Worst dropSmaller is better−6.9%

17.6%VolatilityLower is calmer11.7%

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

0–6SCHD 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 SCHD: Top 5 Holdings

Today

OASC

14.3%in top 5

SCHD

in top 521.4%

OASCStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

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 common0.5%

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

OASC vs SCHD Returns, Every Period

OneAscentOASC

+15.1%

past year

SCHDSchwab

+37.0%

past year

OASCSCHDFaded: behind in that period

0–2SCHD wins

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

Stocks vs Income: OASC vs SCHD

YTD

OneAscentOASC

+11.1%

SCHDSchwab

+31.4%

+11.1%Year to date+31.4%

−9.0%Worst drop · 1Y−6.9%

17.6%Volatility · 1Y11.7%

0.5%Yield3.0%

$103MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: OASC, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

OASC1.38%$138

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

Yields: OASC, SCHD, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

OASC0.48%$48

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

OASC$48 − $138 = −$90

KeptFee

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

Overlap: OASC, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

OASCSCHDIWF

OASC—0.5%1.2%

SCHD0.5%—3.7%

IWF1.2%3.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

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

SCHDOASC

+31.4%Year to date+11.1%

3.0%Yield0.5%

+37.0%Past year+15.1%

0.06%Fee1.38%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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