Compare · 2 funds side by side · dividends reinvested

OASC and SCHD

OASCOneAscent×SCHDSchwab×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,428SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the two · RiskSmallest drop

OASC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.0

OneAscent Enhanced Small and Mid Cap ETFUS Stock Styles · Mid cap1.38%0.47%+14.7%+19.2%[…][…]−9.0%17.8%$97M2.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: OASC 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

OASC

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

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

OASCMeasureSCHD

+14.7%

More Ways to See the Pairs

OASC vs SCHD: Top 5 Holdings

Today

OASC

14.1%in top 5

SCHD

in top 521.4%

OASCStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: OASC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OASC1.38%$138

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

Yields: OASC, SCHD

1Y

2.94%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+33.8%

+19.2%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

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

0.47%Trailing 12-mo yield$47 · $294 a year on $10k2.94%

−9.0%Worst dropSmaller is better−6.9%

17.8%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%RGAnot top 5

2.8%HASnot top 5

2.6%RPRXnot top 5

2.5%NJRnot top 5

2.2%NTRSnot top 5

Held in common0.5%

End-of-day Nov 10, 2026 · share of each fund

OASC vs SCHD Returns, Every Period

1Y

OneAscentOASC

+19.2%

past year

SCHDSchwab

+38.8%

past year

OASCSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OASC vs SCHD

YTD

OneAscentOASC

+14.7%

SCHDSchwab

+33.8%

+14.7%Year to date+33.8%

−9.0%Worst drop · 1Y−6.9%

17.8%Volatility · 1Y11.8%

0.5%Yield2.9%

$97.2MAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.94%$294

OASC0.47%$47

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

OASC$47 − $138 = −$91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: OASC, SCHD

Today

0.5%most shared, OASC and SCHD

OASCSCHD

OASC—0.5%

SCHD0.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

OASCWorst drop−9.0%17.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOASC

+33.8%Year to date+14.7%

2.9%Yield0.5%

+38.8%Past year+19.2%

0.06%Fee1.38%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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OASC and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two