Compare · 3 funds side by side · dividends reinvested

OASC, SPYM and VOO

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeVOO · 1.06% · $106 a year on $10k

Story of the three · RiskSmallest drop

OASC, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T2.0

OneAscent Enhanced Small and Mid Cap ETFUS Stock Styles · Mid cap1.38%0.46%+15.7%+19.0%[…][…]−9.0%17.8%$101M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: OASC 2024 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

OneAscent Enhanced Small and Mid Cap ETF · $101M[…]

OASC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

OASC

More Ways to See the Pairs

OASC vs SPYM: Top 5 Holdings

Today

OASC

14.2%in top 5

SPYM

in top 526.9%

OASCStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

4.1%RGAnot top 5

not top 5AMZN4.1%

Cost, Income and Risk

Fees: OASC, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

OASC1.38%$138

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: OASC, SPYM, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

+15.7%Year to dateJan 1 → Nov 11+12.4%

+19.0%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

1.38%Expense ratio$138 · $2 a year on $10k · lower is better0.02%

0.46%Trailing 12-mo yield$46 · $102 a year on $10k1.02%

−9.0%Worst dropSmaller is better−8.9%

17.8%VolatilityLower is calmer13.7%

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

2–4SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.8%HASnot top 5

2.6%RPRXnot top 5

not top 5GOOGL2.6%

2.5%NJRnot top 5

2.2%NTRSnot top 5

Held in common0.7%

End-of-day Nov 11, 2026 · share of each fund

OASC vs SPYM Returns, Every Period

1Y

OneAscentOASC

+19.0%

past year

SPYMSPDR

+12.8%

past year

OASCSPYMFaded: behind in that period

2–0OASC wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OASC vs VOO

YTD

OneAscentOASC

+15.7%

VOOVanguard

+12.3%

+15.7%Year to date+12.3%

−9.0%Worst drop · 1Y−8.9%

17.8%Volatility · 1Y13.7%

0.5%Yield1.1%

$101MAssets$1.00T

3–1VOO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.06%highest, VOO

FundTrailing yieldYield$10k

VOO1.06%$106

SPYM1.02%$102

OASC0.46%$46

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, VOO

VOO$106 − $3 = $103

SPYM$102 − $2 = $100

OASC$46 − $138 = −$92

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OASC, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

OASCSPYMVOO

OASC—0.7%0.6%

SPYM0.7%—92.7%

VOO0.6%92.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.0%OASC, at 17.8% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

OASCWorst drop−9.0%17.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOOOASC

+12.3%Year to date+15.7%

1.1%Yield0.5%

+12.8%Past year+19.0%

0.03%Fee1.38%

2–2level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

Loading…

OASC, SPYM and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three