Compare · 3 funds side by side · dividends reinvested

OASC, VIG and VUG

OASCOneAscent×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

OASC, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

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

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OASC

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

OASCMeasureVIG

+14.8%Year to dateJan 1 → Nov 9+14.8%

+20.5%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

1.38%Expense ratio$138 · $4 a year on $10k · lower is better0.04%

0.47%Trailing 12-mo yield$47 · $146 a year on $10k1.46%

−9.0%Worst dropSmaller is better−7.9%

17.8%VolatilityLower is calmer11.0%

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

1–4VIG 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 VIG: Top 5 Holdings

Today

OASC

14.3%in top 5

VIG

in top 522.1%

OASCStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%RGAnot top 5

not top 5JPM3.9%

2.8%HASnot top 5

2.6%RPRXnot top 5

2.6%NJRnot top 5

2.2%NTRSnot top 5

Held in common0.9%

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

OASC vs VIG Returns, Every Period

OneAscentOASC

+20.5%

past year

VIGVanguard

+17.6%

past year

OASCVIGFaded: behind in that period

1–0OASC wins

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

Stocks vs Income: OASC vs VIG

YTD

OneAscentOASC

+14.8%

VIGVanguard

+14.8%

+14.8%Year to date+14.8%

−9.0%Worst drop · 1Y−7.9%

17.8%Volatility · 1Y11.0%

0.5%Yield1.5%

$97.2MAssets$109B

3–0VIG wins

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

Cost, Income and Risk

Fees: OASC, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

OASC1.38%$138

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

Yields: OASC, VIG, VUG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

OASC0.47%$47

VUG0.41%$41

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VUG$41 − $3 = $38

OASC$47 − $138 = −$91

KeptFee

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

Overlap: OASC, VIG, VUG

Today

26.4%most shared, VIG and VUG

OASCVIGVUG

OASC—0.9%0.4%

VIG0.9%—26.4%

VUG0.4%26.4%—

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

VIGWorst drop−7.9%11.0% vol

OASCWorst drop−9.0%17.8% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VIGOASC

+14.8%Year to date+14.8%

1.5%Yield0.5%

+17.6%Past year+20.5%

0.04%Fee1.38%

2–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026