Compare · 2 funds side by side · dividends reinvested

OASC and VO

OASCOneAscent×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,977VO · best of the two

02 / 04

OASC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.4

OneAscent Enhanced Small and Mid Cap ETFUS Stock Styles · Mid cap1.38%0.46%+16.2%+21.3%[…][…]−7.7%16.9%$100M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: OASC 2024 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

OneAscent Enhanced Small and Mid Cap ETF · $100M[…]

OASC

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

OASCMeasureVO

+16.2%Year to dateJan 1 → Nov 3+13.8%

+21.3%1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $17,496+20.5%

[…]5 years · per year$10,000 became […] · $13,977+6.9%

1.38%Expense ratio$138 · $3 a year on $10k · lower is better0.03%

0.46%Trailing 12-mo yield$46 · $135 a year on $10k1.35%

−7.7%Worst dropSmaller is better−8.2%

16.9%VolatilityLower is calmer12.4%

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

3–3Level

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

More Ways to See the Pairs

OASC vs VO: Top 5 Holdings

Today

OASC

13.8%in top 5

in top 55.3%

OASCStockVO

4.0%RGAnot top 5

2.7%HASnot top 5

2.5%RPRXnot top 5

2.5%NJRnot top 5

2.1%RLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common1.9%

End-of-day Nov 3, 2026 · share of each fund

OASC vs VO Returns, Every Period

OneAscentOASC

+21.3%

past year

VOVanguard

+13.9%

past year

OASCVOFaded: behind in that period

2–0OASC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OASC vs VO

YTD

OneAscentOASC

+16.2%

VOVanguard

+13.8%

+16.2%Year to date+13.8%

−7.7%Worst drop · 1Y−8.2%

16.9%Volatility · 1Y12.4%

0.5%Yield1.3%

$100MAssets$103B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OASC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

OASC1.38%$138

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OASC, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OASC0.46%$46

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

OASC$46 − $138 = −$92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OASC, VO

Today

1.9%most shared, OASC and VO

OASCVO

OASC—1.9%

VO1.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.3%OASC, at 16.9% volatility

VOWorst drop−8.2%12.4% vol

OASCWorst drop−7.7%16.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOOASC

+13.8%Year to date+16.2%

1.3%Yield0.5%

+13.9%Past year+21.3%

0.03%Fee1.38%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026