Compare · 2 funds side by side · dividends reinvested

OASC and VUG

OASCOneAscent×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

OASC and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

OneAscent Enhanced Small and Mid Cap ETFUS Stock Styles · Mid cap1.38%0.48%+11.0%+17.1%[…][…]−9.0%17.7%$103M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: OASC 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OASC

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

OASCMeasureVUG

+11.0%Year to dateJan 1 → Nov 5+0.5%

+17.1%1 yearTotal return−0.6%

[…]3 years · per year$10,000 became […] · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

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

0.48%Trailing 12-mo yield$48 · $43 a year on $10k0.43%

−9.0%Worst dropSmaller is better−15.1%

17.7%VolatilityLower is calmer19.0%

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

5–1OASC wins

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

More Ways to See the Pairs

OASC vs VUG: Top 5 Holdings

Today

OASC

13.8%in top 5

VUG

in top 545.2%

OASCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.9%RGAnot top 5

2.8%HASnot top 5

2.5%RPRXnot top 5

2.5%NJRnot top 5

2.2%RLnot top 5

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

OASC vs VUG Returns, Every Period

OneAscentOASC

+17.1%

past year

VUGVanguard

−0.6%

past year

OASCVUGFaded: behind in that period

2–0OASC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OASC vs VUG

YTD

OneAscentOASC

+11.0%

VUGVanguard

+0.5%

+11.0%Year to date+0.5%

−9.0%Worst drop · 1Y−15.1%

17.7%Volatility · 1Y19.0%

0.5%Yield0.4%

$103MAssets$233B

4–0OASC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OASC, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

OASC1.38%$138

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OASC, VUG

0.48%highest, OASC

FundTrailing yieldYield$10k

OASC0.48%$48

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

OASC$48 − $138 = −$90

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OASC, VUG

Today

0.4%most shared, OASC and VUG

OASCVUG

OASC—0.4%

VUG0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.1%OASC, at 17.7% volatility

OASCWorst drop−9.0%17.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OASCVUG

+11.0%Year to date+0.5%

0.5%Yield0.4%

+17.1%Past year−0.6%

1.38%Fee0.03%

3–1OASC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026