OACP vs SCHD

AOACP

BSCHD

Measures won3–2OACP wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · SGOV $12,092

Lowest cost0.06%SCHD · $6 on $10k

Most income4.46%OACP · $446 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]OACP and SCHD

OneAscent Core Plus Bond ETF · $267MSchwab U.S. Dividend Equity ETF · $123B

+5.0%3 years · per year$11,580 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.74%Expense ratio$74 · $6 on $10k · lower wins0.06%

4.46%12-mo yield$446 · $293 on $10k

Cards for this view

OACP

OneAscent Core Plus Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureOACPSCHD

Fee0.74%0.06%

Cost on $10k a year$74$6

Yield4.46%2.93%

5 years, per year[…]+10.4%

3 years, per year+5.0%+19.9%

Worst drop · 1Y−4.6%−6.9%

Volatility · 1Y3.9%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AOACP	OneAscent Core Plus Bond ETFRead Desk	0.74%	4.46%	0.0%	−1.1%	−0.5%	+5.0%	new	−4.6%	$267M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AOACP	OneAscent Core Plus Bond ETFRead Desk	0.74%	4.46%	0.0%	−1.1%	−0.5%	+5.0%	new	−4.6%	$267M

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