OAIM vs DIM

AOAIM

BDIM

Measures won0–5DIM wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · DIM $15,053

Lowest cost0.05%VXUS · $5 on $10k

Most income3.07%DIM · $307 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.9%OAIM and DIM

OAIM

DIM

OneAscent International Equity ETF · $380MWisdomTree International MidCap Dividend Fund · $159M

+19.0%3 years · per year$16,871 · $17,507+20.5%

[…]5 years · per year[…] · $15,053+8.5%

0.95%Expense ratio$95 · $58 on $10k · lower wins0.58%

0.93%12-mo yield$93 · $307 on $10k3.07%

−11.1%Worst dropSmaller wins−10.6%

19.5%VolatilityLower wins13.9%

0–5DIM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsOAIM · DIM

3.9%LGEN.L1.2%

4.1%AGS.BR0.8%

2.3%SUBC.OL0.4%

2.5%6448.T0.1%

Held in common2.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BDIM	WisdomTree International MidCap Dividend FundRead Desk	0.58%	3.07%	−2.1%	+9.7%	+16.2%	+20.5%	+8.5%	−10.6%	$159M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
4	AOAIM	OneAscent International Equity ETFRead Desk	0.95%	0.93%	−4.8%	+5.5%	+10.3%	+19.0%	new	−11.1%	$380M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BDIM	WisdomTree International MidCap Dividend FundRead Desk	0.58%	3.07%	−2.1%	+9.7%	+16.2%	+20.5%	+8.5%	−10.6%	$159M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
4	AOAIM	OneAscent International Equity ETFRead Desk	0.95%	0.93%	−4.8%	+5.5%	+10.3%	+19.0%	new	−11.1%	$380M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OAIM vs DIM

OAIM

OneAscent International Equity

[…]

DIM

WisdomTree International MidCap Dividend Fund

$15,053

MeasureOAIMDIM

Fee0.95%0.58%

Cost on $10k a year$95$58

Yield0.93%3.07%

5 years, per year[…]+8.5%

3 years, per year+19.0%+20.5%

Worst drop · 1Y−11.1%−10.6%

Volatility · 1Y19.5%13.9%

5–0measures won
DIM first

2.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS 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

Overlap: OAIM, DIM, VXUS, SCHD

Today

25.0%most shared, DIM and VXUS

OAIMDIMVXUSSCHD

OAIM—2.9%1.3%0.0%

DIM2.9%—25.0%0.0%

VXUS1.3%25.0%—0.0%

SCHD0.0%0.0%0.0%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DIM$307 − $58 = $249

VXUS$246 − $5 = $241

OAIM$93 − $95 = −$2

KeptFee

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