OALC vs DCOR

AOALC

BDCOR

Measures won1–4DCOR wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.17%DCOR · $17 on $10k

Most income0.93%DCOR · $93 on $10k

Smallest drop−8.3%DCOR · worst fall in 1Y

Held in common52.5%OALC and DCOR

OALC

DCOR

OneAscent Large Cap Core ETF · $281MU.S. Core Equity 1 Portfolio ETF Class Shares · $43.9B

+22.0%3 years · per year$18,154 · $18,033+21.7%

[…]5 years · per year[…]

0.58%Expense ratio$58 · $17 on $10k · lower wins0.17%

0.55%12-mo yield$55 · $93 on $10k0.93%

−8.4%Worst dropSmaller wins−8.3%

15.1%VolatilityLower wins12.9%

1–4DCOR wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsOALC · DCOR

7.5%NVDA5.4%

6.9%MSFT4.6%

4.1%AMZN2.8%

1.7%JPM1.7%

Held in common52.5%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AOALC	OneAscent Large Cap Core ETFRead Desk		0.58%	0.55%	−4.5%	+11.0%	+12.6%	+22.0%	new	−8.4%	$281M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$43.9B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AOALC	OneAscent Large Cap Core ETFRead Desk		0.58%	0.55%	−4.5%	+11.0%	+12.6%	+22.0%	new	−8.4%	$281M
2	BDCOR	U.S. Core Equity 1 Portfolio ETF Class SharesRead Desk		0.17%	0.93%	−4.0%	+11.3%	+13.9%	+21.7%	new	−8.3%	$43.9B

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

OALC vs DCOR

OALC

OneAscent Large Cap Core

[…]

DCOR

U.S. Core Equity 1 Portfolio ETF Class Shares

[…]

MeasureOALCDCOR

Fee0.58%0.17%

Cost on $10k a year$58$17

Yield0.55%0.93%

5 years, per year[…][…]

3 years, per year+22.0%+21.7%

Worst drop · 1Y−8.4%−8.3%

Volatility · 1Y15.1%12.9%

4–1measures won
DCOR first

52.5%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OALC, DCOR

Today

52.5%most shared, OALC and DCOR

OALCDCOR

OALC—52.5%

DCOR52.5%—

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

Income After Fees on $10,000

$76most kept, DCOR

DCOR$93 − $17 = $76

OALC$55 − $58 = −$3

KeptFee

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