OALC vs DFAC

AOALC

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · DFAC $16,526

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.4%OALC · worst fall in 1Y

Held in common48.1%OALC and DFAC

OALC

DFAC

OneAscent Large Cap Core ETF · $281MDimensional - US Core Equity 2 ETF · $85.7B

+22.0%3 years · per year$18,154 · $17,812+21.2%

[…]5 years · per year[…] · $16,526+10.6%

0.58%Expense ratio$58 · $21 on $10k · lower wins0.21%

0.55%12-mo yield$55 · $90 on $10k0.90%

−8.4%Worst dropSmaller wins−8.5%

15.1%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOALC · DFAC

7.5%NVDA5.1%

6.9%MSFT5.0%

4.1%AMZN2.7%

2.7%GOOGL1.4%

Held in common48.1%

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 Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	AOALC	OneAscent Large Cap Core ETFRead Desk	0.58%	0.55%	−4.5%	+11.0%	+12.6%	+22.0%	new	−8.4%	$281M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
3	AOALC	OneAscent Large Cap Core ETFRead Desk	0.58%	0.55%	−4.5%	+11.0%	+12.6%	+22.0%	new	−8.4%	$281M

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 DFAC

OALC

OneAscent Large Cap Core

[…]

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureOALCDFAC

Fee0.58%0.21%

Cost on $10k a year$58$21

Yield0.55%0.90%

5 years, per year[…]+10.6%

3 years, per year+22.0%+21.2%

Worst drop · 1Y−8.4%−8.5%

Volatility · 1Y15.1%12.9%

3–2measures won
DFAC first

48.1%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: OALC, DFAC, VOO

Today

67.8%most shared, DFAC and VOO

OALCDFACVOO

OALC—48.1%64.4%

DFAC48.1%—67.8%

VOO64.4%67.8%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

OALC$55 − $58 = −$3

KeptFee

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