OALC vs DIA

AOALC

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$15,693DIA

Lowest cost0.16%DIA · $16 on $10k

Most income1.40%DIA · $140 on $10k

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

Held in common27.1%OALC and DIA

OALC

DIA

OneAscent Large Cap Core ETF · $277MState Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B

+22.0%3 years · per year$18,154 · $16,322+17.7%

[…]5 years · per year[…] · $15,693+9.4%

0.58%Expense ratio$58 · $16 on $10k · lower wins0.16%

0.55%12-mo yield$55 · $140 on $10k1.40%

−8.4%Worst dropSmaller wins−9.8%

15.1%VolatilityLower wins13.4%

2–3DIA wins

$10,000 · 5 yearsOne scale

Shared top holdingsOALC · DIA

6.6%MSFT6.2%

3.9%AMZN3.0%

2.7%GOOGL3.2%

7.8%NVDA2.2%

Held in common27.1%

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

Both

5Y2 funds

#			Trend
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	AOALC	OneAscent Large Cap Core ETFRead Desk		0.58%	0.55%	−4.5%	+11.0%	+12.6%	+22.0%	new	−8.4%	$277M

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
1	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk		0.16%	1.40%	−3.5%	+8.2%	+10.8%	+17.7%	+9.4%	−9.8%	$44.9B
2	AOALC	OneAscent Large Cap Core ETFRead Desk		0.58%	0.55%	−4.5%	+11.0%	+12.6%	+22.0%	new	−8.4%	$277M

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 DIA

OALC

OneAscent Large Cap Core

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,693

MeasureOALCDIA

Fee0.58%0.16%

Cost on $10k a year$58$16

Yield0.55%1.40%

5 years, per year[…]+9.4%

3 years, per year+22.0%+17.7%

Worst drop · 1Y−8.4%−9.8%

Volatility · 1Y15.1%13.4%

3–2measures won
DIA first

27.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OALC, DIA

Today

27.1%most shared, OALC and DIA

OALCDIA

OALC—27.1%

DIA27.1%—

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

OALC$55 − $58 = −$3

KeptFee

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