OALC vs SCHB

AOALC

BSCHB

Measures won2–3SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,545SCHB · VUG $16,326

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common58.9%OALC and SCHB

OneAscent Large Cap Core ETF · $276MSchwab U.S. Broad Market ETF · $44.1B

+21.6%3 years · per year$17,996 · $17,887+21.4%

[…]5 years · per year[…] · $16,545+10.6%

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

0.53%12-mo yield$53 · $106 on $10k1.06%

Cards for this view

OALC

OneAscent Large Cap Core

[…]

SCHB

Schwab U.S. Broad Market

$16,545

MeasureOALCSCHB

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield0.53%1.06%

5 years, per year[…]+10.6%

3 years, per year+21.6%+21.4%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y15.2%

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.4%	+11.9%	+12.0%	+21.4%	+10.6%	−8.9%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AOALC	OneAscent Large Cap Core ETFRead Desk	0.58%	0.53%	−0.4%	+14.2%	+14.8%	+21.6%	new	−8.4%	$276M

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.4%	+11.9%	+12.0%	+21.4%	+10.6%	−8.9%	$44.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AOALC	OneAscent Large Cap Core ETFRead Desk	0.58%	0.53%	−0.4%	+14.2%	+14.8%	+21.6%	new	−8.4%	$276M

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