OALC vs VIG

AOALC

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common42.4%OALC and VIG

OALC

VIG

OneAscent Large Cap Core ETF · $281MVanguard Dividend Appreciation ETF · $109B

+22.0%3 years · per year$18,154 · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%

0.55%12-mo yield$55 · $149 on $10k1.49%

−8.4%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsOALC · VIG

6.9%MSFT4.9%

2.4%AVGO4.3%

2.1%LLY4.1%

1.7%JPM3.9%

Held in common42.4%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	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 VIG

OALC

OneAscent Large Cap Core

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureOALCVIG

Fee0.58%0.04%

Cost on $10k a year$58$4

Yield0.55%1.49%

5 years, per year[…]+10.3%

3 years, per year+22.0%+18.9%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y15.1%10.8%

4–1measures won
VIG first

42.4%

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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: OALC, VIG

Today

42.4%most shared, OALC and VIG

OALCVIG

OALC—42.4%

VIG42.4%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

OALC$55 − $58 = −$3

KeptFee

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