OALC vs VOO

AOALC

BVOO

Measures won1–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

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 common64.4%OALC and VOO

OALC

VOO

OneAscent Large Cap Core ETF · $277MVanguard S&P 500 ETF · $1.00T

+22.0%3 years · per year$18,154 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

0.55%12-mo yield$55 · $110 on $10k1.10%

−8.4%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.5%

1–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsOALC · VOO

7.5%NVDA8.4%

6.9%MSFT5.8%

4.1%AMZN3.7%

2.7%GOOGL3.1%

Held in common64.4%

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	BVOO	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	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	BVOO	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	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 VOO

OALC

OneAscent Large Cap Core

[…]

VOO

Vanguard S&P 500

$17,156

MeasureOALCVOO

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield0.55%1.10%

5 years, per year[…]+11.4%

3 years, per year+22.0%+22.1%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y15.1%13.5%

4–1measures won
VOO first

64.4%

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$805B

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$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: OALC, VOO

Today

64.4%most shared, OALC and VOO

OALCVOO

OALC—64.4%

VOO64.4%—

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

OALC$55 − $58 = −$3

KeptFee

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