OALC vs VOO5YOALCOALCAvsBVOOVOOOneAscent Large Cap Core ETF · $275MVanguard S&P 500 ETF · $1.00TReturns · dividends in+21.4%3 years · per year$17,877 · $17,931+21.5%[…]5 years · per year[…] · $17,416+11.7%Cost and income0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%0.54%12-mo yield$54 · $108 on $10k1.08%
Overlap: OALC, VOO, IVVToday93.0%most shared, VOO and IVVOALCVOOIVVOALC—63.8%65.7%VOO63.8%—93.0%IVV65.7%93.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
OALC vs VOO5YAOALCOneAscent Large Cap Core[…]vsVOOBVanguard S&P 500$17,416MeasureOALCVOOFee0.58%0.03%Cost on $10k a year$58$3Yield0.54%1.08%5 years, per year[…]+11.7%3 years, per year+21.4%+21.5%Worst drop · 1Y−8.4%−8.9%Volatility · 1Y15.2%13.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.08%−0.3%+10.9%+13.1%+21.5%+11.7%−8.9%$1.00T2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$871.7B3AOALCOneAscent Large Cap Core ETFReadDesk0.58%0.54%−0.7%+13.1%+15.1%+21.4%new−8.4%$275MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVOOVanguard S&P 500 ETFReadDesk0.03%1.08%−0.3%+10.9%+13.1%+21.5%+11.7%−8.9%$1.00T2IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$871.7B3AOALCOneAscent Large Cap Core ETFReadDesk0.58%0.54%−0.7%+13.1%+15.1%+21.4%new−8.4%$275MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: OALC, VOO, IVVToday93.0%most shared, VOO and IVVOALCVOOIVVOALC—63.8%65.7%VOO63.8%—93.0%IVV65.7%93.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108VOO$108 − $3 = $105OALC$54 − $58 = −$4KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee