OASC vs IJH

AOASC

BIJH

Measures won0–4IJH wins · of 6 · 5Y

$10,000 · 5Y$14,049IJH

Lowest cost0.05%IJH · $5 on $10k

Most income1.21%IJH · $121 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common9.4%OASC and IJH

OASC

IJH

OneAscent Enhanced Small and Mid Cap ETF · $97MiShares Core S&P Mid-Cap ETF · $121B

[…]3 years · per year[…] · $15,960+16.9%

[…]5 years · per year[…] · $14,049+7.0%

1.38%Expense ratio$138 · $5 on $10k · lower wins0.05%

0.47%12-mo yield$47 · $121 on $10k1.21%

−9.0%Worst dropSmaller wins−8.8%

17.8%VolatilityLower wins15.8%

0–4IJH wins

$10,000 · 5 yearsOne scale

Shared top holdingsOASC · IJH

1.4%ROKU0.6%

1.5%EXEL0.5%

4.0%RGA0.5%

0.5%ITT0.5%

Held in common9.4%

End-of-day Nov 9, 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	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
2	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk		1.38%	0.47%	+3.3%	+14.8%	+20.5%	new	new	−9.0%	$97M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
2	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk		1.38%	0.47%	+3.3%	+14.8%	+20.5%	new	new	−9.0%	$97M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OASC vs IJH

OASC

OneAscent Enhanced Small and Mid Cap

[…]

IJH

iShares Core S&P Mid-Cap

$14,049

MeasureOASCIJH

Fee1.38%0.05%

Cost on $10k a year$138$5

Yield0.47%1.21%

5 years, per year[…]+7.0%

3 years, per year[…]+16.9%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y17.8%15.8%

4–0measures won
IJH first

9.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: OASC, IJH

Today

9.4%most shared, OASC and IJH

OASCIJH

OASC—9.4%

IJH9.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

OASC$47 − $138 = −$91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee