OASC vs IWR

AOASC

BIWR

Measures won1–3IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

Smallest drop−7.7%OASC · worst fall in 1Y

Held in common6.5%OASC and IWR

OASC

IWR

OneAscent Enhanced Small and Mid Cap ETF · $101MiShares Russell Mid-Cap ETF · $58.8B

[…]3 years · per year[…] · $17,790+21.2%

[…]5 years · per year[…] · $14,596+7.9%

1.38%Expense ratio$138 · $18 on $10k · lower wins0.18%

0.46%12-mo yield$46 · $114 on $10k1.14%

−7.7%Worst dropSmaller wins−8.2%

16.9%VolatilityLower wins13.4%

1–3IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsOASC · IWR

0.8%NTRA0.4%

0.5%FIX0.3%

1.0%ILMN0.3%

0.2%CBOE0.3%

Held in common6.5%

End-of-day Nov 4, 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	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk		1.38%	0.46%	+0.6%	+16.9%	+22.0%	new	new	−7.7%	$101M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk		1.38%	0.46%	+0.6%	+16.9%	+22.0%	new	new	−7.7%	$101M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OASC vs IWR

OASC

OneAscent Enhanced Small and Mid Cap

[…]

IWR

iShares Russell Mid-Cap

$14,596

MeasureOASCIWR

Fee1.38%0.18%

Cost on $10k a year$138$18

Yield0.46%1.14%

5 years, per year[…]+7.9%

3 years, per year[…]+21.2%

Worst drop · 1Y−7.7%−8.2%

Volatility · 1Y16.9%13.4%

3–1measures won
IWR first

6.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: OASC, IWR

Today

6.5%most shared, OASC and IWR

OASCIWR

OASC—6.5%

IWR6.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

OASC$46 − $138 = −$92

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee