OASC vs IWR

AOASC

BIWR

Measures won0–4IWR wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IWR $14,217

Lowest cost0.18%IWR · $18 on $10k

Most income1.15%IWR · $115 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common6.1%OASC and IWR

OASC

IWR

OneAscent Enhanced Small and Mid Cap ETF · $97MiShares Russell Mid-Cap ETF · $58.7B

[…]3 years · per year[…] · $17,081+19.5%

[…]5 years · per year[…] · $14,217+7.3%

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

0.47%12-mo yield$47 · $115 on $10k1.15%

−9.0%Worst dropSmaller wins−8.2%

17.8%VolatilityLower wins14.1%

0–4IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOASC · IWR

0.6%NTRA0.3%

0.4%FIX0.3%

0.3%CBOE0.3%

0.9%ILMN0.2%

Held in common6.1%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$58.7B
3	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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$58.7B
3	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 IWR

OASC

OneAscent Enhanced Small and Mid Cap

[…]

IWR

iShares Russell Mid-Cap

$14,217

MeasureOASCIWR

Fee1.38%0.18%

Cost on $10k a year$138$18

Yield0.47%1.15%

5 years, per year[…]+7.3%

3 years, per year[…]+19.5%

Worst drop · 1Y−9.0%−8.2%

Volatility · 1Y17.8%14.1%

4–0measures won
IWR first

6.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: OASC, IWR, IWF

Today

10.1%most shared, IWR and IWF

OASCIWRIWF

OASC—6.1%1.1%

IWR6.1%—10.1%

IWF1.1%10.1%—

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

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

IWF$38 − $18 = $20

OASC$47 − $138 = −$91

KeptFee

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