OASC vs IWR

AOASC

BIWR

Measures won0–4IWR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWR $13,924

Lowest cost0.03%VUG · $3 on $10k

Most income1.18%IWR · $118 on $10k

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

Held in common6.2%OASC and IWR

OASC

IWR

OneAscent Enhanced Small and Mid Cap ETF · $97MiShares Russell Mid-Cap ETF · $56.9B

[…]3 years · per year[…] · $16,955+19.2%

[…]5 years · per year[…] · $13,924+6.8%

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

0.48%12-mo yield$48 · $118 on $10k1.18%

−9.0%Worst dropSmaller wins−8.2%

17.6%VolatilityLower wins13.8%

0–4IWR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOASC · IWR

0.8%NTRA0.4%

0.3%CBOE0.3%

0.4%FIX0.3%

0.9%ILMN0.2%

Held in common6.2%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk	1.38%	0.48%	+0.1%	+11.1%	+15.1%	new	new	−9.0%	$97M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWR	iShares Russell Mid-Cap ETFRead Desk	0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
3	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk	1.38%	0.48%	+0.1%	+11.1%	+15.1%	new	new	−9.0%	$97M

End-of-day Nov 6, 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

$13,924

MeasureOASCIWR

Fee1.38%0.18%

Cost on $10k a year$138$18

Yield0.48%1.18%

5 years, per year[…]+6.8%

3 years, per year[…]+19.2%

Worst drop · 1Y−9.0%−8.2%

Volatility · 1Y17.6%13.8%

4–0measures won
IWR first

6.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: OASC, IWR, VUG

Today

7.0%most shared, IWR and VUG

OASCIWRVUG

OASC—6.2%0.4%

IWR6.2%—7.0%

VUG0.4%7.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

VUG$42 − $3 = $39

OASC$48 − $138 = −$90

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee