OASC vs MDY

AOASC

BMDY

Measures won0–4MDY wins · of 6 · 5Y

$10,000 · 5Y$13,655MDY

Lowest cost0.23%MDY · $23 on $10k

Most income1.07%MDY · $107 on $10k

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

Held in common9.4%OASC and MDY

OASC

MDY

OneAscent Enhanced Small and Mid Cap ETF · $101MState Street SPDR S&P MIDCAP 400 ETF Trust · $26.2B

[…]3 years · per year[…] · $15,655+16.1%

[…]5 years · per year[…] · $13,655+6.4%

1.38%Expense ratio$138 · $23 on $10k · lower wins0.23%

0.48%12-mo yield$48 · $107 on $10k1.07%

−9.0%Worst dropSmaller wins−8.8%

17.7%VolatilityLower wins15.4%

0–4MDY wins

$10,000 · 5 yearsOne scale

Shared top holdingsOASC · MDY

1.4%ROKU0.6%

1.4%EXEL0.5%

3.9%RGA0.5%

1.5%DINO0.5%

Held in common9.4%

End-of-day Nov 5, 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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.2B
2	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk		1.38%	0.48%	−5.1%	+11.0%	+17.1%	new	new	−9.0%	$101M

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

Both

5Y2 funds

#			Trend
1	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.07%	−3.9%	+9.2%	+12.5%	+16.1%	+6.4%	−8.8%	$26.2B
2	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk		1.38%	0.48%	−5.1%	+11.0%	+17.1%	new	new	−9.0%	$101M

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

Cards for this view

OASC vs MDY

OASC

OneAscent Enhanced Small and Mid Cap

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,655

MeasureOASCMDY

Fee1.38%0.23%

Cost on $10k a year$138$23

Yield0.48%1.07%

5 years, per year[…]+6.4%

3 years, per year[…]+16.1%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y17.7%15.4%

4–0measures won
MDY first

9.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OASC, MDY

Today

9.4%most shared, OASC and MDY

OASCMDY

OASC—9.4%

MDY9.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, MDY

MDY$107 − $23 = $84

OASC$48 − $138 = −$90

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee