OASC vs SCHD

AOASC

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IWF $15,441

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.5%OASC and SCHD

OASC

SCHD

OneAscent Enhanced Small and Mid Cap ETF · $103MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

1.38%Expense ratio$138 · $6 on $10k · lower wins0.06%

0.48%12-mo yield$48 · $300 on $10k3.00%

−9.0%Worst dropSmaller wins−6.9%

17.6%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOASC · SCHD

1.5%DINO0.4%

0.6%FHI0.1%

1.5%SRCE0.0%

Held in common0.5%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk	1.38%	0.48%	+0.1%	+11.1%	+15.1%	new	new	−9.0%	$103M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk	1.38%	0.48%	+0.1%	+11.1%	+15.1%	new	new	−9.0%	$103M

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 SCHD

OASC

OneAscent Enhanced Small and Mid Cap

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureOASCSCHD

Fee1.38%0.06%

Cost on $10k a year$138$6

Yield0.48%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y17.6%11.7%

4–0measures won
SCHD first

0.5%

holdings shared

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

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

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$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: OASC, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

OASCSCHDIWF

OASC—0.5%1.2%

SCHD0.5%—3.7%

IWF1.2%3.7%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

OASC$48 − $138 = −$90

KeptFee

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