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AOASC

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · VUG $16,151

Lowest cost0.03%VUG · $3 on $10k

Most income2.92%SCHD · $292 on $10k

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

Held in common0.5%OASC and SCHD

OneAscent Enhanced Small and Mid Cap ETF · $100MSchwab U.S. Dividend Equity ETF · $124B

[…]3 years · per year[…] · $17,374+20.2%

[…]5 years · per year[…] · $16,418+10.4%

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

0.47%12-mo yield$47 · $292 on $10k2.92%

Cards for this view

OASC

OneAscent Enhanced Small and Mid Cap

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureOASCSCHD

Fee1.38%0.06%

Cost on $10k a year$138$6

Yield0.47%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y17.8%11.7%

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
4	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk	1.38%	0.47%	−0.1%	+14.2%	+17.3%	new	new	−9.0%	$100M

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
4	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk	1.38%	0.47%	−0.1%	+14.2%	+17.3%	new	new	−9.0%	$100M