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AOASC

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SPY $17,214

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.7%OASC and SPY

OneAscent Enhanced Small and Mid Cap ETF · $100MState Street SPDR S&P 500 ETF · $807B

[…]3 years · per year[…] · $17,889+21.4%

[…]5 years · per year[…] · $17,214+11.5%

1.38%Expense ratio$138 · $9 on $10k · lower wins0.09%

0.47%12-mo yield$47 · $101 on $10k1.01%

Cards for this view

OASC

OneAscent Enhanced Small and Mid Cap

[…]

SPY

SPDR S&P 500

$17,214

MeasureOASCSPY

Fee1.38%0.09%

Cost on $10k a year$138$9

Yield0.47%1.01%

5 years, per year[…]+11.5%

3 years, per year[…]+21.4%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y17.8%13.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
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

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
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