OASC vs SPYM

AOASC

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.6%OASC and SPYM

OASC

SPYM

OneAscent Enhanced Small and Mid Cap ETF · $97MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

1.38%Expense ratio$138 · $2 on $10k · lower wins0.02%

0.47%12-mo yield$47 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−8.9%

17.8%VolatilityLower wins13.7%

0–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOASC · SPYM

0.3%CBOE0.1%

0.4%FIX0.1%

0.9%ILMN0.1%

2.2%NTRS0.0%

Held in common0.6%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk	1.38%	0.47%	+3.3%	+14.8%	+20.5%	new	new	−9.0%	$97M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk	1.38%	0.47%	+3.3%	+14.8%	+20.5%	new	new	−9.0%	$97M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OASC vs SPYM

OASC

OneAscent Enhanced Small and Mid Cap

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureOASCSPYM

Fee1.38%0.02%

Cost on $10k a year$138$2

Yield0.47%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y17.8%13.7%

4–0measures won
SPYM first

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: OASC, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

OASCSPYMIVV

OASC—0.6%0.6%

SPYM0.6%—99.9%

IVV0.6%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

OASC$47 − $138 = −$91

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee