OASC vs VOE

AOASC

BVOE

Measures won0–4VOE wins · of 6 · 5Y

$10,000 · 5Y$15,886VOE

Lowest cost0.05%VOE · $5 on $10k

Most income1.86%VOE · $186 on $10k

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

Held in common1.0%OASC and VOE

OASC

VOE

OneAscent Enhanced Small and Mid Cap ETF · $103MVanguard Morningstar Mid-Cap Value ETF · $22.8B

[…]3 years · per year[…] · $17,639+20.8%

[…]5 years · per year[…] · $15,886+9.7%

1.38%Expense ratio$138 · $5 on $10k · lower wins0.05%

0.48%12-mo yield$48 · $186 on $10k1.86%

−9.0%Worst dropSmaller wins−6.9%

17.7%VolatilityLower wins11.4%

0–4VOE wins

$10,000 · 5 yearsOne scale

Shared top holdingsOASC · VOE

2.1%NTRS0.5%

0.3%EXPD0.4%

0.2%CBOE0.5%

Held in common1.0%

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.86%	−2.6%	+19.2%	+24.3%	+20.8%	+9.7%	−6.9%	$22.8B
2	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk		1.38%	0.48%	−5.1%	+11.0%	+17.1%	new	new	−9.0%	$103M

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	BVOE	Vanguard Morningstar Mid-Cap Value ETFRead Desk		0.05%	1.86%	−2.6%	+19.2%	+24.3%	+20.8%	+9.7%	−6.9%	$22.8B
2	AOASC	OneAscent Enhanced Small and Mid Cap ETFRead Desk		1.38%	0.48%	−5.1%	+11.0%	+17.1%	new	new	−9.0%	$103M

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 VOE

OASC

OneAscent Enhanced Small and Mid Cap

[…]

VOE

Vanguard Morningstar Mid-Cap Value

$15,886

MeasureOASCVOE

Fee1.38%0.05%

Cost on $10k a year$138$5

Yield0.48%1.86%

5 years, per year[…]+9.7%

3 years, per year[…]+20.8%

Worst drop · 1Y−9.0%−6.9%

Volatility · 1Y17.7%11.4%

4–0measures won
VOE first

1.0%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: OASC, VOE

Today

1.0%most shared, OASC and VOE

OASCVOE

OASC—1.0%

VOE1.0%—

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

Income After Fees on $10,000

$181most kept, VOE

VOE$186 − $5 = $181

OASC$48 − $138 = −$90

KeptFee

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