IJH vs OASC
YTDYear to date
OASC wins+3.0 pts
Past year
OASC wins+5.6 pts
Fee
IJH winslower fee
Yield
IJH wins+0.8 pts
AUM
IJH1239.7× more
2–2level
IJH and OASC · year-to-date · as of Nov 4, 2026 · AUM not scored
OASC vs S&P 500
YTD$34.23 · +0.4% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.4%−1.8%−2.4%+16.2%+21.3%——+42.0%
Peer average+0.1%+0.8%−2.8%+13.0%+15.4%+69.0%+42.5%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
OneAscent OASC and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
OASC’s Holdings
TodayRGAReinsurance Group of America4.0%HAS2.7%RPRX2.5%NJR2.5%RL2.1%NTRS2.1%AMG1.7%CCK1.7%DINO1.6%WTS1.6%THG1.5%SRCE1.5%HTB1.5%GMED1.4%EXEL1.4%KMT1.4%TDC1.3%ROKU1.3%AVT1.3%OPLN1.2%NTCT1.2%AMTB1.2%
RGAReinsurance Group of America4.0%HAS2.7%RPRX2.5%NJR2.5%RL2.1%NTRS2.1%AMG1.7%CCK1.7%DINO1.6%WTS1.6%THG1.5%SRCE1.5%
Financial ServicesTechnologyHealthcareConsumer CyclicalIndustrialsEnergyOther
OneAscent OASC · 10 holdings · tile size = share of the fund · as of Nov 3, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.2% | +13.2% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +13.8% | +13.8% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +15.6% | +15.6% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +12.9% | +12.9% | $26.1B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +20.7% | +20.7% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.2% | +4.2% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +13.3% | +13.3% | $18.8B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −3.6% | −3.6% | $18.5B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +22.1% | +22.1% | $14.9B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +18.1% | +18.1% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.5% | +13.5% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +12.5% | +12.5% | $8.8B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +15.7% | +15.7% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −0.3% | −0.3% | $6.5B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +13.4% | +13.4% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +17.9% | +17.9% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 4, 2026
OASC Payouts by Year
2YLatest payout, Dec 2025
$0.16
a share
0.5% yield
0.5% yield
2 years added up
$0.28 a share
$0.28 a share
OneAscent OASC · per-share distributions by ex-date · 2024–2025
OASC’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.2% | +0.3% | +13.2% | +15.7% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | 0.0% | +13.8% | +13.9% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | 0.0% | +15.6% | +16.7% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.3% | +12.9% | +15.3% | $26.1B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | −0.7% | +20.7% | +24.9% | $22.8B | |
| 6 | OASC | OneAscent Enhanced Small and Mid Cap ETFThis fund | 1.38% | 0.5% | +0.4% | +16.2% | +21.3% | $100M |
#27 of 94 this year · #108 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
OASC and its peer group · total return · as of Nov 4, 2026
Cards for This View
OASC’s Top 10 Holdings
Today22.4%of OASC sits in these 10
OneAscent OASC · weight in the fund · as of Nov 3, 2026
OASC’s Holdings
TodayRGAReinsurance Group of America4.0%HAS2.7%RPRX2.5%NJR2.5%RL2.1%NTRS2.1%AMG1.7%CCK1.7%DINO1.6%WTS1.6%THG1.5%SRCE1.5%HTB1.5%GMED1.4%EXEL1.4%KMT1.4%TDC1.3%ROKU1.3%AVT1.3%OPLN1.2%NTCT1.2%AMTB1.2%
RGAReinsurance Group of America4.0%HAS2.7%RPRX2.5%NJR2.5%RL2.1%NTRS2.1%AMG1.7%CCK1.7%DINO1.6%WTS1.6%THG1.5%SRCE1.5%
Financial ServicesTechnologyHealthcareConsumer CyclicalIndustrialsEnergyOther
OneAscent OASC · 10 holdings · tile size = share of the fund · as of Nov 3, 2026
OASC vs Peer Average
YTDOASCAvsBPeer average
1D+0.4%+0.1%
1M−1.8%+0.8%
3M−2.4%−2.8%
YTD+16.2%+13.0%
1Y+21.3%+15.4%
3Y[…]+69.0%
5Y[…]+42.5%
4–1OASC wins
107 Mid cap peers · each row scaled to its leader