IJH vs OASC
YTDYear to date
OASC wins+1.1 pts
Past year
OASC wins+3.0 pts
Fee
IJH winslower fee
Yield
IJH wins+0.7 pts
AUM
IJH1248.9× more
2–2level
IJH and OASC · year-to-date · as of Nov 9, 2026 · AUM not scored
OASC vs S&P 500
1M$33.80 · +3.3% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M ▼3MYTD1Y3Y5YMAX
Total return+3.3%−2.2%−3.7%+14.8%+20.5%——+40.2%
Peer average+2.9%+1.0%−3.1%+13.2%+16.9%+62.6%+40.9%—
S&P 500 · VOO+2.3%−3.3%−2.1%+11.3%+13.6%+81.6%+75.4%+814.2%
OneAscent OASC and Vanguard VOO · total return, dividends in · as of Nov 9, 2026
OASC’s Holdings
TodayRGAReinsurance Group of America4.0%HAS2.8%RPRX2.6%NJR2.6%NTRS2.2%RL2.1%AMG1.8%CCK1.7%WTS1.6%THG1.5%HTB1.5%SRCE1.5%DINO1.5%EXEL1.5%ROKU1.4%GMED1.3%TDC1.3%AIZ1.3%FLYW1.3%FIVE1.3%HL1.2%AMTB1.2%
RGAReinsurance Group of America4.0%HAS2.8%RPRX2.6%NJR2.6%NTRS2.2%RL2.1%AMG1.8%CCK1.7%WTS1.6%THG1.5%HTB1.5%SRCE1.5%
Financial ServicesTechnologyConsumer CyclicalHealthcareIndustrialsEnergyOther
OneAscent OASC · 10 holdings · tile size = share of the fund · as of Nov 9, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.6% | +13.6% | $121B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +13.6% | +13.6% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.1% | +16.3% | +16.3% | $56.9B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +13.3% | +13.3% | $25.5B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +20.9% | +20.9% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +3.6% | +3.6% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +13.7% | +13.7% | $18.4B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −5.5% | −5.5% | $17.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +23.5% | +23.5% | $14.8B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +19.0% | +19.0% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.7% | +13.7% | $10.2B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +16.0% | +16.0% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +13.2% | +13.2% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −2.0% | −2.0% | $6.1B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +13.7% | +13.7% | $6.0B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +18.5% | +18.5% | $5.7B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 9, 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% | +3.2% | +13.6% | +17.5% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | +2.7% | +13.6% | +15.6% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.1% | +3.0% | +16.3% | +19.2% | $56.9B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +3.2% | +13.3% | +17.1% | $25.5B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | +2.1% | +20.9% | +25.5% | $22.8B | |
| 6 | OASC | OneAscent Enhanced Small and Mid Cap ETFThis fund | 1.38% | 0.5% | +3.3% | +14.8% | +20.5% | $97.2M |
#43 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 10, 2026
Cards for This View
OASC’s Top 10 Holdings
Today23.0%of OASC sits in these 10
OneAscent OASC · weight in the fund · as of Nov 9, 2026
OASC’s Holdings
TodayRGAReinsurance Group of America4.0%HAS2.8%RPRX2.6%NJR2.6%NTRS2.2%RL2.1%AMG1.8%CCK1.7%WTS1.6%THG1.5%HTB1.5%SRCE1.5%DINO1.5%EXEL1.5%ROKU1.4%GMED1.3%TDC1.3%AIZ1.3%FLYW1.3%FIVE1.3%HL1.2%AMTB1.2%
RGAReinsurance Group of America4.0%HAS2.8%RPRX2.6%NJR2.6%NTRS2.2%RL2.1%AMG1.8%CCK1.7%WTS1.6%THG1.5%HTB1.5%SRCE1.5%
Financial ServicesTechnologyConsumer CyclicalHealthcareIndustrialsEnergyOther
OneAscent OASC · 10 holdings · tile size = share of the fund · as of Nov 9, 2026
OASC vs Peer Average
YTDOASCAvsBPeer average
1D+3.3%+2.9%
1M−2.2%+1.0%
3M−3.7%−3.1%
YTD+14.8%+13.2%
1Y+20.5%+16.9%
3Y[…]+62.6%
5Y[…]+40.9%
3–2OASC wins
107 Mid cap peers · each row scaled to its leader