IJH vs OASC
YTDYear to date
OASC wins+1.5 pts
Past year
OASC wins+4.2 pts
Fee
IJH winslower fee
Yield
IJH wins+0.8 pts
AUM
IJH1178.1× more
2–2level
IJH and OASC · year-to-date · as of Nov 6, 2026 · AUM not scored
OASC vs S&P 500
3Y$32.69 · −5.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−5.1%−4.3%−6.7%+11.0%+17.1%——+35.6%
Peer average−3.6%−0.9%−5.9%+9.9%+13.5%+62.1%+39.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
OneAscent OASC and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
OASC’s Holdings
TodayRGAReinsurance Group of America3.9%HAS2.8%RPRX2.5%NJR2.5%RL2.2%NTRS2.1%CCK1.7%AMG1.7%GMED1.6%WTS1.5%THG1.5%DINO1.5%SRCE1.5%HTB1.5%EXEL1.4%TDC1.4%ROKU1.4%AVT1.3%FIVE1.2%NTCT1.2%AIZ1.2%FLYW1.2%
RGAReinsurance Group of America3.9%HAS2.8%RPRX2.5%NJR2.5%RL2.2%NTRS2.1%CCK1.7%AMG1.7%GMED1.6%WTS1.5%THG1.5%DINO1.5%
Financial ServicesTechnologyHealthcareConsumer CyclicalIndustrialsEnergyOther
OneAscent OASC · 10 holdings · tile size = share of the fund · as of Nov 5, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.3% | +9.5% | +9.5% | $121B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +10.7% | +10.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +12.8% | +12.8% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.1% | +9.2% | +9.2% | $26.6B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.9% | +19.2% | +19.2% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | −0.7% | −0.7% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +9.5% | +9.5% | $19.0B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −10.0% | −10.0% | $18.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.8% | +20.8% | $15.2B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +14.9% | +14.9% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +8.3% | +8.3% | $10.0B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.1% | +12.7% | +12.7% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +10.2% | +10.2% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.8% | −8.4% | −8.4% | $6.4B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +10.3% | +10.3% | $6.2B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.6% | +15.2% | +15.2% | $5.9B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 6, 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% | 1.3% | −3.9% | +9.5% | +12.9% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | −3.5% | +10.7% | +12.4% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | −3.5% | +12.8% | +15.3% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.1% | −3.9% | +9.2% | +12.5% | $26.6B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.9% | −2.6% | +19.2% | +24.3% | $22.8B | |
| 6 | OASC | OneAscent Enhanced Small and Mid Cap ETFThis fund | 1.38% | 0.5% | −5.1% | +11.0% | +17.1% | $103M |
#44 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 6, 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 5, 2026
OASC’s Holdings
TodayRGAReinsurance Group of America3.9%HAS2.8%RPRX2.5%NJR2.5%RL2.2%NTRS2.1%CCK1.7%AMG1.7%GMED1.6%WTS1.5%THG1.5%DINO1.5%SRCE1.5%HTB1.5%EXEL1.4%TDC1.4%ROKU1.4%AVT1.3%FIVE1.2%NTCT1.2%AIZ1.2%FLYW1.2%
RGAReinsurance Group of America3.9%HAS2.8%RPRX2.5%NJR2.5%RL2.2%NTRS2.1%CCK1.7%AMG1.7%GMED1.6%WTS1.5%THG1.5%DINO1.5%
Financial ServicesTechnologyHealthcareConsumer CyclicalIndustrialsEnergyOther
OneAscent OASC · 10 holdings · tile size = share of the fund · as of Nov 5, 2026
OASC vs Peer Average
YTDOASCAvsBPeer average
1D−5.1%−3.6%
1M−4.3%−0.9%
3M−6.7%−5.9%
YTD+11.0%+9.9%
1Y+17.1%+13.5%
3Y[…]+62.1%
5Y[…]+39.2%
2–3Peer average wins
107 Mid cap peers · each row scaled to its leader