IJH vs OASC
YTDYear to date
OASC wins+1.6 pts
Past year
OASC wins+2.2 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
5Y$32.71 · +0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return+0.1%−4.5%−6.7%+11.1%+15.1%——+35.7%
Peer average+0.2%−1.2%−5.6%+10.0%+12.7%+61.3%+39.3%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
OneAscent OASC and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
OASC’s Holdings
TodayRGAReinsurance Group of America4.1%HAS2.9%RPRX2.6%NJR2.6%NTRS2.2%RL2.1%CCK1.7%AMG1.7%WTS1.6%THG1.6%GMED1.5%SRCE1.5%HTB1.5%DINO1.5%EXEL1.4%ROKU1.4%TDC1.4%AIZ1.3%FIVE1.3%FLYW1.2%AMTB1.2%HL1.2%
RGAReinsurance Group of America4.1%HAS2.9%RPRX2.6%NJR2.6%NTRS2.2%RL2.1%CCK1.7%AMG1.7%WTS1.6%THG1.6%GMED1.5%SRCE1.5%
Financial ServicesTechnologyHealthcareConsumer CyclicalIndustrialsEnergyOther
OneAscent OASC · 10 holdings · tile size = share of the fund · as of Nov 6, 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% | +10.6% | +10.6% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +12.9% | +12.9% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.1% | +9.8% | +9.8% | $26.6B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.9% | +18.4% | +18.4% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | −0.1% | −0.1% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +10.2% | +10.2% | $19.0B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −9.2% | −9.2% | $18.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.6% | +20.6% | $15.2B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +15.4% | +15.4% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +9.7% | +9.7% | $10.0B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.1% | +12.9% | +12.9% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +10.1% | +10.1% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.8% | −6.0% | −6.0% | $6.4B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +10.7% | +10.7% | $6.2B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.6% | +15.5% | +15.5% | $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% | +0.6% | +9.5% | +12.9% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | −0.1% | +10.6% | +11.6% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | +0.1% | +12.9% | +14.7% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.1% | +0.6% | +9.8% | +12.4% | $26.6B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.9% | −0.7% | +18.4% | +22.7% | $22.8B | |
| 6 | OASC | OneAscent Enhanced Small and Mid Cap ETFThis fund | 1.38% | 0.5% | +0.1% | +11.1% | +15.1% | $103M |
#49 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 7, 2026
Cards for This View
OASC’s Top 10 Holdings
Today23.1%of OASC sits in these 10
OneAscent OASC · weight in the fund · as of Nov 6, 2026
OASC’s Holdings
TodayRGAReinsurance Group of America4.1%HAS2.9%RPRX2.6%NJR2.6%NTRS2.2%RL2.1%CCK1.7%AMG1.7%WTS1.6%THG1.6%GMED1.5%SRCE1.5%HTB1.5%DINO1.5%EXEL1.4%ROKU1.4%TDC1.4%AIZ1.3%FIVE1.3%FLYW1.2%AMTB1.2%HL1.2%
RGAReinsurance Group of America4.1%HAS2.9%RPRX2.6%NJR2.6%NTRS2.2%RL2.1%CCK1.7%AMG1.7%WTS1.6%THG1.6%GMED1.5%SRCE1.5%
Financial ServicesTechnologyHealthcareConsumer CyclicalIndustrialsEnergyOther
OneAscent OASC · 10 holdings · tile size = share of the fund · as of Nov 6, 2026
OASC vs Peer Average
YTDOASCAvsBPeer average
1D+0.1%+0.2%
1M−4.5%−1.2%
3M−6.7%−5.6%
YTD+11.1%+10.0%
1Y+15.1%+12.7%
3Y[…]+61.3%
5Y[…]+39.3%
2–3Peer average wins
107 Mid cap peers · each row scaled to its leader