Skip to content
Beacon
Screener

CGUS vs OALC

Capital Group Core Equity ETF vs OneAscent Large Cap Core ETF

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

OALC

OneAscent Large Cap Core ETF

OneAscent Investment ETF

Annual cost

0.49%

Fund size

$220M

Key differences

  • CGUS costs 0.16% less per year.
  • CGUS is significantly larger than OALC — larger funds tend to be more liquid and less likely to close.
  • CGUS follows a active selection strategy; OALC uses index tracking.
  • Over the last 3 years, OALC has delivered higher annualized returns.

Side-by-side comparison

CGUSOALC
Annual cost (TER)0.33%0.49%
Fund size (AUM)$10.3B$220M
Since20222021
Dividend yield0.90%0.56%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+29.2%+34.7%
CAGR 3Y+22.9%+24.0%
CAGR 5YN/AN/A
Sharpe 3Y1.261.29
Volatility 1Y12.48%13.05%
Max drawdown-22.15%-26.82%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to CGUS and OALC