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OACP vs HYFI

OneAscent Core Plus Bond ETF vs AB High Yield ETF

OACP

OneAscent Core Plus Bond ETF

OneAscent Investment ETF

Annual cost

0.74%

Fund size

$256M

HYFI

AB High Yield ETF

AllianceBernstein

Annual cost

0.40%

Fund size

$334M

Key differences

  • HYFI costs 0.34% less per year.
  • OACP follows a index tracking strategy; HYFI uses active selection.
  • Over the last 3 years, HYFI has delivered higher annualized returns.
  • HYFI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OACPHYFI
Annual cost (TER)0.74%0.40%
Fund size (AUM)$256M$334M
Since20222016
Dividend yield4.37%6.79%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+6.0%+8.7%
CAGR 3Y+4.4%+9.4%
CAGR 5YN/AN/A
Sharpe 3Y0.191.05
Volatility 1Y3.58%3.98%
Max drawdown-11.81%-6.34%

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

Similar to OACP and HYFI