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OALC vs CGUS

OneAscent Large Cap Core ETF vs Capital Group Core Equity ETF

OALC

OneAscent Large Cap Core ETF

OneAscent Investment ETF

Annual cost

0.49%

Fund size

$220M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

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.
  • OALC follows a index tracking strategy; CGUS uses active selection.
  • Over the last 3 years, OALC has delivered higher annualized returns.

Side-by-side comparison

OALCCGUS
Annual cost (TER)0.49%0.33%
Fund size (AUM)$220M$10.3B
Since20212022
Dividend yield0.56%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+34.7%+29.2%
CAGR 3Y+24.0%+22.9%
CAGR 5YN/AN/A
Sharpe 3Y1.291.26
Volatility 1Y13.05%12.48%
Max drawdown-26.82%-22.15%

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

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