Screener
OALC vs IWX
OneAscent Large Cap Core ETF vs iShares Russell Top 200 Value ETF
Key differences
- IWX costs 0.29% less per year.
- IWX is significantly larger than OALC — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, OALC has delivered higher annualized returns.
- IWX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OALC | IWX | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.20% |
| Fund size (AUM) | $220M | $3.4B |
| Since | 2021 | 2009 |
| Dividend yield | 0.56% | 1.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +34.7% | +31.0% |
| CAGR 3Y | +24.0% | +19.0% |
| CAGR 5Y | N/A | +11.5% |
| Sharpe 3Y | 1.29 | 1.21 |
| Volatility 1Y | 13.05% | 10.13% |
| Max drawdown | -26.82% | -35.76% |
Similar to OALC and IWX
Explore further