Screener
OALC vs OACP
OneAscent Large Cap Core ETF vs OneAscent Core Plus Bond ETF
Key differences
- OALC costs 0.25% less per year.
- OALC is classified as equity, while OACP is fixed income — different risk/return profiles.
- Over the last 3 years, OALC has delivered higher annualized returns.
Side-by-side comparison
| OALC | OACP | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.74% |
| Fund size (AUM) | $220M | $256M |
| Since | 2021 | 2022 |
| Dividend yield | 0.56% | 4.37% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +34.7% | +6.0% |
| CAGR 3Y | +24.0% | +4.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.29 | 0.19 |
| Volatility 1Y | 13.05% | 3.58% |
| Max drawdown | -26.82% | -11.81% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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