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OASC vs BELT

OneAscent Enhanced Small and Mid Cap ETF vs iShares U.S. Select Equity Active ETF

OASC

OneAscent Enhanced Small and Mid Cap ETF

OneAscent Investment ETF

Annual cost

0.69%

Fund size

$78M

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

Key differences

  • OASC costs 0.06% less per year.
  • OASC is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • OASC follows a index tracking strategy; BELT uses index enhanced.

Side-by-side comparison

OASCBELT
Annual cost (TER)0.69%0.75%
Fund size (AUM)$78M$9M
Since20242024
Dividend yield0.48%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+39.6%+30.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.21%17.21%
Max drawdown-26.99%-23.05%

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

Similar to OASC and BELT