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OASC vs CGUS

OneAscent Enhanced Small and Mid Cap ETF vs Capital Group Core Equity ETF

OASC

OneAscent Enhanced Small and Mid Cap ETF

OneAscent Investment ETF

Annual cost

0.69%

Fund size

$78M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 0.36% less per year.
  • CGUS is significantly larger than OASC — larger funds tend to be more liquid and less likely to close.
  • OASC follows a index tracking strategy; CGUS uses active selection.

Side-by-side comparison

OASCCGUS
Annual cost (TER)0.69%0.33%
Fund size (AUM)$78M$10.3B
Since20242022
Dividend yield0.48%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+39.6%+29.2%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.26
Volatility 1Y18.21%12.48%
Max drawdown-26.99%-22.15%

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

Similar to OASC and CGUS