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OASC vs ISCG

OneAscent Enhanced Small and Mid Cap ETF vs iShares Morningstar Small-Cap Growth ETF

OASC

OneAscent Enhanced Small and Mid Cap ETF

OneAscent Investment ETF

Annual cost

0.69%

Fund size

$78M

ISCG

iShares Morningstar Small-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$947M

Key differences

  • ISCG costs 0.63% less per year.
  • ISCG is significantly larger than OASC — larger funds tend to be more liquid and less likely to close.
  • ISCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OASCISCG
Annual cost (TER)0.69%0.06%
Fund size (AUM)$78M$947M
Since20242004
Dividend yield0.48%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.6%+34.6%
CAGR 3YN/A+18.1%
CAGR 5YN/A+6.1%
Sharpe 3YN/A0.74
Volatility 1Y18.21%18.24%
Max drawdown-26.99%-41.48%

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

Similar to OASC and ISCG