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OASC vs IWB

OneAscent Enhanced Small and Mid Cap ETF vs iShares Russell 1000 ETF

OASC

OneAscent Enhanced Small and Mid Cap ETF

OneAscent Investment ETF

Annual cost

0.69%

Fund size

$78M

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • IWB costs 0.54% less per year.
  • IWB is significantly larger than OASC — larger funds tend to be more liquid and less likely to close.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OASCIWB
Annual cost (TER)0.69%0.15%
Fund size (AUM)$78M$46.2B
Since20242000
Dividend yield0.48%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.6%+29.9%
CAGR 3YN/A+22.7%
CAGR 5YN/A+13.5%
Sharpe 3YN/A1.21
Volatility 1Y18.21%12.07%
Max drawdown-26.99%-34.60%

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

Similar to OASC and IWB