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OASC vs OSCV
OneAscent Enhanced Small and Mid Cap ETF vs Opus Small Cap Value Plus ETF
Key differences
- OASC costs 0.10% less per year.
- OSCV is significantly larger than OASC — larger funds tend to be more liquid and less likely to close.
- OASC follows a index tracking strategy; OSCV uses active selection.
- OSCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OASC | OSCV | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.79% |
| Fund size (AUM) | $78M | $682M |
| Since | 2024 | 2018 |
| Dividend yield | 0.48% | 1.08% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +39.6% | +17.9% |
| CAGR 3Y | N/A | +11.7% |
| CAGR 5Y | N/A | +6.0% |
| Sharpe 3Y | N/A | 0.55 |
| Volatility 1Y | 18.21% | 13.49% |
| Max drawdown | -26.99% | -42.40% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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