Screener
OASC vs SVAL
OneAscent Enhanced Small and Mid Cap ETF vs iShares US Small Cap Value Factor ETF
Key differences
- SVAL costs 0.49% less per year.
Side-by-side comparison
| OASC | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.20% |
| Fund size (AUM) | $78M | $188M |
| Since | 2024 | 2020 |
| Dividend yield | 0.48% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.6% | +39.2% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | 18.21% | 18.06% |
| Max drawdown | -26.99% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to OASC and SVAL
Explore further