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OASC vs VBK

OneAscent Enhanced Small and Mid Cap ETF vs Vanguard Small-Cap Growth Index Fund ETF Shares

OASC

OneAscent Enhanced Small and Mid Cap ETF

OneAscent Investment ETF

Annual cost

0.69%

Fund size

$78M

VBK

Vanguard Small-Cap Growth Index Fund ETF Shares

Vanguard

Annual cost

0.05%

Fund size

$42.8B

Key differences

  • VBK costs 0.64% less per year.
  • VBK is significantly larger than OASC — larger funds tend to be more liquid and less likely to close.
  • VBK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OASCVBK
Annual cost (TER)0.69%0.05%
Fund size (AUM)$78M$42.8B
Since20242004
Dividend yield0.48%0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.6%+35.6%
CAGR 3YN/A+18.5%
CAGR 5YN/A+6.4%
Sharpe 3YN/A0.74
Volatility 1Y18.21%19.28%
Max drawdown-26.99%-38.70%

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

Similar to OASC and VBK