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OASC vs VBR
OneAscent Enhanced Small and Mid Cap ETF vs Vanguard Small-Cap Value Index Fund ETF Shares
Key differences
- VBR costs 0.64% less per year.
- VBR is significantly larger than OASC — larger funds tend to be more liquid and less likely to close.
- VBR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OASC | VBR | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.05% |
| Fund size (AUM) | $78M | $64.9B |
| Since | 2024 | 2004 |
| Dividend yield | 0.48% | 1.78% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.6% | +28.2% |
| CAGR 3Y | N/A | +17.4% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 18.21% | 15.37% |
| Max drawdown | -26.99% | -45.28% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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