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PPI vs OALC

Astoria Real Asset ETF vs OneAscent Large Cap Core ETF

PPI

Astoria Real Asset ETF

AXS

Annual cost

0.58%

Fund size

$159M

OALC

OneAscent Large Cap Core ETF

OneAscent Investment ETF

Annual cost

0.49%

Fund size

$220M

Key differences

  • OALC costs 0.09% less per year.
  • PPI is classified as alternative, while OALC is equity — different risk/return profiles.
  • PPI follows a active selection strategy; OALC uses index tracking.
  • Over the last 3 years, OALC has delivered higher annualized returns.

Side-by-side comparison

PPIOALC
Annual cost (TER)0.58%0.49%
Fund size (AUM)$159M$220M
Since20212021
Dividend yield1.00%0.56%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+42.7%+34.7%
CAGR 3Y+22.7%+24.0%
CAGR 5YN/AN/A
Sharpe 3Y1.111.29
Volatility 1Y15.78%13.05%
Max drawdown-24.54%-26.82%

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

Similar to PPI and OALC