Screener
SMMD vs OASC
iShares Russell 2500 ETF vs OneAscent Enhanced Small and Mid Cap ETF
Key differences
- SMMD costs 0.54% less per year.
- SMMD is significantly larger than OASC — larger funds tend to be more liquid and less likely to close.
- SMMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMMD | OASC | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.69% |
| Fund size (AUM) | $3.0B | $78M |
| Since | 2017 | 2024 |
| Dividend yield | 1.10% | 0.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.3% | +39.6% |
| CAGR 3Y | +19.5% | N/A |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.84 | N/A |
| Volatility 1Y | 17.31% | 18.21% |
| Max drawdown | -41.06% | -26.99% |
Similar to SMMD and OASC
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