OACP vs VOO
OneAscent Core Plus Bond ETF vs Vanguard S&P 500 ETF
Which is better, OACP or VOO?
Long Term High Quality against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | OACP | VOO |
|---|---|---|
| Expense Ratio | 0.67% | 0.03%Best |
| AUM | $267M | $997.4B |
| Dividend Yield | 4.74% | 1.04% |
| Holdings | 284 | 509 |
| YTD Return | -1.32% | +11.98%Best |
| 1Y Return | -0.73% | +16.45%Best |
| 3Y Return (annualized) | +4.50% | +21.19%Best |
| 5Y Return (annualized) | - | +12.95% |
| Volatility (annualized) | 6.4%Best | 15.7% |
| Max Drawdown | -11.8%Best | -21.3% |
| $10,000 over 4.5 years | $10,589 | $17,998Best |
| Fund Family | OneAscent Investments | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term High Quality | Large Cap Blend |
| Inception | Mar 30, 2022 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Mar 31, 2022 to Sep 14, 2026 (4.5 years).
OACP vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.5 years both funds cover.
OACP vs VOO Performance
OneAscent Core Plus Bond ETF (OACP) is an ETF from OneAscent Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year OACP returned -0.73% while VOO returned +16.45%. Year to date, OACP is down 1.32% versus a gain of 11.98% for VOO.
Over three years, OACP compounded at +4.50% per year against +21.19% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 6.4% for OACP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -11.8% for OACP and -21.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.
Fees and Cost Over Time
OACP charges 0.67% per year while VOO charges 0.03%. On a $10,000 position that is $67 vs $3 annually, a gap of $64 per year that compounds over a long holding period. On income, OACP currently yields 4.74% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 128 holdings in OACP and 494 in VOO, totalling 42.4% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 128 positions we hold weights for in OACP and 494 in VOO, against full books of 284 and 509.
You are not choosing between two funds in isolation.
Whichever of OACP and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OACP or VOO?
OACP has an expense ratio of 0.67% while VOO charges 0.03%. VOO is the cheaper option, by $64 a year on a $10,000 investment.
Which performed better, OACP or VOO?
Over the past year OACP returned -0.73% vs +16.45% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OACP or VOO?
VOO has been the more volatile fund at 15.7% annualized versus 6.4% for OACP. Worst drawdown: OACP -11.8% vs VOO -21.3%.
Should I hold both OACP and VOO?
OACP and VOO have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, OACP or VOO?
OACP yields 4.74% while VOO yields 1.04%, so OACP currently pays the higher dividend yield.
Is VOO better than OACP?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.