OASC vs VOO
OneAscent Enhanced Small and Mid Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. OASC delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | OASC | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.69% | 0.03% | |
| AUM | $90M | $979.0B | |
| Dividend Yield | 0.44% | 1.09% | |
| Holdings | 186 | 509 | |
| YTD Return | +19.40% | +13.72% | |
| 1Y Return | +30.62% | +21.63% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 18.0% | 14.1% | |
| Max Drawdown | -27.3% | -34.3% | |
| Fund Family | OneAscent Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 13, 2024 | Sep 7, 2010 |
OASC vs VOO Performance
OneAscent Enhanced Small and Mid Cap ETF (OASC) is a ETF from OneAscent Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year OASC returned +30.62% while VOO returned +21.63%. Year to date, OASC is up 19.40% versus a gain of 13.72% for VOO.
Risk: Volatility and Drawdowns
OASC has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 14.1% for VOO. 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 -27.3% for OASC and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OASC charges 0.69% per year while VOO charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, OASC currently yields 0.44% against 1.09% for VOO.
Holdings Overlap
OASC and VOO share 23 holdings out of 666 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OASC or VOO?
OASC has an expense ratio of 0.69% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, OASC or VOO?
Over the past year OASC returned +30.62% vs +21.63% for VOO, so OASC leads on 1-year performance. Over the longest common window we track (2 years), OASC annualized +18.15% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, OASC or VOO?
OASC has been the more volatile fund at 18.0% annualized versus 14.1% for VOO. Worst drawdown: OASC -27.3% vs VOO -34.3%.
Should I hold both OASC and VOO?
OASC and VOO have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OASC and VOO?
OASC and VOO share 23 common holdings with a 1.5% weight overlap. Combined, they hold 666 unique securities.
Which pays a higher dividend, OASC or VOO?
OASC yields 0.44% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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