OASC vs VXUS

Quick Verdict

VXUS has a lower expense ratio. OASC delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: OASCMore Diversified: VXUS

Side-by-Side Comparison

MetricOASCVXUSWinner
Expense Ratio0.69%0.05%
AUM$90M$156.5B
Dividend Yield0.44%2.60%
Holdings1868,747
YTD Return+18.43%+14.57%
1Y Return+34.36%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)17.9%15.1%
Max Drawdown-27.3%-39.9%
Fund FamilyOneAscent InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 13, 2024Jan 26, 2011

OASC vs VXUS Performance

OneAscent Enhanced Small and Mid Cap ETF (OASC) is a ETF from OneAscent Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OASC returned +34.36% while VXUS returned +27.82%. Year to date, OASC is up 18.43% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

OASC has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

OASC charges 0.69% per year while VXUS charges 0.05%. On a $10,000 position that is $69 vs $5 annually, a gap of $64 per year that compounds over a long holding period. On income, OASC currently yields 0.44% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

OASC and VXUS share 3 holdings out of 8042 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in OASCWeight in VXUSDifference
CAN2.00%0.01%1.99%
GLXY0.28%0.01%0.27%
FPH:NZ0.16%0.03%0.13%

Frequently Asked Questions

Which is cheaper, OASC or VXUS?

OASC has an expense ratio of 0.69% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $64 per year of difference.

Which performed better, OASC or VXUS?

Over the past year OASC returned +34.36% vs +27.82% for VXUS, so OASC leads on 1-year performance. Over the longest common window we track (2 years), OASC annualized +17.83% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, OASC or VXUS?

OASC has been the more volatile fund at 17.9% annualized versus 15.1% for VXUS. Worst drawdown: OASC -27.3% vs VXUS -39.9%.

Should I hold both OASC and VXUS?

OASC and VXUS have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OASC and VXUS?

OASC and VXUS share 3 common holdings with a 0.1% weight overlap. Combined, they hold 8042 unique securities.

Which pays a higher dividend, OASC or VXUS?

OASC yields 0.44% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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