OALC vs OVL

Comparison between ONEASCENT LARGE CAP CORE ETF (OALC, ETF) and OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF).

5-Year PerformanceOVL has outperformed OALC, delivering a return of +13.7% compared to +11.0%

OALC vs OVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OALC(ETF)	OVL(ETF)
Net Assets	$220M	$221M
Expense Ratio	0.49%	0.79%
Max Drawdown	26.86%	35.49%
Sharpe Ratio	1.71	1.65
5Y Beta	0.95	1.12
P/E Ratio	28.25	N/A
Forward P/E	22.16	N/A
5Y Dividends CAGR	N/A	28.91%
5Y EPS CAGR	25.18%	N/A
Debt to Equity	16.28%	N/A
P/S Ratio	3.64	N/A
P/B Ratio	5.69	N/A

Net Assets

OALC

$220M

Winner

OVL

$221M

Expense Ratio

Winner

OALC

0.49%

OVL

0.79%

Max Drawdown

Winner

OALC

26.86%

OVL

35.49%

Sharpe Ratio

Winner

OALC

1.71

OVL

1.65

5Y Beta

Winner

OALC

0.95

OVL

1.12

P/E Ratio

OALC

28.25

OVL

N/A

Forward P/E

OALC

22.16

OVL

N/A

5Y Dividends CAGR

OALC

N/A

OVL

28.91%

5Y EPS CAGR

OALC

25.18%

OVL

N/A

Debt to Equity

OALC

16.28%

OVL

N/A

P/S Ratio

OALC

3.64

OVL

N/A

P/B Ratio

OALC

5.69

OVL

N/A

OALC vs OVL - Holdings Comparison

OALC and OVL have 0 common holdings. Overlap is 0.00%

OALC's top 25 holdings weight is 49.72%. OVL's top 25 holdings weight is 99.94%.

Rank	OALC	OVL
#1	NVIDIA CORP (NVDA) - 7.91%	VANGUARD S&P 500 ETF (VOO) - 99.06%
#2	MICROSOFT CORP (MSFT) - 4.97%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.88%
#3	AMAZON.COM INC (AMZN) - 4.23%	N/A
#4	ALPHABET INC CLASS A (GOOGL) - 3.61%	N/A
#5	ALPHABET INC CLASS C (GOOG) - 2.95%	N/A
#6	BROADCOM INC (AVGO) - 2.90%	N/A
#7	CISCO SYSTEMS INC (CSCO) - 2.19%	N/A
#8	MICRON TECHNOLOGY INC (MU) - 1.75%	N/A
#9	ELI LILLY AND CO (LLY) - 1.57%	N/A
#10	JPMORGAN CHASE & CO (JPM) - 1.54%	N/A
#11	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.52%	N/A
#12	ADVANCED MICRO DEVICES INC (AMD) - 1.31%	N/A
#13	WALMART INC (WMT) - 1.26%	N/A
#14	CORNING INC (GLW) - 1.24%	N/A
#15	EXXON MOBIL CORP (XOM) - 1.22%	N/A
#16	INTEL CORP (INTC) - 1.12%	N/A
#17	VISA INC CLASS A (V) - 1.12%	N/A
#18	LAM RESEARCH CORP (LRCX) - 1.04%	N/A
#19	CATERPILLAR INC (CAT) - 0.97%	N/A
#20	MERCK & CO INC (MRK) - 0.93%	N/A
#21	COCA-COLA CO (KO) - 0.91%	N/A
#22	TEXAS INSTRUMENTS INC (TXN) - 0.88%	N/A
#23	APPLIED MATERIALS INC (AMAT) - 0.87%	N/A
#24	THE HOME DEPOT INC (HD) - 0.87%	N/A
#25	MASTERCARD INC CLASS A (MA) - 0.84%	N/A
Total Holdings	206	2

OALC vs OVL - Historical Returns

Returns include dividend reinvestment.

Period	OALC	OVL
1 month	+2.55%	+1.74%
3 months	+11.45%	+9.29%
6 months	+12.33%	+10.03%
1 year	+29.26%	+30.63%
5 years(CAGR)	+10.98%	+13.68%
Max(CAGR)	+10.98%	+17.41%

Winner

OALC

+2.55%

OVL

+1.74%

Winner

OALC

+11.45%

OVL

+9.29%

Winner

OALC

+12.33%

OVL

+10.03%

OALC

+29.26%

Winner

OVL

+30.63%

5Y(CAGR)

OALC

+10.98%

Winner

OVL

+13.68%

Max(CAGR)

OALC

+10.98%

Winner

OVL

+17.41%

OALC vs OVL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	OALC	OVL
2026	+11.71%	+9.97%
2025	+20.25%	+18.52%
2024	+20.64%	+28.94%
2023	+22.32%	+28.57%
2022	-17.64%	-23.37%
2021	-0.54%	+34.48%
2020	N/A	+18.56%
2019	N/A	+10.84%

OALC vs OVL Drawdown Comparison

The maximum drawdown for OALC was -26.82%, occurring on Oct 14, 2022. Recovery took 540 trading sessions.

The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.

The current OALC drawdown is -3.57%. The current OVL drawdown is -3.47%.

Rank	OALC	OVL
#1	-26.82% Nov 16, 2021 - Jan 11, 2024	-35.49% Feb 19, 2020 - Aug 6, 2020
#2	-17.64% Jan 23, 2025 - Jun 9, 2025	-29.24% Jan 3, 2022 - Jan 19, 2024
#3	-8.76% Jul 16, 2024 - Sep 19, 2024	-21.69% Feb 19, 2025 - Jul 3, 2025
#4	-8.42% Feb 2, 2026 - Apr 13, 2026	-10.29% Sep 2, 2020 - Nov 13, 2020
#5	-5.93% Mar 27, 2024 - Jun 5, 2024	-10.10% Jul 16, 2024 - Sep 19, 2024
#6	-5.55% Oct 29, 2025 - Dec 10, 2025	-8.73% Jan 28, 2026 - Apr 14, 2026
#7	-4.44% Dec 6, 2024 - Jan 21, 2025	-7.39% Mar 28, 2024 - May 15, 2024
#8	-3.57% Jun 2, 2026 - Jun 5, 2026	-6.38% Oct 29, 2025 - Dec 10, 2025
#9	-2.97% Dec 11, 2025 - Dec 24, 2025	-6.28% Sep 3, 2021 - Oct 21, 2021
#10	-2.85% Oct 8, 2025 - Oct 24, 2025	-5.47% Dec 6, 2024 - Jan 23, 2025
#11	-2.82% Feb 9, 2024 - Mar 1, 2024	-4.72% Feb 17, 2021 - Mar 11, 2021
#12	-2.47% Jan 12, 2026 - Jan 27, 2026	-4.25% Jan 17, 2020 - Feb 6, 2020
#13	-2.45% Nov 11, 2024 - Nov 29, 2024	-4.15% May 7, 2021 - Jun 4, 2021
#14	-2.29% Oct 14, 2024 - Nov 6, 2024	-3.98% Jan 21, 2021 - Feb 4, 2021
#15	-2.25% May 14, 2026 - May 26, 2026	-3.82% Nov 18, 2021 - Dec 8, 2021