OALC vs SMLV
Comparison between ONEASCENT LARGE CAP CORE ETF (OALC, ETF) and STATE STREET(R) SPDR(R) US SMALL CAP LOW VOLATILITY INDEX ETF (SMLV, ETF).
5-Year PerformanceOALC has outperformed SMLV, delivering a return of +11.2% compared to +8.7%
OALC vs SMLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OALC
$240M
Winner
SMLV
$241M
Expense Ratio
OALC
0.49%
Winner
SMLV
0.12%
Max Drawdown
Winner
OALC
26.86%
SMLV
42.87%
Sharpe Ratio
Winner
OALC
1.69
SMLV
1.32
5Y Beta
OALC
0.95
Winner
SMLV
0.75
P/E Ratio
Winner
OALC
27.53
SMLV
28.80
Forward P/E
OALC
21.41
Winner
SMLV
13.76
5Y Dividends CAGR
OALC
N/A
SMLV
12.83%
5Y EPS CAGR
Winner
OALC
25.03%
SMLV
6.19%
Debt to Equity
Winner
OALC
6.79%
SMLV
58.92%
P/S Ratio
OALC
3.59
Winner
SMLV
1.40
P/B Ratio
OALC
5.69
Winner
SMLV
1.68
OALC vs SMLV - Holdings Comparison
OALC and SMLV have 2 common holdings. Overlap is 0.27%
OALC's top 25 holdings weight is 49.66%. SMLV's top 25 holdings weight is 12.53%.
| Rank | OALC | SMLV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.61% | E-MINI RUSS 2000 JUN26 XCME 20260618 (n/a) - 0.69% |
| #2 | MICROSOFT CORP (MSFT) - 5.25% | n/a (PECO) - 0.65% |
| #3 | AMAZON.COM INC (AMZN) - 4.22% | HORACE MANN EDUCATORS CORP (HMN) - 0.61% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.52% | LANDSTAR SYSTEM INC (LSTR) - 0.60% |
| #5 | BROADCOM INC (AVGO) - 3.07% | CITY HOLDING CO (CHCO) - 0.58% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.87% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.58% |
| #7 | MICRON TECHNOLOGY INC (MU) - 2.22% | n/a (n/a) - 0.57% |
| #8 | CISCO SYSTEMS INC (CSCO) - 2.15% | AMERICAN STATES WATER CO (AWR) - 0.56% |
| #9 | ELI LILLY AND CO (LLY) - 1.60% | ATLANTA BRAVES HOLDINGS INC CLASS C (BATRK) - 0.55% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.48% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.51% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | MCGRATH RENTCORP (MGRC) - 0.51% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.42% | FOUR CORNERS PROPERTY TRUST INC (FCPT) - 0.50% |
| #13 | WALMART INC (WMT) - 1.19% | APPLE HOSPITALITY REIT INC (APLE) - 0.49% |
| #14 | EXXON MOBIL CORP (XOM) - 1.13% | COMMUNITY TRUST BANCORP INC (CTBI) - 0.49% |
| #15 | CORNING INC (GLW) - 1.13% | VISHAY PRECISION GROUP INC (VPG) - 0.48% |
| #16 | VISA INC CLASS A (V) - 1.09% | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 0.48% |
| #17 | LAM RESEARCH CORP (LRCX) - 1.07% | SAFETY INSURANCE GROUP INC (SAFT) - 0.47% |
| #18 | INTEL CORP (INTC) - 1.05% | NELNET INC CLASS A (NNI) - 0.47% |
| #19 | CATERPILLAR INC (CAT) - 0.95% | TFS FINANCIAL CORP (TFSL) - 0.47% |
| #20 | APPLIED MATERIALS INC (AMAT) - 0.89% | NEW JERSEY RESOURCES CORP (NJR) - 0.47% |
| #21 | MERCK & CO INC (MRK) - 0.88% | n/a (RLJ) - 0.36% |
| #22 | COCA-COLA CO (KO) - 0.87% | n/a (GHC) - 0.36% |
| #23 | THE HOME DEPOT INC (HD) - 0.86% | MGIC INVESTMENT CORP (MTG) - 0.36% |
| #24 | TEXAS INSTRUMENTS INC (TXN) - 0.86% | INTERNATIONAL BANCSHARES CORP (IBOC) - 0.36% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.82% | NETSTREIT CORP ORDINARY SHARES (NTST) - 0.36% |
| Total Holdings | 206 | 364 |
OALC vs SMLV - Historical Returns
Returns include dividend reinvestment.
1M
OALC
+2.08%
Winner
SMLV
+6.47%
3M
Winner
OALC
+15.73%
SMLV
+14.30%
6M
OALC
+14.17%
Winner
SMLV
+15.41%
1Y
Winner
OALC
+28.74%
SMLV
+26.58%
5Y(CAGR)
Winner
OALC
+11.25%
SMLV
+8.66%
10Y(CAGR)
OALC
N/A
SMLV
+10.70%
Max(CAGR)
Winner
OALC
+11.25%
SMLV
+10.92%
OALC vs SMLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | OALC | SMLV |
|---|---|---|
| 2026 | +13.19% | +18.26% |
| 2025 | +20.25% | +6.66% |
| 2024 | +20.64% | +17.20% |
| 2023 | +22.32% | +7.45% |
| 2022 | -17.64% | -8.11% |
| 2021 | -0.54% | +29.84% |
| 2020 | N/A | -1.27% |
| 2019 | N/A | +23.87% |
| 2018 | N/A | -6.82% |
| 2017 | N/A | +4.97% |
| 2016 | N/A | +33.71% |
| 2015 | N/A | -0.90% |
| 2014 | N/A | +15.16% |
| 2013 | N/A | +23.62% |
OALC vs SMLV Drawdown Comparison
The maximum drawdown for OALC was -26.82%, occurring on Oct 14, 2022. Recovery took 540 trading sessions.
The maximum drawdown for SMLV was -42.43%, occurring on Mar 23, 2020. Recovery took 245 trading sessions.
The current OALC drawdown is -2.28%.
| Rank | OALC | SMLV |
|---|---|---|
| #1 | -26.82% Nov 16, 2021 - Jan 11, 2024 | -42.43% Jan 16, 2020 - Jan 6, 2021 |
| #2 | -17.64% Jan 23, 2025 - Jun 9, 2025 | -20.42% Nov 25, 2024 - Jan 12, 2026 |
| #3 | -8.76% Jul 16, 2024 - Sep 19, 2024 | -18.95% Jan 4, 2022 - Jul 11, 2024 |
| #4 | -8.42% Feb 2, 2026 - Apr 13, 2026 | -18.82% Aug 31, 2018 - Sep 13, 2019 |
| #5 | -5.93% Mar 27, 2024 - Jun 5, 2024 | -14.30% Dec 1, 2015 - Apr 27, 2016 |
| #6 | -5.55% Oct 29, 2025 - Dec 10, 2025 | -9.84% Apr 2, 2015 - Nov 27, 2015 |
| #7 | -4.94% Jun 2, 2026 - Jun 10, 2026 | -8.94% Jul 26, 2024 - Sep 19, 2024 |
| #8 | -4.44% Dec 6, 2024 - Jan 21, 2025 | -8.39% Nov 29, 2017 - May 25, 2018 |
| #9 | -2.97% Dec 11, 2025 - Dec 24, 2025 | -7.34% Feb 6, 2026 - Apr 9, 2026 |
| #10 | -2.85% Oct 8, 2025 - Oct 24, 2025 | -7.13% Sep 3, 2014 - Oct 29, 2014 |
| #11 | -2.82% Feb 9, 2024 - Mar 1, 2024 | -7.06% Nov 5, 2021 - Jan 4, 2022 |
| #12 | -2.47% Jan 12, 2026 - Jan 27, 2026 | -6.76% Mar 12, 2021 - Jun 8, 2021 |
| #13 | -2.45% Nov 11, 2024 - Nov 29, 2024 | -6.75% Jun 8, 2021 - Oct 20, 2021 |
| #14 | -2.29% Oct 14, 2024 - Nov 6, 2024 | -6.43% Jun 8, 2016 - Jul 11, 2016 |
| #15 | -2.25% May 14, 2026 - May 26, 2026 | -6.29% Jan 4, 2017 - Apr 26, 2017 |
Correlation
Correlation between OALC and SMLV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
OALC vs SMLV dividend yield comparison.
| Year | OALC | SMLV |
|---|---|---|
| 2026 | 0.00% | 0.46% |
| 2025 | 0.61% | 2.74% |
| 2024 | 0.70% | 2.68% |
| 2023 | 0.40% | 2.68% |
| 2022 | 0.40% | 2.40% |
| 2021 | 0.06% | 2.12% |
| 2020 | 0.00% | 2.47% |
| 2019 | 0.00% | 2.62% |
| 2018 | 0.00% | 3.15% |
| 2017 | 0.00% | 7.92% |
| 2016 | 0.00% | 3.04% |
| 2015 | 0.00% | 2.63% |
| 2014 | 0.00% | 2.76% |
| 2013 | 0.00% | 3.68% |
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