OALC vs WOOD

Comparison between ONEASCENT LARGE CAP CORE ETF (OALC, ETF) and ISHARES GLOBAL TIMBER & FORESTRY ETF (WOOD, ETF).

5-Year PerformanceOALC has outperformed WOOD, delivering a return of +10.9% compared to -2.7%

OALC vs WOOD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OALC(ETF)	WOOD(ETF)
Net Assets	$247M	$247M
Expense Ratio	0.49%	0.40%
Max Drawdown	26.86%	63.84%
Sharpe Ratio	1.30	-0.26
5Y Beta	0.95	0.70
P/E Ratio	27.88	N/A
Forward P/E	20.38	N/A
5Y Dividends CAGR	N/A	8.13%
5Y EPS CAGR	25.60%	N/A
Debt to Equity	8.76%	N/A
P/S Ratio	3.63	N/A
P/B Ratio	5.71	N/A

Net Assets

Winner

OALC

$247M

WOOD

$247M

Expense Ratio

OALC

0.49%

Winner

WOOD

0.40%

Max Drawdown

Winner

OALC

26.86%

WOOD

63.84%

Sharpe Ratio

Winner

OALC

1.30

WOOD

-0.26

5Y Beta

OALC

0.95

Winner

WOOD

0.70

P/E Ratio

OALC

27.88

WOOD

N/A

Forward P/E

OALC

20.38

WOOD

N/A

5Y Dividends CAGR

OALC

N/A

WOOD

8.13%

5Y EPS CAGR

OALC

25.60%

WOOD

N/A

Debt to Equity

OALC

8.76%

WOOD

N/A

P/S Ratio

OALC

3.63

WOOD

N/A

P/B Ratio

OALC

5.71

WOOD

N/A

OALC vs WOOD - Holdings Comparison

OALC and WOOD have 1 common holdings. Overlap is -2.59%

OALC's top 25 holdings weight is 49.05%. WOOD's top 25 holdings weight is 106.60%.

Rank	OALC	WOOD
#1	NVIDIA CORP (NVDA) - 7.65%	WEYERHAEUSER CO (WY) - 7.91%
#2	MICROSOFT CORP (MSFT) - 4.50%	SUZANO SA (n/a) - 7.56%
#3	AMAZON.COM INC (AMZN) - 3.87%	SMURFIT WESTROCK PLC (SW) - 6.39%
#4	ALPHABET INC CLASS A (GOOGL) - 3.33%	MONDI PLC (n/a) - 5.80%
#5	ALPHABET INC CLASS C (GOOG) - 2.73%	UPM-KYMMENE OYJ (n/a) - 5.74%
#6	BROADCOM INC (AVGO) - 2.68%	NINE DRAGONS PAPER (HOLDINGS) LTD (n/a) - 5.07%
#7	MICRON TECHNOLOGY INC (MU) - 2.25%	BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 4.78%
#8	CISCO SYSTEMS INC (CSCO) - 2.10%	INTERNATIONAL PAPER CO (IP) - 4.78%
#9	JPMORGAN CHASE & CO (JPM) - 1.70%	WEST FRASER TIMBER CO.LTD (n/a) - 4.52%
#10	ELI LILLY AND CO (LLY) - 1.67%	OJI HOLDINGS CORP (n/a) - 4.50%
#11	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.51%	n/a (n/a) - 4.48%
#12	ADVANCED MICRO DEVICES INC (AMD) - 1.51%	SVENSKA CELLULOSA AB CLASS B (n/a) - 4.32%
#13	VISA INC CLASS A (V) - 1.20%	SYLVAMO CORP ORDINARY SHARES WHEN ISSUED (SLVM) - 4.30%
#14	APPLIED MATERIALS INC (AMAT) - 1.18%	STORA ENSO OYJ CLASS R (n/a) - 4.29%
#15	CORNING INC (GLW) - 1.18%	RAYONIER INC (RYN) - 4.14%
#16	WALMART INC (WMT) - 1.17%	SUMITOMO FORESTRY CO LTD (n/a) - 4.02%
#17	LAM RESEARCH CORP (LRCX) - 1.16%	HOLMEN AB CLASS B (n/a) - 4.00%
#18	EXXONMOBIL HOLDINGS CORP (XOM) - 1.13%	NIPPON PAPER INDUSTRIES CO LTD (n/a) - 3.52%
#19	CATERPILLAR INC (CAT) - 1.01%	SCG PACKAGING PCL NVDR (n/a) - 2.86%
#20	INTEL CORP (INTC) - 0.99%	CAD/USD PURCHASED (n/a) - 2.59%
#21	COCA-COLA CO (KO) - 0.92%	CAD CASH (n/a) - 2.50%
#22	THE HOME DEPOT INC (HD) - 0.92%	JPY/USD PURCHASED (n/a) - 2.36%
#23	MERCK & CO INC (MRK) - 0.90%	GBP/USD PURCHASED (n/a) - 2.14%
#24	MORGAN STANLEY (MS) - 0.90%	EMPRESAS CMPC SA (n/a) - 2.09%
#25	MASTERCARD INC CLASS A (MA) - 0.89%	PT INDAH KIAT PULP & PAPER TBK (n/a) - 1.94%
Total Holdings	209	63

OALC vs WOOD - Historical Returns

Returns include dividend reinvestment.

Period	OALC	WOOD
1 month	-1.51%	+2.24%
3 months	+6.81%	-2.84%
6 months	+11.89%	-9.47%
1 year	+22.55%	-3.70%
5 years(CAGR)	+10.91%	-2.67%
10 years(CAGR)	N/A	+5.55%
Max(CAGR)	+10.91%	+3.84%

OALC

-1.51%

Winner

WOOD

+2.24%

Winner

OALC

+6.81%

WOOD

-2.84%

Winner

OALC

+11.89%

WOOD

-9.47%

Winner

OALC

+22.55%

WOOD

-3.70%

5Y(CAGR)

Winner

OALC

+10.91%

WOOD

-2.67%

10Y(CAGR)

OALC

N/A

WOOD

+5.55%

Max(CAGR)

Winner

OALC

+10.91%

WOOD

+3.84%

OALC vs WOOD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	OALC	WOOD
2026	+12.87%	-4.98%
2025	+20.25%	-3.16%
2024	+20.64%	-3.47%
2023	+22.32%	+13.46%
2022	-17.64%	-18.86%
2021	-0.54%	+17.65%
2020	N/A	+20.67%
2019	N/A	+19.41%
2018	N/A	-18.93%
2017	N/A	+33.95%
2016	N/A	+15.79%
2015	N/A	-8.05%
2014	N/A	+3.51%
2013	N/A	+15.18%
2012	N/A	+21.19%
2011	N/A	-17.28%
2010	N/A	+13.88%
2009	N/A	+38.49%
2008	N/A	-38.85%

OALC vs WOOD Drawdown Comparison

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

The maximum drawdown for WOOD was -63.24%, occurring on Mar 9, 2009. Recovery took 585 trading sessions.

The current OALC drawdown is -2.56%. The current WOOD drawdown is -21.74%.

Rank	OALC	WOOD
#1	-26.82% Nov 16, 2021 - Jan 11, 2024	-63.24% Sep 19, 2008 - Jan 14, 2011
#2	-17.64% Jan 23, 2025 - Jun 9, 2025	-50.20% Jun 6, 2018 - Dec 16, 2020
#3	-8.76% Jul 16, 2024 - Sep 19, 2024	-34.33% Apr 4, 2011 - Mar 27, 2013
#4	-8.42% Feb 2, 2026 - Apr 13, 2026	-31.85% May 10, 2021 - Sep 26, 2022
#5	-5.93% Mar 27, 2024 - Jun 5, 2024	-29.49% Feb 13, 2015 - Dec 8, 2016
#6	-5.55% Oct 29, 2025 - Dec 10, 2025	-11.99% May 20, 2013 - Sep 11, 2013
#7	-4.94% Jun 2, 2026 - Jun 10, 2026	-11.11% Mar 6, 2014 - Dec 23, 2014
#8	-4.44% Dec 6, 2024 - Jan 21, 2025	-9.05% Jun 25, 2008 - Aug 8, 2008
#9	-2.97% Dec 11, 2025 - Dec 24, 2025	-8.41% Sep 3, 2008 - Sep 19, 2008
#10	-2.85% Oct 8, 2025 - Oct 24, 2025	-8.40% Jan 29, 2018 - Feb 26, 2018
#11	-2.82% Feb 9, 2024 - Mar 1, 2024	-7.53% Feb 17, 2011 - Mar 29, 2011
#12	-2.47% Jan 12, 2026 - Jan 27, 2026	-6.46% Jan 16, 2014 - Feb 14, 2014
#13	-2.45% Nov 11, 2024 - Nov 29, 2024	-6.29% Mar 28, 2013 - May 8, 2013
#14	-2.29% Oct 14, 2024 - Nov 6, 2024	-5.44% Aug 8, 2008 - Sep 3, 2008
#15	-2.25% May 14, 2026 - May 26, 2026	-5.09% Sep 18, 2013 - Oct 16, 2013

Correlation

Correlation between OALC and WOOD is -0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.05

-101

Dividend Comparison (2008 - 2026)

OALC vs WOOD dividend yield comparison.

Year	OALC	WOOD
2026	0.00%	0.92%
2025	0.61%	2.51%
2024	0.70%	2.09%
2023	0.40%	1.64%
2022	0.40%	2.26%
2021	0.06%	1.24%
2020	0.00%	0.98%
2019	0.00%	1.85%
2018	0.00%	2.82%
2017	0.00%	1.19%
2016	0.00%	1.65%
2015	0.00%	2.04%
2014	0.00%	1.71%
2013	0.00%	1.55%
2012	0.00%	1.29%
2011	0.00%	2.42%
2010	0.00%	2.48%
2009	0.00%	1.08%
2008	0.00%	1.57%