OASC vs SPUC

Comparison between ONEASCENT SMALL CAP CORE ETF (OASC, ETF) and SIMPLIFY US EQUITY PLUS UPSIDE CONVEXITY ETF (SPUC, ETF).

OASC vs SPUC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OASC(ETF)	SPUC(ETF)
Net Assets	$92M	$92M
Expense Ratio	0.69%	0.53%
Max Drawdown	27.33%	29.80%
Sharpe Ratio	1.41	0.94
5Y Beta	1.01	1.31
P/E Ratio	31.53	N/A
Forward P/E	15.67	N/A
5Y Dividends CAGR	N/A	90.27%
5Y EPS CAGR	11.49%	N/A
Debt to Equity	63.02%	N/A
P/S Ratio	1.19	N/A
P/B Ratio	2.09	N/A

Net Assets

OASC

$92M

Winner

SPUC

$92M

Expense Ratio

OASC

0.69%

Winner

SPUC

0.53%

Max Drawdown

Winner

OASC

27.33%

SPUC

29.80%

Sharpe Ratio

Winner

OASC

1.41

SPUC

0.94

5Y Beta

Winner

OASC

1.01

SPUC

1.31

P/E Ratio

OASC

31.53

SPUC

N/A

Forward P/E

OASC

15.67

SPUC

N/A

5Y Dividends CAGR

OASC

N/A

SPUC

90.27%

5Y EPS CAGR

OASC

11.49%

SPUC

N/A

Debt to Equity

OASC

63.02%

SPUC

N/A

P/S Ratio

OASC

1.19

SPUC

N/A

P/B Ratio

OASC

2.09

SPUC

N/A

OASC vs SPUC - Holdings Comparison

OASC and SPUC have 0 common holdings. Overlap is 0.00%

OASC's top 25 holdings weight is 23.98%. SPUC's top 25 holdings weight is 99.52%.

Rank	OASC	SPUC
#1	SANDISK CORP ORDINARY SHARES (SNDK) - 2.55%	ISHARES CORE S&P 500 ETF (IVV) - 99.52%
#2	US DOLLARS (n/a) - 1.84%	N/A
#3	SPX TECHNOLOGIES INC (SPXC) - 1.16%	N/A
#4	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.05%	N/A
#5	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.98%	N/A
#6	n/a (RKT) - 0.97%	N/A
#7	PIPER SANDLER COS (PIPR) - 0.94%	N/A
#8	STERLING INFRASTRUCTURE INC (STRL) - 0.94%	N/A
#9	KENNEDY-WILSON HOLDINGS INC (KW) - 0.93%	N/A
#10	LINCOLN NATIONAL CORP (LNC) - 0.91%	N/A
#11	INTERDIGITAL INC (IDCC) - 0.89%	N/A
#12	LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.87%	N/A
#13	CAVCO INDUSTRIES INC (CVCO) - 0.85%	N/A
#14	NORTHWESTERN ENERGY GROUP INC (NWE) - 0.82%	N/A
#15	FIRST HAWAIIAN INC (FHB) - 0.80%	N/A
#16	CUSHMAN & WAKEFIELD PLC (CWK) - 0.79%	N/A
#17	VIAVI SOLUTIONS INC (VIAV) - 0.78%	N/A
#18	S&T BANCORP INC (STBA) - 0.78%	N/A
#19	DYCOM INDUSTRIES INC (DY) - 0.77%	N/A
#20	UNITED COMMUNITY BANKS INC (UCB) - 0.77%	N/A
#21	INDEPENDENT BANK CORP (INDB) - 0.76%	N/A
#22	AVISTA CORP (AVA) - 0.73%	N/A
#23	BADGER METER INC (BMI) - 0.72%	N/A
#24	JACKSON FINANCIAL INC (JXN) - 0.70%	N/A
#25	NORTHWEST NATURAL HOLDING CO (NWN) - 0.68%	N/A
Total Holdings	226	1

OASC vs SPUC - Historical Returns

Returns include dividend reinvestment.

Period	OASC	SPUC
1 month	-1.14%	+0.84%
3 months	+7.21%	+6.91%
6 months	+12.57%	+8.62%
1 year	+32.32%	+18.94%
5 years(CAGR)	N/A	+12.80%
Max(CAGR)	+18.22%	+15.73%

OASC

-1.14%

Winner

SPUC

+0.84%

Winner

OASC

+7.21%

SPUC

+6.91%

Winner

OASC

+12.57%

SPUC

+8.62%

Winner

OASC

+32.32%

SPUC

+18.94%

5Y(CAGR)

OASC

N/A

SPUC

+12.80%

Max(CAGR)

Winner

OASC

+18.22%

SPUC

+15.73%

OASC vs SPUC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OASC	SPUC
2026	+17.80%	+9.51%
2025	+9.35%	+22.81%
2024	+10.35%	+26.68%
2023	N/A	+27.89%
2022	N/A	-25.38%
2021	N/A	+35.83%
2020	N/A	+9.53%

OASC vs SPUC Drawdown Comparison

The maximum drawdown for OASC was -26.99%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The maximum drawdown for SPUC was -29.20%, occurring on Oct 12, 2022. Recovery took 528 trading sessions.

The current OASC drawdown is -3.06%. The current SPUC drawdown is -0.81%.

Rank	OASC	SPUC
#1	-26.99% Nov 25, 2024 - Dec 10, 2025	-29.20% Dec 27, 2021 - Feb 2, 2024
#2	-8.79% Jul 31, 2024 - Oct 16, 2024	-28.17% Dec 4, 2024 - Jul 3, 2025
#3	-7.67% Feb 26, 2026 - Apr 8, 2026	-14.55% Jul 16, 2024 - Nov 7, 2024
#4	-4.68% Jun 30, 2026 - Jul 20, 2026	-11.59% Oct 29, 2025 - May 1, 2026
#5	-4.43% Nov 11, 2024 - Nov 25, 2024	-9.89% Mar 28, 2024 - Jun 11, 2024
#6	-4.41% May 6, 2026 - May 26, 2026	-8.67% Oct 12, 2020 - Nov 9, 2020
#7	-3.41% Oct 16, 2024 - Nov 6, 2024	-6.90% Sep 3, 2021 - Oct 25, 2021
#8	-3.10% Jan 22, 2026 - Feb 9, 2026	-6.15% Sep 4, 2020 - Oct 8, 2020
#9	-2.81% Jun 2, 2026 - Jun 11, 2026	-5.68% Feb 16, 2021 - Mar 15, 2021
#10	-2.76% Jul 16, 2024 - Jul 26, 2024	-5.37% Nov 18, 2021 - Dec 23, 2021
#11	-2.60% Dec 11, 2025 - Jan 6, 2026	-5.00% May 7, 2021 - Jun 28, 2021
#12	-2.45% Feb 9, 2026 - Feb 26, 2026	-4.87% Nov 11, 2024 - Nov 26, 2024
#13	-1.86% Apr 22, 2026 - Apr 30, 2026	-4.68% Jul 12, 2021 - Jul 23, 2021
#14	-1.85% Jan 15, 2026 - Jan 21, 2026	-4.46% Jun 2, 2026 - Jul 10, 2026
#15	-1.80% Jun 15, 2026 - Jun 22, 2026	-4.42% Oct 8, 2025 - Oct 27, 2025