OASC vs SPXE
Comparison between ONEASCENT SMALL CAP CORE ETF (OASC, ETF) and PROSHARES S&P 500 EX-ENERGY ETF (SPXE, ETF).
OASC vs SPXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OASC
$84M
SPXE
$84M
Expense Ratio
OASC
0.69%
Winner
SPXE
0.09%
Max Drawdown
Winner
OASC
27.33%
SPXE
32.27%
Sharpe Ratio
Winner
OASC
1.55
SPXE
1.48
5Y Beta
OASC
1.00
Winner
SPXE
0.98
P/E Ratio
OASC
28.96
Winner
SPXE
28.16
Forward P/E
Winner
OASC
15.18
SPXE
22.07
5Y Dividends CAGR
OASC
N/A
SPXE
9.62%
5Y EPS CAGR
OASC
11.41%
Winner
SPXE
28.43%
Debt to Equity
OASC
63.28%
Winner
SPXE
38.88%
P/S Ratio
Winner
OASC
1.22
SPXE
3.71
P/B Ratio
Winner
OASC
2.03
SPXE
5.75
OASC vs SPXE - Holdings Comparison
OASC and SPXE have 2 common holdings. Overlap is 0.05%
OASC's top 25 holdings weight is 23.98%. SPXE's top 25 holdings weight is 50.61%.
| Rank | OASC | SPXE |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.55% | NVIDIA CORP (NVDA) - 8.08% |
| #2 | US DOLLARS (n/a) - 1.84% | APPLE INC (AAPL) - 7.10% |
| #3 | SPX TECHNOLOGIES INC (SPXC) - 1.16% | MICROSOFT CORP (MSFT) - 4.89% |
| #4 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.05% | AMAZON.COM INC (AMZN) - 3.86% |
| #5 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.98% | ALPHABET INC CLASS A (GOOGL) - 3.47% |
| #6 | n/a (RKT) - 0.97% | BROADCOM INC (AVGO) - 2.93% |
| #7 | PIPER SANDLER COS (PIPR) - 0.94% | ALPHABET INC CLASS C (GOOG) - 2.77% |
| #8 | STERLING INFRASTRUCTURE INC (STRL) - 0.94% | META PLATFORMS INC CLASS A (META) - 2.07% |
| #9 | KENNEDY-WILSON HOLDINGS INC (KW) - 0.93% | TESLA INC (TSLA) - 1.78% |
| #10 | LINCOLN NATIONAL CORP (LNC) - 0.91% | MICRON TECHNOLOGY INC (MU) - 1.67% |
| #11 | INTERDIGITAL INC (IDCC) - 0.89% | ELI LILLY AND CO (LLY) - 1.50% |
| #12 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #13 | CAVCO INDUSTRIES INC (CVCO) - 0.85% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #14 | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | FIRST HAWAIIAN INC (FHB) - 0.80% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #16 | CUSHMAN & WAKEFIELD PLC (CWK) - 0.79% | VISA INC CLASS A (V) - 0.90% |
| #17 | VIAVI SOLUTIONS INC (VIAV) - 0.78% | WALMART INC (WMT) - 0.88% |
| #18 | S&T BANCORP INC (STBA) - 0.78% | INTEL CORP (INTC) - 0.83% |
| #19 | DYCOM INDUSTRIES INC (DY) - 0.77% | CISCO SYSTEMS INC (CSCO) - 0.78% |
| #20 | UNITED COMMUNITY BANKS INC (UCB) - 0.77% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #21 | INDEPENDENT BANK CORP (INDB) - 0.76% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #22 | AVISTA CORP (AVA) - 0.73% | SALESFORCE INC (CRM) - 0.27% |
| #23 | BADGER METER INC (BMI) - 0.72% | AT&T INC (T) - 0.27% |
| #24 | JACKSON FINANCIAL INC (JXN) - 0.70% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.27% |
| #25 | NORTHWEST NATURAL HOLDING CO (NWN) - 0.68% | BOEING CO (BA) - 0.27% |
| Total Holdings | 226 | 444 |
OASC vs SPXE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OASC
+3.74%
SPXE
+0.48%
3M
Winner
OASC
+19.17%
SPXE
+12.09%
6M
Winner
OASC
+17.03%
SPXE
+8.95%
1Y
Winner
OASC
+35.69%
SPXE
+23.94%
5Y(CAGR)
OASC
N/A
SPXE
+13.09%
10Y(CAGR)
OASC
N/A
SPXE
+15.58%
Max(CAGR)
Winner
OASC
+19.39%
SPXE
+15.42%
OASC vs SPXE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | OASC | SPXE |
|---|---|---|
| 2026 | +18.02% | +8.47% |
| 2025 | +9.35% | +18.31% |
| 2024 | +10.35% | +26.55% |
| 2023 | N/A | +27.91% |
| 2022 | N/A | -20.92% |
| 2021 | N/A | +29.87% |
| 2020 | N/A | +19.36% |
| 2019 | N/A | +31.91% |
| 2018 | N/A | -5.53% |
| 2017 | N/A | +24.01% |
| 2016 | N/A | +12.06% |
| 2015 | N/A | +7.21% |
OASC vs SPXE Drawdown Comparison
The maximum drawdown for OASC was -26.99%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for SPXE was -32.27%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current SPXE drawdown is -2.40%.
| Rank | OASC | SPXE |
|---|---|---|
| #1 | -26.99% Nov 25, 2024 - Dec 10, 2025 | -32.27% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -8.79% Jul 31, 2024 - Oct 16, 2024 | -26.49% Dec 29, 2021 - Dec 18, 2023 |
| #3 | -7.67% Feb 26, 2026 - Apr 8, 2026 | -18.90% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -4.43% Nov 11, 2024 - Nov 25, 2024 | -18.59% Oct 3, 2018 - Apr 8, 2019 |
| #5 | -4.41% May 6, 2026 - May 26, 2026 | -11.94% Dec 4, 2015 - Apr 14, 2016 |
| #6 | -3.41% Oct 16, 2024 - Nov 6, 2024 | -10.10% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -3.10% Jan 22, 2026 - Feb 9, 2026 | -9.17% Sep 2, 2020 - Nov 13, 2020 |
| #8 | -2.81% Jun 2, 2026 - Jun 11, 2026 | -8.71% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -2.76% Jul 16, 2024 - Jul 26, 2024 | -7.59% Jan 25, 2018 - Jul 24, 2018 |
| #10 | -2.60% Dec 11, 2025 - Jan 6, 2026 | -6.63% May 3, 2019 - Jun 20, 2019 |
| #11 | -2.45% Feb 9, 2026 - Feb 26, 2026 | -5.87% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -1.86% Apr 22, 2026 - Apr 30, 2026 | -5.74% Mar 28, 2024 - May 15, 2024 |
| #13 | -1.85% Jan 15, 2026 - Jan 21, 2026 | -5.64% Jun 8, 2016 - Jul 8, 2016 |
| #14 | -1.63% Jun 13, 2024 - Jun 24, 2024 | -5.55% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -1.30% Jun 28, 2024 - Jul 11, 2024 | -5.20% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between OASC and SPXE is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2015 - 2026)
OASC vs SPXE dividend yield comparison.
| Year | OASC | SPXE |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 0.53% | 0.99% |
| 2024 | 0.46% | 1.09% |
| 2023 | 0.00% | 1.29% |
| 2022 | 0.00% | 1.49% |
| 2021 | 0.00% | 0.94% |
| 2020 | 0.00% | 1.16% |
| 2019 | 0.00% | 1.38% |
| 2018 | 0.00% | 1.61% |
| 2017 | 0.00% | 1.65% |
| 2016 | 0.00% | 1.53% |
| 2015 | 0.00% | 0.51% |
Select Stocks to Compare
Popular: OASC vs SPYSPXE vs SPY
More Comparisons
Compare with similar stocks