OVL vs OALC

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

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

OVL vs OALC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

OVL

$221M

OALC

$220M

Expense Ratio

OVL

0.79%

Winner

OALC

0.49%

Max Drawdown

OVL

35.49%

Winner

OALC

26.86%

Sharpe Ratio

OVL

1.65

Winner

OALC

1.71

5Y Beta

OVL

1.12

Winner

OALC

0.95

P/E Ratio

OVL

N/A

OALC

28.25

Forward P/E

OVL

N/A

OALC

22.16

5Y Dividends CAGR

OVL

28.91%

OALC

N/A

5Y EPS CAGR

OVL

N/A

OALC

25.18%

Debt to Equity

OVL

N/A

OALC

16.28%

P/S Ratio

OVL

N/A

OALC

3.64

P/B Ratio

OVL

N/A

OALC

5.69

OVL vs OALC - Holdings Comparison

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

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

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

OVL vs OALC - Historical Returns

Returns include dividend reinvestment.

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

OVL

+1.74%

Winner

OALC

+2.55%

OVL

+9.29%

Winner

OALC

+11.45%

OVL

+10.03%

Winner

OALC

+12.33%

Winner

OVL

+30.63%

OALC

+29.26%

5Y(CAGR)

Winner

OVL

+13.68%

OALC

+10.98%

Max(CAGR)

Winner

OVL

+17.41%

OALC

+10.98%

OVL vs OALC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

OVL vs OALC Drawdown Comparison

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

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

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

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