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