OALCvsEPSETF Comparison
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OneAscent Large Cap Core ETF (OALC) and WisdomTree U.S. LargeCap Fund (EPS) belong to the same industry segment: US Large Cap. OALC's top 3 sector exposures are Technology, Finance and Industrials. In contrast, EPS's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. OALC is more expensive with a Total Expense Ratio (TER) of 0.58%, versus 0.08% for EPS. OALC is up 14.35% year-to-date (YTD) with +$55M in YTD flows. EPS performs worse with 12.51% YTD performance, and +$100M in YTD flows. Run a side-by-side ETF comparison of OALC and EPS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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OALC vs EPS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OALC EPS | -1.41%-1.12% | +0.97%+2.05% | +14.35%+12.51% | +14.62%+14.52% | +88.64%+86.27% | n/a+75.81% |
| Flows | OALC EPS | +$16M+$21K | +$31M+$28M | +$55M+$100M | +$70M+$156M | +$161M+$374M | -+$470M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OALC EPS | +11.68%+10.73% | +14.38%+12.29% | +15.04%+14.03% | n/a+16.20% |
| Max drawdown | OALC EPS | -4.82%-3.22% | -8.61%-8.40% | -17.48%-17.76% | n/a-23.62% |
| Max drawdown duration | OALC EPS | 78d19d | 72d70d | 133d128d | n/a707d |
Trading data
OALC | EPS | |
Last sale 11/2/2026 at 2:30 PM | $40.43 | $78.58 |
| Previous close 10/30/2026 | $40.47 | $78.98 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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OALC
is actively managed and doesn’t replicate an indexOALC | EPS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 11/2/2026 at 2:30 PM
Live
Closed
OALC | EPS | |
|---|---|---|
| Last price | $40.43 | $78.58 |
| 1D performance | -0.10% | -0.51% |
| AuM | $276.21 M | $1.63 B |
| E/R | 0.58% | 0.08% |
Characteristics
OALC | EPS | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | OneAscent Investments | WisdomTree |
| Benchmark | - | WisdomTree U.S. Large Cap Total Return Index |
| N° of holdings | 208 | 502 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2021 | February 23, 2007 |
| ESG | Yes | No |
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Exposure
Countries
OALC
USA
97.26%
Other
2.74%
EPS
USA
97.53%
Other
2.47%
Sectors
OALC
Technology
45.19%
Finance
12.66%
Industrials
8.55%
Consumer Non-Cycl.
8.01%
Healthcare
7.83%
Other
17.75%
EPS
Technology
45.05%
Finance
15.67%
Consumer Non-Cycl.
10.24%
Healthcare
9.95%
Other
19.1%
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Diversification
OALC
Total weight of top 15 holdings out of 15
40.45%
EPS
Total weight of top 15 holdings out of 15
45.54%
Top 15 holdings
Data as of September 30, 2026
OALC
NVIDIA Corp.
8.52%
Microsoft Corp.
6.38%
Amazon.com, Inc.
3.83%
Alphabet, Inc.
3.24%
Alphabet, Inc.
2.62%
Broadcom Inc.
2.61%
Micron Technology, Inc.
1.87%
Eli Lilly & Co.
1.68%
JPMorgan Chase & Co.
1.63%
Advanced Micro Devices, Inc.
1.57%
Berkshire Hathaway, Inc.
1.52%
Cisco Systems, Inc.
1.46%
Visa, Inc.
1.26%
ExxonMobil Holdings Corp.
1.16%
The Coca-Cola Co.
1.09%
EPS
NVIDIA Corp.
7.82%
Alphabet, Inc.
5.74%
Amazon.com, Inc.
5.72%
Apple, Inc.
5.62%
Microsoft Corp.
4.51%
Meta Platforms, Inc.
3.67%
JPMorgan Chase & Co.
2.06%
Micron Technology, Inc.
1.66%
Berkshire Hathaway, Inc.
1.65%
Broadcom Inc.
1.42%
ExxonMobil Holdings Corp.
1.39%
Johnson & Johnson
1.28%
Merck & Co., Inc.
1.07%
Eli Lilly & Co.
0.98%
Bank of America Corp.
0.97%
Frequently asked questions about OALC and EPS
How have the OALC and EPS ETFs performed in 2026?
As of October 30, 2026, OALC is up 14.35% year-to-date (YTD), while EPS has returned 12.51%. That puts OALC better performer ahead so far this year.
Which ETF is attracting more investor money: OALC or EPS?
Year-to-date, the OALC ETF saw +$55M in flows, compared to +$100M for EPS.
Which ETF is more volatile: OALC or EPS?
Over the past year, OALC had a volatility of 14.38%, while EPS experienced 12.29%.
Which ETF is bigger: OALC or EPS?
As of October 30, 2026, OALC holds $276.21 M in assets under management (AUM), while EPS manages $1.63 B.
What sectors do the OALC and EPS ETFs invest in?
OALC leans toward sectors like Technology, Finance and Industrials. Meanwhile, EPS focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the OALC ETF and EPS ETF?
OALC top holdings include NVIDIA Corp., Microsoft Corp. and Amazon.com, Inc.. EPS holds in its top three: NVIDIA Corp., Alphabet, Inc. and Amazon.com, Inc..
Which ETF is more diversified: OALC or EPS?
OALC holds 211 securities with 40.45% of its assets in the top 15. EPS has 502 securities and a top 15 weight of 45.54%.
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