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OALCvsSEPIETF Comparison
OneAscent Large Cap Core ETF (OALC) belongs to the US Large Cap segment. Shelton Equity Premium Income ETF (SEPI) is part of the Options Strategies segment. OALC's top 3 sector exposures are Information Technology, Consumer Discretionary and Financials. In contrast, SEPI's top sector exposures are Information Technology, Communication Services and Financials. OALC is more expensive with a Total Expense Ratio (TER) of 0.58%, versus 0.54% for SEPI. OALC is up 0.14% year-to-date (YTD) with +$9M in YTD flows. SEPI performs worse with -1.25% YTD performance, and +$28M in YTD flows. Run a side-by-side ETF comparison of OALC and SEPI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
OALC vs SEPI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OALC SEPI | -1.96%-2.61% | -0.52%-1.11% | +0.14%-1.25% | +24.71%n/a | +72.63%n/a | n/an/a |
| Flows | OALC SEPI | +$5M+$16M | +$14M+$33M | +$9M+$28M | +$52M- | +$118M- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OALC SEPI | +12.73%+11.63% | +17.22%n/a | +14.47%n/a | n/an/a |
| Max drawdown | OALC SEPI | -3.59%-4.28% | -12.16%n/a | -17.48%n/a | n/an/a |
| Max drawdown duration | OALC SEPI | 41d36d | 46dn/a | 133dn/a | n/an/a |
OALC | SEPI | |
Last sale 3/11/2026 at 1:30 PM | $35.43 | |
| Previous close 03/11/2026 | $35.48 | |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
OALC | SEPI | |
|---|---|---|
| Last price | $35.43 | – |
| 1D performance | -0.14% | – |
| AuM | $202.01 M | $82.57 M |
| E/R | 0.58% | 0.54% |
OALC | SEPI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | OneAscent Investments | Shelton Capital Management |
| Benchmark | - | - |
| N° of holdings | 198 | 39 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2021 | September 5, 2025 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the OALC and SEPI ETFs performed in 2026?
As of March 10, 2026, OALC is up 0.14% year-to-date (YTD), while SEPI has lost -1.25%. That puts OALC better performer ahead so far this year.
Which ETF is attracting more investor money: OALC or SEPI?
Year-to-date, the OALC ETF saw +$9M in flows, compared to +$28M for SEPI.
Which ETF is bigger: OALC or SEPI?
As of March 10, 2026, OALC holds $202.01 M in assets under management (AUM), while SEPI manages $82.57 M.
What sectors do the OALC and SEPI ETFs invest in?
OALC leans toward sectors like Information Technology, Consumer Discretionary and Financials. Meanwhile, SEPI focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the OALC ETF and SEPI ETF?
OALC top holdings include NVIDIA, MICROSOFT-T and AMAZON.COM INC. SEPI holds in its top three: CATERPILLAR, ALPHABET INC-CL and APPLE.
Which ETF is more diversified: OALC or SEPI?
OALC holds 201 securities with 38.93% of its assets in the top 15. SEPI has 39 securities and a top 15 weight of 58.31%.
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