OALCvsSMAXETF Comparison
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OneAscent Large Cap Core ETF (OALC) belongs to the US Large Cap segment. iShares Large Cap Max Buffer Sep ETF (SMAX) is part of the Options Strategies segment. OALC's top 3 sector exposures are Technology, Finance and Industrials. In contrast, SMAX's top sector exposures are Technology, Finance and Healthcare. OALC is more expensive with a Total Expense Ratio (TER) of 0.58%, versus 0.53% for SMAX. OALC is up 14.69% year-to-date (YTD) with +$38M in YTD flows. SMAX performs worse with 5.39% YTD performance, and -$34M in YTD flows. Run a side-by-side ETF comparison of OALC and SMAX 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 SMAX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OALC SMAX | -3.93%+0.43% | -0.27%+1.88% | +14.69%+5.39% | +18.02%+7.25% | +78.71%n/a | n/an/a |
| Flows | OALC SMAX | +$9M-$1M | +$19M-$4M | +$38M-$34M | +$66M+$515K | +$144M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OALC SMAX | +13.29%+2.03% | +14.36%+2.77% | +15.07%n/a | n/an/a |
| Max drawdown | OALC SMAX | -4.54%-0.43% | -8.61%-1.93% | -17.48%n/a | n/an/a |
| Max drawdown duration | OALC SMAX | 34d15d | 72d44d | 133dn/a | n/an/a |
Trading data
OALC | SMAX | |
Last sale 9/17/2026 at 3:52 PM | $41.07 | $28.34 |
| Previous close 09/16/2026 | $40.66 | $28.32 |
| Consolidated volume 09/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Main metrics
Last update 9/17/2026 at 3:52 PM
Live
Closed
OALC | SMAX | |
|---|---|---|
| Last price | $41.07 | $28.34 |
| 1D performance | +1.00% | +0.07% |
| AuM | $260.79 M | $88.42 M |
| E/R | 0.58% | 0.53% |
Characteristics
OALC | SMAX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | OneAscent Investments | iShares |
| Benchmark | - | - |
| N° of holdings | 238 | 501 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2021 | September 30, 2024 |
| ESG | Yes | No |
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Exposure
Countries
OALC
USA
97.87%
Other
2.13%
SMAX
USA
102.01%
Other
-2.01%
Sectors
OALC
Technology
42.89%
Finance
13.62%
Industrials
9.19%
Consumer Non-Cycl.
8.62%
Healthcare
7.72%
Other
17.96%
SMAX
Technology
46.23%
Finance
14.48%
Healthcare
9.28%
Consumer Non-Cycl.
9.23%
Industrials
8.09%
Other
12.68%
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Diversification
OALC
Total weight of top 15 holdings out of 15
39.55%
SMAX
Total weight of top 15 holdings out of 15
45.4%
Top 15 holdings
Data as of July 31, 2026
OALC
NVIDIA Corp.
7.57%
Microsoft Corp.
5.84%
Amazon.com, Inc.
4.22%
Alphabet, Inc.
3.39%
Broadcom Inc.
2.92%
Alphabet, Inc.
2.78%
JPMorgan Chase & Co.
1.75%
Eli Lilly & Co.
1.69%
Cisco Systems, Inc.
1.59%
Berkshire Hathaway, Inc.
1.58%
Micron Technology, Inc.
1.46%
Visa, Inc.
1.30%
Advanced Micro Devices, Inc.
1.23%
ExxonMobil Holdings Corp.
1.12%
The Coca-Cola Co.
1.12%
SMAX
Apple, Inc.
7.90%
NVIDIA Corp.
7.62%
Microsoft Corp.
5.40%
Amazon.com, Inc.
3.72%
Alphabet, Inc.
3.16%
Broadcom Inc.
2.96%
Alphabet, Inc.
2.54%
Meta Platforms, Inc.
1.91%
Micron Technology, Inc.
1.59%
JPMorgan Chase & Co.
1.52%
Berkshire Hathaway, Inc.
1.51%
Eli Lilly & Co.
1.47%
BlackRock Cash Funds - Treasury
1.42%
Tesla, Inc.
1.40%
Advanced Micro Devices, Inc.
1.28%
Frequently asked questions about OALC and SMAX
How have the OALC and SMAX ETFs performed in 2026?
As of September 16, 2026, OALC is up 14.69% year-to-date (YTD), while SMAX has returned 5.39%. That puts OALC better performer ahead so far this year.
Which ETF is attracting more investor money: OALC or SMAX?
Year-to-date, the OALC ETF saw +$38M in flows, compared to -$34M for SMAX.
Which ETF is more volatile: OALC or SMAX?
Over the past year, OALC had a volatility of 14.36%, while SMAX experienced 2.77%.
Which ETF is bigger: OALC or SMAX?
As of September 16, 2026, OALC holds $260.79 M in assets under management (AUM), while SMAX manages $88.42 M.
What sectors do the OALC and SMAX ETFs invest in?
OALC leans toward sectors like Technology, Finance and Industrials. Meanwhile, SMAX focuses on Technology, Finance and Healthcare.
What are the top holdings of the OALC ETF and SMAX ETF?
OALC top holdings include NVIDIA Corp., Microsoft Corp. and Amazon.com, Inc.. SMAX holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: OALC or SMAX?
OALC holds 241 securities with 39.55% of its assets in the top 15. SMAX has 504 securities and a top 15 weight of 45.4%.
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