OALCvsUDIVETF Comparison
OneAscent Large Cap Core ETF (OALC) belongs to the US Large Cap segment. Franklin U.S. Core Dividend Tilt Index ETF (UDIV) is part of the US High Dividend segment. OALC's top 3 sector exposures are Information Technology, Consumer Discretionary and Financials. In contrast, UDIV'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 0.06% for UDIV. OALC is up 15.46% year-to-date (YTD) with +$21M in YTD flows. UDIV performs worse with 14.4% YTD performance, and +$12M in YTD flows. Run a side-by-side ETF comparison of OALC and UDIV 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 UDIV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OALC UDIV | +3.63%+2.47% | +17.41%+15.96% | +15.46%+14.40% | +32.01%+31.65% | +83.80%+87.22% | n/a+96.85% |
| Flows | OALC UDIV | +$9M+$6M | +$11M+$12M | +$21M+$12M | +$55M+$43M | +$129M+$62M | -+$61M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OALC UDIV | +17.92%+15.51% | +13.67%+12.53% | +14.85%+15.06% | n/a+15.49% |
| Max drawdown | OALC UDIV | -5.07%-4.51% | -8.61%-8.29% | -17.48%-19.04% | n/a-23.39% |
| Max drawdown duration | OALC UDIV | 16d16d | 72d63d | 133d126d | n/a694d |
OALC | UDIV | |
Last sale 6/18/2026 at 1:30 PM | $40.89 | $60.55 |
| Previous close 06/18/2026 | $40.30 | $59.78 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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OALC | UDIV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
OALC | UDIV | |
|---|---|---|
| Last price | $40.89 | $60.55 |
| 1D performance | +1.47% | +1.29% |
| AuM | $245.16 M | $136.08 M |
| E/R | 0.58% | 0.06% |
OALC | UDIV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | OneAscent Investments | Franklin Templeton |
| Benchmark | - | Morningstar US Dividend Enhanced Select Index |
| N° of holdings | 198 | 273 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 16, 2021 | June 1, 2016 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
