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SMIZvsOASCETF Comparison
Zacks Small/Mid Cap ETF (SMIZ) belongs to the US Multi-Factor segment. OneAscent Small Cap Core ETF (OASC) is part of the US Small Cap segment. SMIZ's top 3 sector exposures are Information Technology, Financials and Industrials. In contrast, OASC's top sector exposures are Financials, Information Technology and Health Care. SMIZ is less expensive with a Total Expense Ratio (TER) of 0.87%, versus 1.38% for OASC. SMIZ is up 1.78% year-to-date (YTD) with +$28M in YTD flows. OASC performs worse with 1.33% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of SMIZ and OASC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SMIZ vs OASC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SMIZ OASC | -5.37%-3.97% | -1.61%-1.45% | +1.78%+1.33% | +27.13%+20.71% | n/an/a | n/an/a |
| Flows | SMIZ OASC | +$10M-$6K | +$33M+$18K | +$28M+$2M | +$59M+$46M | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SMIZ OASC | +17.14%+16.10% | +20.37%+21.89% | n/an/a | n/an/a |
| Max drawdown | SMIZ OASC | -6.18%-5.61% | -14.05%-15.33% | n/an/a | n/an/a |
| Max drawdown duration | SMIZ OASC | 30d13d | 45d49d | n/an/a | n/an/a |
SMIZ | OASC | |
Last sale 3/13/2026 at 2:32 PM | $37.30 | $29.29 |
| Previous close 03/12/2026 | $37.06 | $29.83 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
SMIZ | OASC | |
|---|---|---|
| Last price | $37.30 | $29.29 |
| 1D performance | +0.65% | -1.81% |
| AuM | $196.88 M | $70.75 M |
| E/R | 0.87% | 1.38% |
SMIZ | OASC | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Zacks ETFs | OneAscent Investments |
| Benchmark | - | - |
| N° of holdings | 186 | 171 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 3, 2023 | June 13, 2024 |
| ESG | No | Yes |
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 SMIZ and OASC ETFs performed in 2026?
As of March 11, 2026, SMIZ is up 1.78% year-to-date (YTD), while OASC has returned 1.33%. That puts SMIZ better performer ahead so far this year.
Which ETF is attracting more investor money: SMIZ or OASC?
Year-to-date, the SMIZ ETF saw +$28M in flows, compared to +$2M for OASC.
Which ETF is more volatile: SMIZ or OASC?
Over the past year, SMIZ had a volatility of 20.37%, while OASC experienced 21.89%.
Which ETF is bigger: SMIZ or OASC?
As of March 11, 2026, SMIZ holds $196.88 M in assets under management (AUM), while OASC manages $70.75 M.
What sectors do the SMIZ and OASC ETFs invest in?
SMIZ leans toward sectors like Information Technology, Financials and Industrials. Meanwhile, OASC focuses on Financials, Information Technology and Health Care.
What are the top holdings of the SMIZ ETF and OASC ETF?
SMIZ top holdings include EMCOR GROUP, ARISTA NETWORKS and NORTHERN TRUST. OASC holds in its top three: CNA FINANCIAL, CINCINNATI FINANCIAL and SYNCHRONY FINANCIAL.
Which ETF is more diversified: SMIZ or OASC?
SMIZ holds 188 securities with 15.94% of its assets in the top 15. OASC has 172 securities and a top 15 weight of 22.84%.
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