OACP vs. EUSB
OACP (OneAscent Core Plus Bond ETF) and EUSB (iShares ESG Advanced Total USD Bond Market ETF) are both Intermediate Core-Plus Bond funds. OACP is actively managed, while EUSB is passively managed. Over the past 3 years, OACP returned 4.45%/yr vs 4.33%/yr for EUSB. Their correlation of 0.92 suggests significant overlap in exposure. OACP charges 0.77%/yr vs 0.12%/yr for EUSB.
Performance
OACP vs. EUSB - Performance Comparison
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Returns By Period
In the year-to-date period, OACP achieves a 0.33% return, which is significantly lower than EUSB's 0.35% return.
OACP
- 1D
- 0.09%
- 1M
- 0.83%
- YTD
- 0.33%
- 6M
- 0.49%
- 1Y
- 4.62%
- 3Y*
- 4.45%
- 5Y*
- —
- 10Y*
- —
EUSB
- 1D
- 0.07%
- 1M
- 0.71%
- YTD
- 0.35%
- 6M
- 0.62%
- 1Y
- 4.36%
- 3Y*
- 4.33%
- 5Y*
- 0.31%
- 10Y*
- —
OACP vs. EUSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OACP OneAscent Core Plus Bond ETF | 0.33% | 7.17% | 2.37% | 6.04% | -7.87% |
EUSB iShares ESG Advanced Total USD Bond Market ETF | 0.35% | 7.45% | 1.83% | 5.80% | -7.23% |
Correlation
The correlation between OACP and EUSB is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2022 | 0.92 |
The correlation between OACP and EUSB has been stable across timeframes, ranging from 0.91 to 0.92 - a consistent structural relationship.
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Return for Risk
OACP vs. EUSB — Risk / Return Rank
OACP
EUSB
OACP vs. EUSB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for OneAscent Core Plus Bond ETF (OACP) and iShares ESG Advanced Total USD Bond Market ETF (EUSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OACP | EUSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.08 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.22 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.77 | +0.02 |
| Martin ratioReturn relative to average drawdown | 4.94 | 5.02 | -0.08 |
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Drawdowns
OACP vs. EUSB - Drawdown Comparison
The maximum OACP drawdown since its inception was -11.81%, smaller than the maximum EUSB drawdown of -17.87%. Use the drawdown chart below to compare losses from any high point for OACP and EUSB.
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Drawdown Indicators
| OACP | EUSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.81% | -17.87% | +6.06% |
Max Drawdown (1Y)Largest decline over 1 year | -2.60% | -2.48% | -0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -5.89% | -5.76% | -0.13% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.45% | — |
Current DrawdownCurrent decline from peak | -1.20% | -1.15% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -3.56% | -6.45% | +2.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.87% | +0.07% |
Volatility
OACP vs. EUSB - Volatility Comparison
OneAscent Core Plus Bond ETF (OACP) and iShares ESG Advanced Total USD Bond Market ETF (EUSB) have volatilities of 0.97% and 0.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OACP | EUSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.97% | 0.99% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.67% | 2.57% | +0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.50% | 3.50% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.78% | 5.78% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.78% | 5.40% | +0.38% |
OACP vs. EUSB - Expense Ratio Comparison
OACP has a 0.77% expense ratio, which is higher than EUSB's 0.12% expense ratio.
Dividends
OACP vs. EUSB - Dividend Comparison
OACP's dividend yield for the trailing twelve months is around 4.37%, more than EUSB's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
EUSB iShares ESG Advanced Total USD Bond Market ETF | 3.96% | 3.84% | 3.67% | 3.08% | 2.21% | 1.10% | 0.57% |
OACP OneAscent Core Plus Bond ETF | 4.37% | 4.46% | 4.51% | 3.87% | 2.34% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, OACP and EUSB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
EUSB has higher volatility (0.99%) compared to OACP (0.97%). In terms of maximum drawdown, OACP dropped -11.81% vs EUSB's -17.87%.
On 3-year performance, OACP leads with 4.45% vs 4.33% for EUSB. On fees, EUSB is cheaper at 0.12% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, OACP has performed better with a 4.45% return vs 4.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
EUSB is cheaper with a 0.12% expense ratio, compared with 0.77% for OACP.
OACP has the higher dividend yield at 4.37%, compared with 3.96% for EUSB.
They also come from different issuers: Oneascent and iShares. Their fees differ too: 0.77% for OACP and 0.12% for EUSB.
OACP currently has the higher Sharpe Ratio (1.33 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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