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OACP vs. FIBR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

OACP vs. FIBR

Last updated Jun 4, 2026

OACP (OneAscent Core Plus Bond ETF) and FIBR (iShares U.S. Fixed Income Balanced Risk Systematic ETF) are both Intermediate Core-Plus Bond funds. OACP is actively managed, while FIBR is passively managed. Over the past 3 years, OACP returned 4.37%/yr vs 6.70%/yr for FIBR. Their correlation of 0.84 suggests significant overlap in exposure. OACP charges 0.77%/yr vs 0.25%/yr for FIBR.

Performance

OACP vs. FIBR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OneAscent Core Plus Bond ETF (OACP) and iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OACP achieves a 0.04% return, which is significantly lower than FIBR's 0.06% return.

OACP

1D
-0.18%
1M
0.34%
YTD
0.04%
6M
0.07%
1Y
5.47%
3Y*
4.37%
5Y*
—
10Y*
—

FIBR

1D
-0.27%
1M
0.22%
YTD
0.06%
6M
-0.05%
1Y
5.34%
3Y*
6.70%
5Y*
1.54%
10Y*
2.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OACP vs. FIBR - Yearly Performance Comparison

2026 (YTD)2025202420232022
OACP
OneAscent Core Plus Bond ETF		0.04%7.17%2.37%6.04%-7.80%
FIBR
iShares U.S. Fixed Income Balanced Risk Systematic ETF		0.06%8.32%6.04%8.22%-7.36%

Correlation

The correlation between OACP and FIBR is 0.86, 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

0.86

Correlation (3Y)
Calculated over the trailing 3-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Apr 1, 2022

0.85

The correlation between OACP and FIBR has been stable across timeframes, ranging from 0.82 to 0.86 - a consistent structural relationship.

OACP vs. FIBR - Sectors Allocation Comparison

Sectors
OACP
FIBR

Financial Services

1.1%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

100.0%

Healthcare

-

-

Industrials

-

-

Real Estate

-

-

Technology

-

-

Utilities

-

-

Financial Services

OACP
1.1%
FIBR

-

Basic Materials

OACP

-

FIBR

-

Communication Services

OACP

-

FIBR

-

Consumer Cyclical

OACP

-

FIBR

-

Consumer Defensive

OACP

-

FIBR

-

Energy

OACP

-

FIBR
100.0%

Healthcare

OACP

-

FIBR

-

Industrials

OACP

-

FIBR

-

Real Estate

OACP

-

FIBR

-

Technology

OACP

-

FIBR

-

Utilities

OACP

-

FIBR

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

OneAscent Core Plus Bond ETF

iShares U.S. Fixed Income Balanced Risk Systematic ETF

Often compared with OACP:
OACP vs. UCONOACP vs. APCBOACP vs. CFITOACP vs. ZHOGOACP vs. BNDPOACP vs. KDRNOACP vs. OALC
Often compared with FIBR:
FIBR vs. CGBLFIBR vs. EAGGFIBR vs. ISTBFIBR vs. FDHYFIBR vs. RAVIFIBR vs. AGGFIBR vs. BIL

Return for Risk

OACP vs. FIBR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
OACP
OACP Risk / Return Rank: 4444
Overall Rank
OACP Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
OACP Sortino Ratio Rank: 4646
Sortino Ratio Rank
OACP Omega Ratio Rank: 4444
Omega Ratio Rank
OACP Calmar Ratio Rank: 4343
Calmar Ratio Rank
OACP Martin Ratio Rank: 3939
Martin Ratio Rank
FIBR
FIBR Risk / Return Rank: 3838
Overall Rank
FIBR Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
FIBR Sortino Ratio Rank: 3939
Sortino Ratio Rank
FIBR Omega Ratio Rank: 3939
Omega Ratio Rank
FIBR Calmar Ratio Rank: 3636
Calmar Ratio Rank
FIBR Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OACP vs. FIBR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OneAscent Core Plus Bond ETF (OACP) and iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR). 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.

OACPFIBRDifference
Sharpe ratioReturn per unit of total volatility
1.55
1.41

+0.14

Sortino ratioReturn per unit of downside risk
2.29
2.02

+0.27

Omega ratioGain probability vs. loss probability

1.28

1.26

+0.02

Calmar ratioReturn relative to maximum drawdown

2.12

1.79

+0.32

Martin ratioReturn relative to average drawdown

6.18

5.50

+0.69

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OACP vs. FIBR - Sharpe Ratio Comparison

The current OACP Sharpe Ratio is 1.55, which is comparable to the FIBR Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of OACP and FIBR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

OACPFIBRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.55

1.41

+0.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.27

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.46

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.50

-0.21

Drawdowns

OACP vs. FIBR - Drawdown Comparison

The maximum OACP drawdown since its inception was -11.81%, smaller than the maximum FIBR drawdown of -18.47%. Use the drawdown chart below to compare losses from any high point for OACP and FIBR.

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Drawdown Indicators

OACPFIBRDifference

Max Drawdown

Largest peak-to-trough decline

-11.81%

-18.47%

+6.66%

Max Drawdown (1Y)

Largest decline over 1 year

-2.60%

-2.99%

+0.39%

Max Drawdown (3Y)

Largest decline over 3 years

-5.89%

-3.08%

-2.81%

Max Drawdown (5Y)

Largest decline over 5 years

—

-18.47%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-18.47%

—

Current Drawdown

Current decline from peak

-1.49%

-1.79%

+0.30%

Average Drawdown

Average peak-to-trough decline

-3.60%

-3.27%

-0.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.89%

0.97%

-0.08%

Volatility

OACP vs. FIBR - Volatility Comparison

The current volatility for OneAscent Core Plus Bond ETF (OACP) is 1.26%, while iShares U.S. Fixed Income Balanced Risk Systematic ETF (FIBR) has a volatility of 1.40%. This indicates that OACP experiences smaller price fluctuations and is considered to be less risky than FIBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

OACPFIBRDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.26%

1.40%

-0.14%

Volatility (6M)

Calculated over the trailing 6-month period

2.57%

3.10%

-0.53%

Volatility (1Y)

Calculated over the trailing 1-year period

3.54%

3.80%

-0.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.81%

5.63%

+0.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.81%

4.95%

+0.86%

OACP vs. FIBR - Expense Ratio Comparison

OACP has a 0.77% expense ratio, which is higher than FIBR's 0.25% expense ratio.

Dividends

OACP vs. FIBR - Dividend Comparison

OACP's dividend yield for the trailing twelve months is around 4.38%, less than FIBR's 4.62% yield.

PositionTTM20252024202320222021202020192018201720162015
FIBR
iShares U.S. Fixed Income Balanced Risk Systematic ETF		4.62%4.78%5.04%4.44%3.27%1.92%2.57%3.27%3.61%2.74%2.92%2.26%
OACP
OneAscent Core Plus Bond ETF		4.38%4.46%4.51%3.87%2.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

OACP and FIBR have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FIBR has higher volatility (1.40%) compared to OACP (1.26%). In terms of maximum drawdown, OACP dropped -11.81% vs FIBR's -18.47%.

On 3-year performance, FIBR leads with 6.70% vs 4.37% for OACP. On fees, FIBR is cheaper at 0.25% per year. On volatility, OACP has been the lower-risk option at 1.26%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, FIBR has performed better with a 6.70% return vs 4.37%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FIBR is cheaper with a 0.25% expense ratio, compared with 0.77% for OACP.

FIBR has the higher dividend yield at 4.62%, compared with 4.38% for OACP.

They also come from different issuers: Oneascent and iShares. Their fees differ too: 0.77% for OACP and 0.25% for FIBR.

OACP currently has the higher Sharpe Ratio (1.55 vs 1.41), 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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