OAIM vs. FICS
Compare and contrast key facts about OneAscent International Equity ETF (OAIM) and First Trust International Developed Capital Strength ETF (FICS).
OAIM and FICS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OAIM is an actively managed fund by Oneascent. It was launched on Sep 14, 2022. FICS is a passively managed fund by First Trust that tracks the performance of the The International Developed Capital Strength Index. It was launched on Dec 15, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAIM or FICS.
Key characteristics
| OAIM | FICS | |
|---|---|---|
| YTD Return | 7.83% | 4.28% |
| 1Y Return | 15.08% | 13.95% |
| Sharpe Ratio | 1.22 | 1.17 |
| Sortino Ratio | 1.76 | 1.70 |
| Omega Ratio | 1.21 | 1.19 |
| Calmar Ratio | 1.68 | 1.01 |
| Martin Ratio | 6.81 | 5.41 |
| Ulcer Index | 2.22% | 2.49% |
| Daily Std Dev | 12.38% | 11.55% |
| Max Drawdown | -14.69% | -29.16% |
| Current Drawdown | -5.82% | -8.15% |
Correlation
The correlation between OAIM and FICS is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OAIM vs. FICS - Performance Comparison
In the year-to-date period, OAIM achieves a 7.83% return, which is significantly higher than FICS's 4.28% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OAIM vs. FICS - Expense Ratio Comparison
OAIM has a 0.95% expense ratio, which is higher than FICS's 0.70% expense ratio.
Risk-Adjusted Performance
OAIM vs. FICS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OneAscent International Equity ETF (OAIM) and First Trust International Developed Capital Strength ETF (FICS). 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.
Dividends
OAIM vs. FICS - Dividend Comparison
OAIM's dividend yield for the trailing twelve months is around 1.80%, more than FICS's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
OAIM OneAscent International Equity ETF | 1.80% | 1.94% | 0.60% | 0.00% |
FICS First Trust International Developed Capital Strength ETF | 1.60% | 1.02% | 1.89% | 1.27% |
Drawdowns
OAIM vs. FICS - Drawdown Comparison
The maximum OAIM drawdown since its inception was -14.69%, smaller than the maximum FICS drawdown of -29.16%. Use the drawdown chart below to compare losses from any high point for OAIM and FICS. For additional features, visit the drawdowns tool.
Volatility
OAIM vs. FICS - Volatility Comparison
The current volatility for OneAscent International Equity ETF (OAIM) is 3.32%, while First Trust International Developed Capital Strength ETF (FICS) has a volatility of 4.37%. This indicates that OAIM experiences smaller price fluctuations and is considered to be less risky than FICS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.