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OALC vs. FTGS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

OALC vs. FTGS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OneAscent Large Cap Core ETF (OALC) and First Trust Growth Strength ETF (FTGS). The values are adjusted to include any dividend payments, if applicable.

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OALC vs. FTGS - Yearly Performance Comparison


2026 (YTD)2025202420232022
OALC
OneAscent Large Cap Core ETF
-3.32%20.36%19.64%22.03%4.99%
FTGS
First Trust Growth Strength ETF
-3.69%12.78%15.76%33.69%1.09%

Returns By Period

In the year-to-date period, OALC achieves a -3.32% return, which is significantly higher than FTGS's -3.69% return.


OALC

1D
2.70%
1M
-4.81%
YTD
-3.32%
6M
-0.95%
1Y
20.66%
3Y*
16.44%
5Y*
10Y*

FTGS

1D
2.76%
1M
-5.56%
YTD
-3.69%
6M
-5.18%
1Y
14.55%
3Y*
15.87%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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OALC vs. FTGS - Expense Ratio Comparison

OALC has a 0.49% expense ratio, which is lower than FTGS's 0.60% expense ratio.


Return for Risk

OALC vs. FTGS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OALC
OALC Risk / Return Rank: 7171
Overall Rank
OALC Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
OALC Sortino Ratio Rank: 6868
Sortino Ratio Rank
OALC Omega Ratio Rank: 6767
Omega Ratio Rank
OALC Calmar Ratio Rank: 7373
Calmar Ratio Rank
OALC Martin Ratio Rank: 8181
Martin Ratio Rank

FTGS
FTGS Risk / Return Rank: 4747
Overall Rank
FTGS Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
FTGS Sortino Ratio Rank: 4545
Sortino Ratio Rank
FTGS Omega Ratio Rank: 4545
Omega Ratio Rank
FTGS Calmar Ratio Rank: 5151
Calmar Ratio Rank
FTGS Martin Ratio Rank: 5151
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.

OALC vs. FTGS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OneAscent Large Cap Core ETF (OALC) and First Trust Growth Strength ETF (FTGS). 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.


OALCFTGSDifference

Sharpe ratio

Return per unit of total volatility

1.16

0.74

+0.42

Sortino ratio

Return per unit of downside risk

1.74

1.21

+0.52

Omega ratio

Gain probability vs. loss probability

1.25

1.17

+0.08

Calmar ratio

Return relative to maximum drawdown

1.94

1.28

+0.66

Martin ratio

Return relative to average drawdown

9.19

4.84

+4.36

OALC vs. FTGS - Sharpe Ratio Comparison

The current OALC Sharpe Ratio is 1.16, which is higher than the FTGS Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of OALC and FTGS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


OALCFTGSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.16

0.74

+0.42

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.97

-0.53

Correlation

The correlation between OALC and FTGS is 0.90, 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.


Dividends

OALC vs. FTGS - Dividend Comparison

OALC's dividend yield for the trailing twelve months is around 0.63%, more than FTGS's 0.10% yield.


TTM20252024202320222021
OALC
OneAscent Large Cap Core ETF
0.63%0.61%0.70%0.40%0.40%0.06%
FTGS
First Trust Growth Strength ETF
0.10%0.16%0.39%0.62%0.21%0.00%

Drawdowns

OALC vs. FTGS - Drawdown Comparison

The maximum OALC drawdown since its inception was -26.82%, which is greater than FTGS's maximum drawdown of -19.99%. Use the drawdown chart below to compare losses from any high point for OALC and FTGS.


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Drawdown Indicators


OALCFTGSDifference

Max Drawdown

Largest peak-to-trough decline

-26.82%

-19.99%

-6.83%

Max Drawdown (1Y)

Largest decline over 1 year

-10.89%

-11.83%

+0.94%

Current Drawdown

Current decline from peak

-5.95%

-6.92%

+0.97%

Average Drawdown

Average peak-to-trough decline

-7.29%

-2.80%

-4.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.30%

3.12%

-0.82%

Volatility

OALC vs. FTGS - Volatility Comparison

OneAscent Large Cap Core ETF (OALC) and First Trust Growth Strength ETF (FTGS) have volatilities of 5.58% and 5.51%, 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


OALCFTGSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.58%

5.51%

+0.07%

Volatility (6M)

Calculated over the trailing 6-month period

10.09%

10.24%

-0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

17.88%

19.62%

-1.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.41%

17.33%

+0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.41%

17.33%

+0.08%