OALC vs. OAEM

Last updated Apr 1, 2026

Compare and contrast key facts about OneAscent Large Cap Core ETF (OALC) and OneAscent Emerging Markets ETF (OAEM).

OALC and OAEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OALC is an actively managed fund by Oneascent. It was launched on Nov 15, 2021. OAEM is an actively managed fund by Oneascent. It was launched on Sep 14, 2022.

Performance

OALC vs. OAEM - Performance Comparison

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

OALC vs. OAEM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
OALC OneAscent Large Cap Core ETF	-3.32%	20.36%	19.64%	22.03%	3.21%
OAEM OneAscent Emerging Markets ETF	10.06%	26.67%	0.43%	17.97%	1.97%

Returns By Period

In the year-to-date period, OALC achieves a -3.32% return, which is significantly lower than OAEM's 10.06% return.

OALC

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

OAEM

• 1D: 4.31%
• 1M: -10.94%
• YTD: 10.06%
• 6M: 18.04%
• 1Y: 41.48%
• 3Y*: 13.52%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OALC vs. OAEM - Expense Ratio Comparison

OALC has a 0.49% expense ratio, which is lower than OAEM's 1.25% expense ratio.

OAEM

OneAscent Emerging Markets ETF

OALC

OneAscent Large Cap Core ETF

Return for Risk

OALC vs. OAEM — Risk / Return Rank

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

OALC

OALC Risk / Return Rank: 71
OALC Sharpe Ratio Rank: 64
OALC Sortino Ratio Rank: 68
OALC Omega Ratio Rank: 67
OALC Calmar Ratio Rank: 73
OALC Martin Ratio Rank: 81

OAEM

OAEM Risk / Return Rank: 88
OAEM Sharpe Ratio Rank: 88
OAEM Sortino Ratio Rank: 88
OAEM Omega Ratio Rank: 86
OAEM Calmar Ratio Rank: 87
OAEM Martin Ratio Rank: 90

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. OAEM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OneAscent Large Cap Core ETF (OALC) and OneAscent Emerging Markets ETF (OAEM). 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.

	OALC	OAEM	Difference
Sharpe ratio Return per unit of total volatility	1.16	1.86	-0.70
Sortino ratio Return per unit of downside risk	1.74	2.48	-0.74
Omega ratio Gain probability vs. loss probability	1.25	1.36	-0.10
Calmar ratio Return relative to maximum drawdown	1.94	2.78	-0.84
Martin ratio Return relative to average drawdown	9.19	12.06	-2.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OALC vs. OAEM - Sharpe Ratio Comparison

The current OALC Sharpe Ratio is 1.16, which is lower than the OAEM Sharpe Ratio of 1.86. The chart below compares the historical Sharpe Ratios of OALC and OAEM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	OALC	OAEM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.16	1.86	-0.70
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.84	-0.39

Correlation

The correlation between OALC and OAEM is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

OALC vs. OAEM - Dividend Comparison

OALC's dividend yield for the trailing twelve months is around 0.63%, less than OAEM's 0.70% yield.

	TTM	2025	2024	2023	2022	2021
OALC OneAscent Large Cap Core ETF	0.63%	0.61%	0.70%	0.40%	0.40%	0.06%
OAEM OneAscent Emerging Markets ETF	0.70%	0.77%	0.91%	1.63%	0.04%	0.00%

Drawdowns

OALC vs. OAEM - Drawdown Comparison

The maximum OALC drawdown since its inception was -26.82%, which is greater than OAEM's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for OALC and OAEM.

Drawdown Indicators

	OALC	OAEM	Difference
Max Drawdown Largest peak-to-trough decline	-26.82%	-17.05%	-9.77%
Max Drawdown (1Y) Largest decline over 1 year	-10.89%	-14.63%	+3.74%
Current Drawdown Current decline from peak	-5.95%	-10.94%	+4.99%
Average Drawdown Average peak-to-trough decline	-7.29%	-3.94%	-3.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.30%	3.38%	-1.08%

Volatility

OALC vs. OAEM - Volatility Comparison

The current volatility for OneAscent Large Cap Core ETF (OALC) is 5.58%, while OneAscent Emerging Markets ETF (OAEM) has a volatility of 13.45%. This indicates that OALC experiences smaller price fluctuations and is considered to be less risky than OAEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OALC	OAEM	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.58%	13.45%	-7.87%
Volatility (6M) Calculated over the trailing 6-month period	10.09%	17.65%	-7.56%
Volatility (1Y) Calculated over the trailing 1-year period	17.88%	22.39%	-4.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.41%	19.00%	-1.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.41%	19.00%	-1.59%