OASC vs. EPSB

Last updated Jun 3, 2026

OASC (OneAscent Enhanced Small and Mid Cap ETF) and EPSB (Harbor SMID Cap Core ETF) are both Small Cap Blend Equities funds. Both are actively managed. Over the past year, OASC returned 39.33% vs 30.85% for EPSB. Their correlation of 0.88 suggests significant overlap in exposure. OASC charges 0.69%/yr vs 0.88%/yr for EPSB.

Performance

OASC vs. EPSB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OneAscent Enhanced Small and Mid Cap ETF (OASC) and Harbor SMID Cap Core ETF (EPSB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with OASC having a 17.25% return and EPSB slightly higher at 18.09%.

OASC

• 1D: 1.02%
• 1M: 4.07%
• YTD: 17.25%
• 6M: 19.23%
• 1Y: 39.33%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EPSB

• 1D: 0.92%
• 1M: 1.34%
• YTD: 18.09%
• 6M: 20.38%
• 1Y: 30.85%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

OASC vs. EPSB - Yearly Performance Comparison

	2026 (YTD)	2025
OASC OneAscent Enhanced Small and Mid Cap ETF	17.25%	20.76%
EPSB Harbor SMID Cap Core ETF	18.09%	13.67%

Correlation

The correlation between OASC and EPSB is 0.87, 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	0.87
Correlation (All Time) Calculated using the full available price history since May 5, 2025	0.88

The correlation between OASC and EPSB has been stable across timeframes, ranging from 0.87 to 0.88 - a consistent structural relationship.

OASC vs. EPSB - Sectors Allocation Comparison

Sectors	OASC	EPSB
Technology	25.1%	22.6%
Financial Services	23.4%	13.8%
Healthcare	12.6%	6.3%
Consumer Cyclical	11.5%	7.9%
Industrials	11.3%	29.9%
Basic Materials	5.3%	7.1%
Energy	3.6%	3.2%
Utilities	2.2%	3.1%
Real Estate	2.1%	6.1%
Consumer Defensive	1.6%	-
Communication Services	1.3%	-

Return for Risk

OASC vs. EPSB — Risk / Return Rank

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

OASC

OASC Risk / Return Rank: 72
OASC Sharpe Ratio Rank: 64
OASC Sortino Ratio Rank: 66
OASC Omega Ratio Rank: 60
OASC Calmar Ratio Rank: 87
OASC Martin Ratio Rank: 82

EPSB

EPSB Risk / Return Rank: 63
EPSB Sharpe Ratio Rank: 59
EPSB Sortino Ratio Rank: 65
EPSB Omega Ratio Rank: 57
EPSB Calmar Ratio Rank: 70
EPSB Martin Ratio Rank: 65

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.

OASC vs. EPSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OneAscent Enhanced Small and Mid Cap ETF (OASC) and Harbor SMID Cap Core ETF (EPSB). 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.

	OASC	EPSB	Difference
Sharpe ratio Return per unit of total volatility	2.19	2.07	+0.13
Sortino ratio Return per unit of downside risk	3.12	3.10	+0.02
Omega ratio Gain probability vs. loss probability	1.37	1.36	+0.01
Calmar ratio Return relative to maximum drawdown	5.01	3.58	+1.43
Martin ratio Return relative to average drawdown	16.76	12.19	+4.57
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OASC vs. EPSB - Sharpe Ratio Comparison

The current OASC Sharpe Ratio is 2.19, which is comparable to the EPSB Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of OASC and EPSB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	OASC	EPSB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.19	2.07	+0.13
Sharpe Ratio (All Time) Calculated using the full available price history	0.92	2.05	-1.13

Drawdowns

OASC vs. EPSB - Drawdown Comparison

The maximum OASC drawdown since its inception was -27.00%, which is greater than EPSB's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for OASC and EPSB.

Drawdown Indicators

	OASC	EPSB	Difference
Max Drawdown Largest peak-to-trough decline	-27.00%	-8.46%	-18.54%
Max Drawdown (1Y) Largest decline over 1 year	-7.67%	-8.46%	+0.79%
Current Drawdown Current decline from peak	0.00%	-0.75%	+0.75%
Average Drawdown Average peak-to-trough decline	-6.07%	-1.58%	-4.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.29%	2.49%	-0.20%

Volatility

OASC vs. EPSB - Volatility Comparison

OneAscent Enhanced Small and Mid Cap ETF (OASC) has a higher volatility of 5.11% compared to Harbor SMID Cap Core ETF (EPSB) at 4.48%. This indicates that OASC's price experiences larger fluctuations and is considered to be riskier than EPSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OASC	EPSB	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.11%	4.48%	+0.63%
Volatility (6M) Calculated over the trailing 6-month period	12.22%	10.90%	+1.32%
Volatility (1Y) Calculated over the trailing 1-year period	18.03%	15.01%	+3.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.96%	15.40%	+5.56%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.96%	15.40%	+5.56%

OASC vs. EPSB - Expense Ratio Comparison

OASC has a 0.69% expense ratio, which is lower than EPSB's 0.88% expense ratio.

Dividends

OASC vs. EPSB - Dividend Comparison

OASC's dividend yield for the trailing twelve months is around 0.46%, less than EPSB's 1.15% yield.

Position	TTM	2025	2024
EPSB Harbor SMID Cap Core ETF	1.15%	1.36%	0.00%
OASC OneAscent Enhanced Small and Mid Cap ETF	0.46%	0.53%	0.46%

Frequently Asked Questions

Can I hold both OASC and EPSB in my portfolio?

OASC and EPSB have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OASC or EPSB?

OASC has higher volatility (5.11%) compared to EPSB (4.48%). In terms of maximum drawdown, OASC dropped -27.00% vs EPSB's -8.46%.

Which ETF is better, OASC or EPSB?

On 1-year performance, OASC leads with 39.33% vs 30.85% for EPSB. On fees, OASC is cheaper at 0.69% per year. On volatility, EPSB has been the lower-risk option at 4.48%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, OASC or EPSB?

Over the 1-year period, OASC has performed better with a 39.33% return vs 30.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, OASC or EPSB?

OASC is cheaper with a 0.69% expense ratio, compared with 0.88% for EPSB.

Which ETF pays a higher dividend yield, OASC or EPSB?

EPSB has the higher dividend yield at 1.15%, compared with 0.46% for OASC.

What is the main difference between OASC and EPSB?

They also come from different issuers: Oneascent and Harbor. Their fees differ too: 0.69% for OASC and 0.88% for EPSB.

Which has better risk-adjusted returns?

OASC currently has the higher Sharpe Ratio (2.19 vs 2.07), 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.