OALC vs. IWL ETF Comparison
Comparison of OneAscent Large Cap Core ETF (OALC) to iShares Russell Top 200 ETF (IWL)
OALC
OneAscent Large Cap Core ETF
OALC Description
Oneascent Large Cap Core ETF is an exchange traded fund launched by Unified Series Trust. The fund is managed by OneAscent Investment Solutions, LLC. It invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies, within the market capitalization range of the Russell 1000 Index. The fund employs fundamental and quantitative analysis to create its portfolio. The fund employs proprietary research to create its portfolio. Oneascent Large Cap Core ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$30.67
Average Daily Volume
24,587
196
IWL
iShares Russell Top 200 ETF
IWL Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Top 200® Index (the "underlying index"), which is a float-adjusted, capitalization-weighted index that measures the performance of the largest capitalization sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$146.68
Average Daily Volume
48,115
197
Performance
Period | OALC | IWL |
---|---|---|
30 Days | 2.65% | 2.44% |
60 Days | 7.02% | 6.97% |
90 Days | 9.26% | 8.43% |
12 Months | 30.32% | 35.93% |
122 Overlapping Holdings
Symbol | Grade | Weight in OALC | Weight in IWL | Overlap | |
---|---|---|---|---|---|
ABBV | D | 0.79% | 0.82% | 0.79% | |
ABNB | C | 0.28% | 0.14% | 0.14% | |
ABT | C | 0.7% | 0.47% | 0.47% | |
ADBE | C | 0.61% | 0.51% | 0.51% | |
ADI | F | 0.49% | 0.26% | 0.26% | |
ADP | A | 0.45% | 0.29% | 0.29% | |
ADSK | A | 0.25% | 0.15% | 0.15% | |
AMAT | F | 0.55% | 0.37% | 0.37% | |
AMD | F | 0.53% | 0.55% | 0.53% | |
AMGN | F | 0.35% | 0.41% | 0.35% | |
AMZN | A | 3.99% | 4.5% | 3.99% | |
ANET | C | 0.6% | 0.24% | 0.24% | |
AON | A | 0.33% | 0.18% | 0.18% | |
APH | B | 0.38% | 0.2% | 0.2% | |
AVGO | C | 1.76% | 1.94% | 1.76% | |
AXP | B | 0.48% | 0.38% | 0.38% | |
BAC | A | 0.88% | 0.71% | 0.71% | |
BKNG | A | 0.56% | 0.39% | 0.39% | |
BRK.A | B | 1.93% | 1.98% | 1.93% | |
BSX | A | 0.41% | 0.3% | 0.3% | |
CAT | C | 0.6% | 0.45% | 0.45% | |
CB | C | 0.36% | 0.26% | 0.26% | |
CDNS | B | 0.25% | 0.19% | 0.19% | |
CEG | D | 0.2% | 0.18% | 0.18% | |
CI | D | 0.4% | 0.21% | 0.21% | |
CMCSA | B | 0.79% | 0.39% | 0.39% | |
CMG | B | 0.21% | 0.19% | 0.19% | |
COF | B | 0.3% | 0.16% | 0.16% | |
COP | C | 0.37% | 0.3% | 0.3% | |
COST | B | 0.99% | 0.97% | 0.97% | |
CRM | B | 0.75% | 0.7% | 0.7% | |
CRWD | B | 0.2% | 0.17% | 0.17% | |
CSCO | A | 1.05% | 0.55% | 0.55% | |
CTAS | A | 0.33% | 0.18% | 0.18% | |
CVX | B | 0.71% | 0.63% | 0.63% | |
D | D | 0.12% | 0.11% | 0.11% | |
DASH | A | 0.12% | 0.14% | 0.12% | |
DE | D | 0.39% | 0.23% | 0.23% | |
DELL | B | 0.13% | 0.09% | 0.09% | |
DHR | F | 0.57% | 0.37% | 0.37% | |
DUK | D | 0.41% | 0.2% | 0.2% | |
ECL | C | 0.21% | 0.15% | 0.15% | |
ELV | F | 0.44% | 0.23% | 0.23% | |
EOG | A | 0.16% | 0.18% | 0.16% | |
ETN | A | 0.46% | 0.34% | 0.34% | |
EW | D | 0.2% | 0.09% | 0.09% | |
F | C | 0.17% | 0.1% | 0.1% | |
FI | A | 0.5% | 0.28% | 0.28% | |
GD | A | 0.19% | 0.2% | 0.19% | |
GE | C | 0.46% | 0.47% | 0.46% | |
GEV | B | 0.24% | 0.22% | 0.22% | |
GILD | C | 0.29% | 0.28% | 0.28% | |
GM | A | 0.33% | 0.15% | 0.15% | |
GOOG | B | 2.04% | 2.06% | 2.04% | |
GOOGL | B | 2.12% | 2.44% | 2.12% | |
HD | B | 1.22% | 0.94% | 0.94% | |
HON | B | 0.55% | 0.33% | 0.33% | |
IBM | C | 0.58% | 0.46% | 0.46% | |
INTC | C | 0.33% | 0.26% | 0.26% | |
INTU | A | 0.58% | 0.44% | 0.44% | |
ITW | A | 0.42% | 0.19% | 0.19% | |
JNJ | D | 0.92% | 0.87% | 0.87% | |
JPM | B | 1.6% | 1.58% | 1.58% | |
KDP | D | 0.17% | 0.09% | 0.09% | |
KLAC | F | 0.37% | 0.22% | 0.22% | |
KO | F | 0.91% | 0.58% | 0.58% | |
LIN | D | 0.73% | 0.51% | 0.51% | |
LLY | F | 1.3% | 1.55% | 1.3% | |
LMT | C | 0.39% | 0.28% | 0.28% | |
LOW | B | 0.63% | 0.36% | 0.36% | |
LRCX | F | 0.39% | 0.24% | 0.24% | |
MA | B | 1.27% | 1.01% | 1.01% | |
MAR | A | 0.29% | 0.15% | 0.15% | |
MCD | C | 0.7% | 0.5% | 0.5% | |
MCK | A | 0.34% | 0.19% | 0.19% | |
MCO | C | 0.38% | 0.18% | 0.18% | |
MDLZ | F | 0.42% | 0.21% | 0.21% | |
MMC | C | 0.48% | 0.26% | 0.26% | |
MNST | B | 0.2% | 0.09% | 0.09% | |
MRK | F | 0.6% | 0.61% | 0.6% | |
MS | A | 0.58% | 0.35% | 0.35% | |
MSFT | C | 6.61% | 7.32% | 6.61% | |
MSI | B | 0.62% | 0.19% | 0.19% | |
MU | D | 0.31% | 0.29% | 0.29% | |
NEE | D | 0.46% | 0.37% | 0.37% | |
NOW | A | 0.58% | 0.48% | 0.48% | |
NVDA | B | 7.37% | 8.04% | 7.37% | |
ORCL | A | 0.83% | 0.69% | 0.69% | |
OXY | D | 0.1% | 0.08% | 0.08% | |
PANW | A | 0.3% | 0.28% | 0.28% | |
PEP | D | 0.8% | 0.53% | 0.53% | |
PG | C | 1.01% | 0.92% | 0.92% | |
PGR | A | 0.39% | 0.36% | 0.36% | |
PH | A | 0.24% | 0.21% | 0.21% | |
PNC | B | 0.19% | 0.19% | 0.19% | |
QCOM | F | 0.51% | 0.44% | 0.44% | |
REGN | F | 0.19% | 0.2% | 0.19% | |
RTX | C | 0.44% | 0.38% | 0.38% | |
SHW | A | 0.31% | 0.21% | 0.21% | |
SNPS | B | 0.33% | 0.2% | 0.2% | |
SO | D | 0.41% | 0.23% | 0.23% | |
SPGI | C | 0.55% | 0.37% | 0.37% | |
SRE | A | 0.34% | 0.13% | 0.13% | |
SYK | A | 0.51% | 0.32% | 0.32% | |
T | A | 0.67% | 0.37% | 0.37% | |
TDG | B | 0.22% | 0.17% | 0.17% | |
TFC | B | 0.16% | 0.14% | 0.14% | |
TJX | B | 0.53% | 0.31% | 0.31% | |
TMUS | A | 0.53% | 0.26% | 0.26% | |
TSLA | B | 1.71% | 2.08% | 1.71% | |
TXN | C | 0.75% | 0.47% | 0.47% | |
UBER | F | 0.43% | 0.34% | 0.34% | |
UNP | C | 0.56% | 0.34% | 0.34% | |
UPS | C | 0.38% | 0.22% | 0.22% | |
USB | A | 0.34% | 0.18% | 0.18% | |
V | A | 1.47% | 1.13% | 1.13% | |
VLO | D | 0.14% | 0.1% | 0.1% | |
VRTX | B | 0.29% | 0.31% | 0.29% | |
VZ | C | 0.71% | 0.4% | 0.4% | |
WMT | A | 0.98% | 0.86% | 0.86% | |
XOM | B | 1.25% | 1.27% | 1.25% | |
ZTS | D | 0.25% | 0.19% | 0.19% |
OALC Overweight 74 Positions Relative to IWL
Symbol | Grade | Weight | |
---|---|---|---|
CBRE | A | 0.43% | |
GLW | C | 0.38% | |
OTIS | C | 0.36% | |
CCI | F | 0.35% | |
CHTR | B | 0.35% | |
FFIV | A | 0.35% | |
KRC | C | 0.3% | |
EA | A | 0.27% | |
VRSK | A | 0.27% | |
APP | B | 0.26% | |
MSCI | B | 0.26% | |
JNPR | D | 0.26% | |
MCHP | F | 0.25% | |
JLL | C | 0.25% | |
COR | A | 0.24% | |
MTD | F | 0.24% | |
CIEN | B | 0.24% | |
YUM | B | 0.24% | |
VRSN | C | 0.24% | |
AWK | D | 0.24% | |
GWW | B | 0.23% | |
KEYS | C | 0.22% | |
IDXX | D | 0.22% | |
A | F | 0.22% | |
GDDY | A | 0.22% | |
HUM | D | 0.21% | |
EXPD | D | 0.21% | |
EXPE | B | 0.21% | |
JBL | C | 0.19% | |
HPQ | B | 0.19% | |
IT | A | 0.19% | |
UI | B | 0.19% | |
ES | D | 0.19% | |
NVR | D | 0.19% | |
NTAP | D | 0.18% | |
CRDO | B | 0.18% | |
CAH | A | 0.18% | |
MOH | F | 0.18% | |
RMD | C | 0.17% | |
HSY | D | 0.17% | |
HHH | B | 0.17% | |
WAT | A | 0.17% | |
LYB | F | 0.16% | |
DECK | B | 0.16% | |
IDCC | B | 0.16% | |
ZBRA | A | 0.15% | |
LUMN | B | 0.15% | |
FE | D | 0.15% | |
LYFT | B | 0.15% | |
HOLX | D | 0.15% | |
COIN | B | 0.15% | |
LEN | D | 0.15% | |
STX | D | 0.14% | |
ACGL | D | 0.14% | |
TTD | B | 0.14% | |
PTC | B | 0.13% | |
WDC | D | 0.13% | |
HES | C | 0.12% | |
INCY | B | 0.12% | |
ZG | B | 0.12% | |
IBKR | A | 0.12% | |
NMRK | B | 0.12% | |
PSTG | D | 0.11% | |
COMP | B | 0.11% | |
CRVL | B | 0.11% | |
MTCH | F | 0.11% | |
IAC | F | 0.1% | |
WRB | B | 0.1% | |
ROKU | C | 0.1% | |
AKAM | F | 0.1% | |
PINS | F | 0.1% | |
DXCM | C | 0.1% | |
FYBR | D | 0.09% | |
SPSC | D | 0.09% |
OALC Underweight 75 Positions Relative to IWL
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -7.68% | |
META | B | -3.01% | |
UNH | B | -1.32% | |
NFLX | A | -0.79% | |
WFC | A | -0.57% | |
ACN | C | -0.52% | |
TMO | F | -0.49% | |
PM | C | -0.46% | |
ISRG | A | -0.44% | |
GS | B | -0.43% | |
DIS | B | -0.42% | |
BLK | B | -0.36% | |
PFE | F | -0.35% | |
C | A | -0.31% | |
BX | A | -0.29% | |
BMY | B | -0.26% | |
SCHW | A | -0.26% | |
SBUX | B | -0.26% | |
MDT | D | -0.26% | |
PLD | D | -0.25% | |
KKR | B | -0.24% | |
BA | F | -0.24% | |
MO | A | -0.22% | |
TT | A | -0.22% | |
AMT | F | -0.22% | |
ICE | D | -0.21% | |
WM | A | -0.21% | |
NKE | F | -0.21% | |
APO | B | -0.2% | |
PYPL | A | -0.2% | |
EQIX | B | -0.2% | |
MRVL | B | -0.19% | |
CME | A | -0.19% | |
WELL | B | -0.19% | |
CL | F | -0.18% | |
EMR | A | -0.17% | |
NOC | C | -0.17% | |
MMM | C | -0.17% | |
HCA | D | -0.16% | |
BDX | D | -0.16% | |
APD | B | -0.16% | |
CRH | B | -0.16% | |
TGT | C | -0.16% | |
CSX | B | -0.16% | |
CVS | F | -0.16% | |
ORLY | A | -0.16% | |
CARR | C | -0.15% | |
FDX | B | -0.15% | |
FCX | F | -0.15% | |
TRV | B | -0.14% | |
PCAR | B | -0.14% | |
ROP | A | -0.14% | |
SLB | C | -0.14% | |
NSC | B | -0.14% | |
MPC | D | -0.13% | |
WDAY | B | -0.13% | |
JCI | A | -0.13% | |
FTNT | B | -0.13% | |
AEP | D | -0.12% | |
NEM | F | -0.12% | |
PSX | D | -0.12% | |
AZO | C | -0.12% | |
PSA | C | -0.12% | |
MET | C | -0.11% | |
CPRT | A | -0.11% | |
AIG | B | -0.11% | |
RSG | A | -0.1% | |
KMB | F | -0.1% | |
LULU | C | -0.09% | |
STZ | D | -0.09% | |
TEAM | B | -0.09% | |
SNOW | C | -0.09% | |
KHC | F | -0.07% | |
MRNA | F | -0.04% | |
EL | F | -0.03% |
OALC: Top Represented Industries & Keywords
IWL: Top Represented Industries & Keywords