OALC vs. SFYX ETF Comparison

Comparison of OneAscent Large Cap Core ETF (OALC) to SoFi Next 500 ETF (SFYX)

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

$28.62

Average Daily Volume

23,385

Number of Holdings ^*

196

* may have additional holdings in another (foreign) market

SFYX

SoFi Next 500 ETF

SFYX Description

The investment seeks to track the performance, before fees and expenses, of the Solactive SoFi US Next 500 Growth Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index follows a rules-based methodology that tracks the performance of the 500 smallest of the 1,000 largest U.S.-listed companies weighted based on a proprietary mix of their market capitalization and fundamental factors.

Grade (RS Rating)

Last Trade

$14.02

Average Daily Volume

33,905

Number of Holdings ^*

483

* may have additional holdings in another (foreign) market

Performance

Period	OALC	SFYX
30 Days	0.60%	1.75%
60 Days	1.96%	2.48%
90 Days	2.28%	5.91%
12 Months	24.43%	18.50%

15 Overlapping Holdings

Symbol	Grade	Weight in OALC	Weight in SFYX	Overlap
CIEN	C	0.2%	0.18%	0.18%
FFIV	A	0.32%	0.3%	0.3%
FYBR	C	0.1%	0.13%	0.1%
IAC	C	0.1%	0.07%	0.07%
IBKR	B	0.1%	0.62%	0.1%
JBL	D	0.15%	0.24%	0.15%
JLL	B	0.25%	0.22%	0.22%
JNPR	A	0.28%	0.29%	0.28%
KRC	B	0.28%	0.07%	0.07%
LYFT	D	0.11%	0.12%	0.11%
MTCH	C	0.14%	0.23%	0.14%
PSTG	F	0.1%	0.71%	0.1%
ROKU	C	0.11%	0.17%	0.11%
SPSC	D	0.1%	0.18%	0.1%
UI	B	0.16%	0.24%	0.16%

OALC Overweight 181 Positions Relative to SFYX

Symbol	Grade	Weight
MSFT	C	7.13%
NVDA	D	6.34%
AMZN	C	3.82%
BRK.A	C	2.03%
GOOGL	D	1.95%
GOOG	D	1.87%
AVGO	C	1.69%
LLY	C	1.64%
JPM	D	1.5%
V	B	1.48%
TSLA	C	1.42%
MA	B	1.3%
XOM	D	1.24%
HD	B	1.23%
PG	C	1.15%
KO	B	1.1%
COST	C	1.06%
JNJ	B	1.04%
WMT	B	1.0%
CSCO	B	0.96%
PEP	C	0.93%
VZ	B	0.83%
BAC	D	0.82%
ABBV	C	0.82%
LIN	B	0.79%
ADBE	D	0.77%
ORCL	B	0.77%
CMCSA	D	0.76%
ABT	C	0.76%
MCD	C	0.75%
MRK	D	0.73%
TXN	C	0.72%
T	B	0.7%
CVX	D	0.68%
DHR	B	0.67%
CRM	D	0.66%
LOW	B	0.64%
IBM	B	0.62%
UNP	B	0.62%
MSI	C	0.62%
SPGI	B	0.62%
ELV	C	0.61%
INTU	D	0.6%
AMD	F	0.58%
TJX	C	0.58%
NOW	A	0.55%
NEE	B	0.55%
HON	D	0.55%
AMAT	D	0.55%
CAT	C	0.54%
MMC	C	0.54%
SYK	C	0.54%
QCOM	D	0.53%
ANET	B	0.53%
MDLZ	B	0.51%
ADI	D	0.51%
BLK	A	0.5%
TMUS	C	0.49%
BKNG	B	0.48%
CI	C	0.48%
MS	D	0.47%
RTX	C	0.47%
AXP	B	0.46%
DUK	C	0.46%
GE	B	0.46%
SO	B	0.45%
ADP	B	0.44%
KLAC	D	0.43%
CCI	B	0.43%
UBER	C	0.43%
LMT	C	0.43%
ETN	C	0.42%
MCO	A	0.42%
BSX	B	0.42%
ITW	B	0.41%
CBRE	A	0.41%
PGR	A	0.41%
UPS	D	0.4%
CB	B	0.4%
DE	B	0.39%
LRCX	F	0.39%
AMGN	B	0.38%
COP	D	0.37%
GLW	B	0.36%
OTIS	D	0.36%
APH	D	0.35%
CHTR	D	0.33%
USB	B	0.33%
CTAS	C	0.33%
SRE	B	0.33%
AON	B	0.32%
SHW	B	0.32%
MCK	F	0.31%
GM	B	0.3%
SNPS	D	0.3%
PANW	D	0.29%
AWK	A	0.29%
VRTX	D	0.29%
ZTS	B	0.29%
VRSK	D	0.28%
REGN	C	0.28%
GILD	B	0.27%
IDXX	C	0.27%
MSCI	C	0.27%
MCHP	D	0.27%
MU	F	0.26%
MAR	C	0.26%
INTC	F	0.26%
EA	D	0.26%
MTD	D	0.25%
HUM	F	0.25%
VRSN	D	0.25%
YUM	D	0.25%
COF	C	0.24%
CDNS	D	0.24%
ABNB	D	0.24%
EXPD	B	0.23%
ES	C	0.23%
ECL	B	0.23%
A	C	0.23%
TDG	B	0.23%
EW	F	0.22%
CMG	C	0.22%
PH	B	0.22%
ADSK	B	0.22%
GDDY	C	0.21%
GWW	B	0.21%
HSY	C	0.21%
KEYS	C	0.21%
NVR	B	0.2%
GD	B	0.2%
MOH	C	0.2%
KDP	A	0.2%
IT	B	0.19%
MNST	C	0.19%
F	D	0.18%
NTAP	D	0.18%
CAH	C	0.18%
HPQ	D	0.18%
RMD	C	0.18%
PNC	B	0.18%
LYB	F	0.18%
CRWD	F	0.17%
LEN	B	0.17%
FE	C	0.17%
CEG	C	0.17%
EXPE	C	0.17%
WAT	C	0.16%
DECK	C	0.16%
TFC	D	0.16%
EOG	D	0.16%
HHH	C	0.16%
HOLX	B	0.16%
GEV	B	0.16%
ACGL	B	0.16%
VLO	D	0.15%
STX	D	0.14%
PTC	D	0.13%
WDC	D	0.13%
NMRK	B	0.13%
IDCC	B	0.13%
D	C	0.13%
ZBRA	B	0.13%
DELL	D	0.12%
TTD	B	0.12%
APP	B	0.12%
CRDO	D	0.11%
DXCM	F	0.11%
HES	D	0.11%
FITB	B	0.1%
PINS	F	0.1%
COMP	B	0.1%
CRVL	B	0.1%
INCY	C	0.1%
AKAM	D	0.1%
DASH	C	0.1%
ZG	B	0.1%
COIN	F	0.1%
WRB	C	0.1%
LUMN	C	0.1%
OXY	F	0.1%

OALC Underweight 468 Positions Relative to SFYX

Symbol	Grade	Weight
DT	C	-0.91%
OWL	C	-0.78%
NTNX	C	-0.75%
FTI	D	-0.7%
TAP	C	-0.67%
KIM	B	-0.62%
TKO	B	-0.6%
RRX	C	-0.59%
HOOD	C	-0.58%
RIVN	F	-0.57%
NRG	C	-0.55%
WYNN	D	-0.53%
KNSL	C	-0.52%
MANH	B	-0.51%
NCLH	C	-0.51%
GWRE	A	-0.49%
PEN	D	-0.46%
CELH	F	-0.45%
HEI	B	-0.44%
RCM	C	-0.43%
EWBC	C	-0.42%
LII	B	-0.42%
ACM	B	-0.42%
NTRA	B	-0.42%
UTHR	C	-0.41%
AAL	D	-0.41%
LNTH	C	-0.41%
EME	B	-0.41%
SRPT	F	-0.4%
MORN	C	-0.4%
NBIX	F	-0.39%
ACHC	C	-0.39%
ITCI	D	-0.39%
GTLS	F	-0.38%
RYAN	C	-0.38%
ELF	F	-0.38%
TOST	B	-0.37%
DUOL	B	-0.37%
SN	B	-0.37%
DAY	D	-0.36%
SOFI	C	-0.36%
WFRD	F	-0.36%
ANF	D	-0.36%
TTEK	C	-0.36%
APPF	D	-0.35%
RGA	B	-0.35%
LNW	B	-0.35%
AGNC	A	-0.35%
USFD	B	-0.35%
IVZ	C	-0.34%
NOV	D	-0.34%
GMED	D	-0.34%
PSN	B	-0.34%
TPL	C	-0.34%
CADE	B	-0.33%
REXR	C	-0.33%
PCTY	C	-0.33%
FNF	A	-0.32%
FIX	B	-0.32%
SRCL	A	-0.32%
TW	A	-0.32%
BSY	D	-0.32%
IOT	A	-0.31%
EQT	D	-0.31%
AVTR	B	-0.31%
MEDP	D	-0.31%
GLPI	B	-0.3%
AMH	C	-0.3%
SAIA	D	-0.3%
CNH	C	-0.3%
XPO	D	-0.3%
RPM	B	-0.3%
PCOR	F	-0.3%
ALLY	F	-0.3%
PNFP	B	-0.3%
WING	B	-0.3%
WBS	C	-0.3%
THG	A	-0.29%
THC	B	-0.29%
TDW	F	-0.29%
PR	D	-0.29%
GGG	C	-0.29%
ARMK	B	-0.29%
CHDN	C	-0.29%
JAZZ	D	-0.28%
ALLE	B	-0.28%
PATH	D	-0.28%
UHS	B	-0.28%
TRMB	C	-0.28%
U	D	-0.28%
AIZ	B	-0.28%
WAL	B	-0.28%
PNR	B	-0.28%
APG	D	-0.28%
HQY	C	-0.28%
ELS	C	-0.28%
REG	C	-0.27%
PFGC	B	-0.27%
BILL	D	-0.27%
FHN	D	-0.27%
SMAR	B	-0.27%
INSP	C	-0.27%
WWD	D	-0.27%
WTFC	B	-0.27%
AFRM	C	-0.27%
NDSN	C	-0.27%
GAP	F	-0.27%
JEF	B	-0.26%
TOL	B	-0.26%
CUBE	B	-0.26%
CZR	C	-0.26%
EDR	A	-0.26%
WSO	C	-0.26%
ALKS	C	-0.26%
MTZ	B	-0.25%
NVT	D	-0.25%
TXRH	D	-0.25%
AFG	B	-0.25%
OSK	D	-0.25%
CW	B	-0.25%
APLS	F	-0.25%
NI	B	-0.25%
DVA	B	-0.25%
AOS	C	-0.25%
KRG	B	-0.24%
COTY	F	-0.24%
EGP	B	-0.24%
CASY	D	-0.24%
LECO	F	-0.24%
CRBG	D	-0.24%
DKS	D	-0.24%
OC	C	-0.24%
AL	D	-0.24%
WEX	C	-0.24%
ST	D	-0.24%
CFR	C	-0.23%
CMA	B	-0.23%
FRPT	B	-0.23%
ADTN	F	-0.23%
ITT	C	-0.23%
MSA	C	-0.23%
ENSG	C	-0.23%
ESTC	F	-0.23%
BRKR	D	-0.23%
BFAM	C	-0.23%
CLH	B	-0.23%
CBSH	C	-0.22%
ALK	C	-0.22%
ADC	C	-0.22%
EHC	B	-0.22%
HII	C	-0.22%
BLD	D	-0.22%
HALO	B	-0.22%
AAON	B	-0.22%
PRGO	D	-0.22%
FLR	D	-0.22%
S	C	-0.22%
IPG	C	-0.22%
RMBS	F	-0.22%
BXP	B	-0.22%
BOKF	B	-0.22%
COLB	B	-0.22%
PNW	B	-0.22%
CPT	B	-0.22%
PPC	D	-0.21%
EXEL	B	-0.21%
LAMR	A	-0.21%
AZEK	C	-0.21%
BRBR	B	-0.21%
FND	C	-0.21%
DOX	C	-0.21%
CACI	B	-0.21%
POOL	C	-0.21%
CVNA	B	-0.21%
PAG	D	-0.2%
ACI	F	-0.2%
OZK	D	-0.2%
CHE	C	-0.2%
SNV	C	-0.2%
OHI	A	-0.2%
PEGA	C	-0.2%
ZION	D	-0.2%
UNM	B	-0.2%
BJ	D	-0.2%
SSB	B	-0.2%
ATR	B	-0.2%
BIO	C	-0.2%
XRAY	D	-0.2%
SFM	B	-0.2%
NWSA	D	-0.2%
CG	C	-0.2%
EQH	C	-0.2%
ONB	C	-0.2%
SCI	B	-0.2%
ATI	C	-0.2%
PB	B	-0.19%
SF	A	-0.19%
TECH	C	-0.19%
PLNT	A	-0.19%
BWXT	D	-0.19%
GPK	B	-0.19%
RLI	B	-0.19%
RHP	D	-0.19%
CRL	D	-0.19%
PRI	B	-0.19%
MKTX	C	-0.19%
TPR	C	-0.19%
VOYA	A	-0.19%
RGLD	B	-0.18%
FCN	C	-0.18%
ZWS	B	-0.18%
INGR	A	-0.18%
MUSA	C	-0.18%
AXS	B	-0.18%
STWD	A	-0.18%
NYT	C	-0.18%
INFA	D	-0.18%
ALSN	B	-0.18%
LEA	D	-0.18%
FOXA	B	-0.18%
GTLB	D	-0.18%
NNN	B	-0.18%
GNTX	F	-0.18%
WMS	D	-0.18%
RBC	C	-0.18%
FR	C	-0.17%
AIT	C	-0.17%
WSC	D	-0.17%
AXTA	C	-0.17%
HSIC	C	-0.17%
Z	B	-0.17%
ETSY	F	-0.17%
HRB	C	-0.17%
GL	C	-0.17%
FRT	C	-0.17%
LAD	C	-0.17%
IONS	F	-0.17%
WTRG	D	-0.17%
SKX	C	-0.17%
EXP	B	-0.17%
CROX	C	-0.17%
SNX	D	-0.17%
CCK	A	-0.17%
SWX	C	-0.16%
H	C	-0.16%
TENB	D	-0.16%
OLED	C	-0.16%
TPX	C	-0.16%
EVR	B	-0.16%
KEX	C	-0.16%
FLS	D	-0.16%
QGEN	B	-0.16%
CR	C	-0.16%
PVH	F	-0.16%
FN	D	-0.16%
AM	B	-0.16%
AGCO	D	-0.16%
SEIC	B	-0.16%
DCI	D	-0.16%
DNB	C	-0.16%
CFLT	F	-0.15%
UBSI	B	-0.15%
STAG	C	-0.15%
KNX	C	-0.15%
TRNO	C	-0.15%
SSD	C	-0.15%
WHR	D	-0.15%
WCC	C	-0.15%
EXLS	C	-0.15%
HOMB	B	-0.15%
OVV	D	-0.15%
SIGI	C	-0.15%
CHRW	B	-0.15%
MTN	D	-0.15%
VLY	C	-0.15%
POST	C	-0.15%
HLI	B	-0.15%
ORI	A	-0.15%
AYI	B	-0.14%
SUM	C	-0.14%
CHX	D	-0.14%
VRNS	C	-0.14%
CNM	F	-0.14%
MIDD	C	-0.14%
DTM	B	-0.14%
LSCC	D	-0.14%
DINO	D	-0.14%
FSS	D	-0.14%
KBR	D	-0.14%
OPCH	C	-0.14%
VNO	B	-0.14%
GNRC	D	-0.14%
CWST	D	-0.14%
TTC	D	-0.14%
SW	B	-0.14%
BRX	B	-0.14%
BERY	B	-0.13%
TREX	F	-0.13%
CHH	C	-0.13%
REYN	C	-0.13%
MAT	C	-0.13%
SAIC	C	-0.13%
COHR	B	-0.13%
ONTO	F	-0.13%
HUN	D	-0.13%
M	F	-0.13%
GKOS	D	-0.13%
LBRDK	D	-0.13%
BL	D	-0.13%
ESNT	B	-0.13%
SITE	D	-0.13%
BPMC	D	-0.13%
APA	F	-0.13%
GXO	D	-0.13%
RL	B	-0.13%
MMSI	B	-0.13%
BYD	C	-0.13%
CACC	D	-0.12%
NSIT	C	-0.12%
HXL	F	-0.12%
FIVE	D	-0.12%
CNXC	D	-0.12%
ESI	D	-0.12%
BWA	D	-0.12%
MTSI	D	-0.12%
RGEN	F	-0.12%
CLF	F	-0.12%
DBX	D	-0.12%
ESAB	C	-0.12%
IRT	B	-0.12%
CRUS	D	-0.12%
SLM	C	-0.12%
KNF	B	-0.11%
HP	D	-0.11%
TKR	D	-0.11%
ACT	A	-0.11%
IPAR	D	-0.11%
OGE	B	-0.11%
AWI	B	-0.11%
MTH	B	-0.11%
ORA	C	-0.11%
QLYS	F	-0.11%
AN	D	-0.11%
TNET	D	-0.11%
MMS	D	-0.11%
FFIN	B	-0.11%
MASI	D	-0.11%
RYN	C	-0.11%
BBWI	F	-0.11%
MTG	B	-0.11%
AMKR	F	-0.11%
LCID	C	-0.11%
IBP	C	-0.11%
X	D	-0.11%
FAF	B	-0.11%
CHRD	F	-0.11%
GBCI	B	-0.11%
MTDR	D	-0.11%
NEU	D	-0.11%
FMC	C	-0.11%
CTLT	B	-0.11%
RDN	B	-0.1%
UFPI	C	-0.1%
ZI	D	-0.1%
NXST	D	-0.1%
OMF	C	-0.1%
CBT	B	-0.1%
OGN	D	-0.1%
CIVI	F	-0.1%
EEFT	D	-0.1%
FLO	C	-0.1%
SLGN	B	-0.1%
LFUS	D	-0.1%
RHI	D	-0.1%
POR	B	-0.1%
BCPC	C	-0.1%
HOG	C	-0.1%
ARW	C	-0.1%
WH	B	-0.1%
LNC	D	-0.1%
WTS	C	-0.1%
VMI	D	-0.1%
ALGM	F	-0.1%
BECN	D	-0.1%
IDA	B	-0.1%
CHK	D	-0.1%
MHK	B	-0.1%
DAR	F	-0.1%
LANC	D	-0.1%
MLI	B	-0.1%
TMHC	B	-0.1%
EXPO	B	-0.09%
DLB	D	-0.09%
LPX	B	-0.09%
HAE	D	-0.09%
FIZZ	D	-0.09%
AAP	F	-0.09%
GTES	C	-0.09%
BC	C	-0.09%
WK	D	-0.09%
IGT	D	-0.09%
VNT	D	-0.09%
COLD	D	-0.09%
R	B	-0.09%
VFC	C	-0.09%
W	D	-0.09%
CMC	D	-0.09%
DV	F	-0.09%
SON	C	-0.09%
CGNX	D	-0.09%
CYTK	F	-0.08%
SMG	C	-0.08%
HGV	D	-0.08%
ABG	F	-0.08%
AR	D	-0.08%
PARA	F	-0.08%
SWN	D	-0.08%
RIG	F	-0.08%
COOP	B	-0.08%
MKSI	F	-0.08%
RRC	D	-0.08%
CPRI	D	-0.08%
MUR	D	-0.08%
COLM	B	-0.08%
LSTR	D	-0.08%
AMG	C	-0.08%
SEE	D	-0.08%
PII	D	-0.08%
ELAN	D	-0.08%
TDC	F	-0.08%
MSM	D	-0.08%
HAS	B	-0.08%
WMG	D	-0.08%
MDU	B	-0.07%
RH	B	-0.07%
DXC	C	-0.07%
OLN	D	-0.07%
NFE	F	-0.07%
NFG	B	-0.07%
ASO	C	-0.07%
DDS	D	-0.07%
WEN	C	-0.07%
FIVN	F	-0.07%
WU	D	-0.07%
ASGN	D	-0.07%
BCC	C	-0.07%
ASH	D	-0.07%
RVMD	C	-0.07%
THO	D	-0.07%
AA	D	-0.06%
IPGP	F	-0.06%
PBF	F	-0.06%
MGY	C	-0.06%
VVV	D	-0.06%
OGS	B	-0.06%
SM	D	-0.06%
JXN	B	-0.06%
NSP	D	-0.06%
BKH	B	-0.06%
CC	F	-0.05%
ALIT	D	-0.05%
ATKR	F	-0.05%
VAC	F	-0.05%
NJR	B	-0.05%
UGI	C	-0.05%
POWI	F	-0.04%
SLAB	D	-0.04%
CAR	F	-0.04%