IWL vs. OALC ETF Comparison
Comparison of iShares Russell Top 200 ETF (IWL) to OneAscent Large Cap Core ETF (OALC)
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
$145.86
Average Daily Volume
52,339
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
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
$30.54
Average Daily Volume
23,773
Number of Holdings
*
197
* may have additional holdings in another (foreign) market
Performance
| Period | IWL | OALC |
|---|---|---|
| 30 Days | 2.93% | 3.48% |
| 60 Days | 4.56% | 4.90% |
| 90 Days | 6.33% | 6.76% |
| 12 Months | 33.26% | 28.81% |
123 Overlapping Holdings
| Symbol | Grade | Weight in IWL | Weight in OALC | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.7% | 0.67% | 0.67% | |
| ABNB | C | 0.14% | 0.26% | 0.14% | |
| ABT | B | 0.48% | 0.7% | 0.48% | |
| ADBE | C | 0.53% | 0.65% | 0.53% | |
| ADI | D | 0.24% | 0.46% | 0.24% | |
| ADP | B | 0.29% | 0.45% | 0.29% | |
| ADSK | A | 0.15% | 0.25% | 0.15% | |
| AMAT | F | 0.33% | 0.53% | 0.33% | |
| AMD | F | 0.52% | 0.5% | 0.5% | |
| AMGN | D | 0.36% | 0.32% | 0.32% | |
| AMZN | C | 4.48% | 4.04% | 4.04% | |
| ANET | C | 0.23% | 0.54% | 0.23% | |
| AON | A | 0.18% | 0.33% | 0.18% | |
| APH | A | 0.2% | 0.37% | 0.2% | |
| AVGO | D | 1.78% | 1.64% | 1.64% | |
| AXP | A | 0.38% | 0.48% | 0.38% | |
| BAC | A | 0.76% | 0.91% | 0.76% | |
| BKNG | A | 0.4% | 0.58% | 0.4% | |
| BLK | C | 0.37% | 0.55% | 0.37% | |
| BRK.A | B | 2.05% | 1.97% | 1.97% | |
| BSX | B | 0.3% | 0.41% | 0.3% | |
| CAT | B | 0.45% | 0.57% | 0.45% | |
| CB | C | 0.28% | 0.37% | 0.28% | |
| CDNS | B | 0.19% | 0.25% | 0.19% | |
| CEG | D | 0.17% | 0.19% | 0.17% | |
| CI | F | 0.21% | 0.4% | 0.21% | |
| CMCSA | B | 0.39% | 0.78% | 0.39% | |
| CMG | B | 0.19% | 0.22% | 0.19% | |
| COF | B | 0.17% | 0.29% | 0.17% | |
| COP | C | 0.31% | 0.38% | 0.31% | |
| COST | B | 0.96% | 1.0% | 0.96% | |
| CRM | B | 0.73% | 0.81% | 0.73% | |
| CRWD | B | 0.18% | 0.21% | 0.18% | |
| CSCO | B | 0.55% | 1.05% | 0.55% | |
| CTAS | B | 0.18% | 0.32% | 0.18% | |
| CVX | A | 0.66% | 0.74% | 0.66% | |
| D | C | 0.11% | 0.12% | 0.11% | |
| DASH | A | 0.14% | 0.13% | 0.13% | |
| DE | A | 0.24% | 0.37% | 0.24% | |
| DELL | C | 0.09% | 0.13% | 0.09% | |
| DHR | F | 0.35% | 0.56% | 0.35% | |
| DUK | C | 0.21% | 0.41% | 0.21% | |
| ECL | D | 0.15% | 0.21% | 0.15% | |
| ELV | F | 0.22% | 0.42% | 0.22% | |
| EOG | A | 0.18% | 0.17% | 0.17% | |
| ETN | A | 0.34% | 0.47% | 0.34% | |
| EW | C | 0.1% | 0.2% | 0.1% | |
| F | C | 0.1% | 0.17% | 0.1% | |
| FI | A | 0.29% | 0.51% | 0.29% | |
| GD | F | 0.19% | 0.18% | 0.18% | |
| GE | D | 0.46% | 0.46% | 0.46% | |
| GEV | B | 0.21% | 0.23% | 0.21% | |
| GILD | C | 0.26% | 0.28% | 0.26% | |
| GM | B | 0.15% | 0.35% | 0.15% | |
| GOOG | C | 2.04% | 2.0% | 2.0% | |
| GOOGL | C | 2.41% | 2.07% | 2.07% | |
| HD | A | 0.96% | 1.25% | 0.96% | |
| HON | B | 0.35% | 0.58% | 0.35% | |
| IBM | C | 0.45% | 0.57% | 0.45% | |
| INTC | D | 0.25% | 0.32% | 0.25% | |
| INTU | C | 0.45% | 0.61% | 0.45% | |
| ITW | B | 0.19% | 0.42% | 0.19% | |
| JNJ | D | 0.88% | 0.9% | 0.88% | |
| JPM | A | 1.67% | 1.64% | 1.64% | |
| KDP | D | 0.08% | 0.17% | 0.08% | |
| KLAC | D | 0.2% | 0.35% | 0.2% | |
| KO | D | 0.57% | 0.9% | 0.57% | |
| LIN | D | 0.51% | 0.72% | 0.51% | |
| LLY | F | 1.42% | 1.29% | 1.29% | |
| LMT | D | 0.27% | 0.38% | 0.27% | |
| LOW | D | 0.37% | 0.64% | 0.37% | |
| LRCX | F | 0.22% | 0.37% | 0.22% | |
| MA | C | 1.03% | 1.29% | 1.03% | |
| MAR | B | 0.15% | 0.3% | 0.15% | |
| MCD | D | 0.5% | 0.71% | 0.5% | |
| MCK | B | 0.19% | 0.35% | 0.19% | |
| MCO | B | 0.18% | 0.4% | 0.18% | |
| MDLZ | F | 0.21% | 0.42% | 0.21% | |
| MMC | B | 0.26% | 0.48% | 0.26% | |
| MNST | C | 0.09% | 0.2% | 0.09% | |
| MRK | F | 0.58% | 0.59% | 0.58% | |
| MS | A | 0.37% | 0.6% | 0.37% | |
| MSFT | F | 7.35% | 6.67% | 6.67% | |
| MSI | B | 0.19% | 0.65% | 0.19% | |
| MU | D | 0.25% | 0.27% | 0.25% | |
| NEE | D | 0.37% | 0.46% | 0.37% | |
| NOW | A | 0.49% | 0.6% | 0.49% | |
| NVDA | C | 7.91% | 7.31% | 7.31% | |
| ORCL | B | 0.69% | 0.84% | 0.69% | |
| OXY | D | 0.08% | 0.1% | 0.08% | |
| PANW | C | 0.28% | 0.31% | 0.28% | |
| PEP | F | 0.52% | 0.81% | 0.52% | |
| PG | A | 0.95% | 1.04% | 0.95% | |
| PGR | A | 0.36% | 0.4% | 0.36% | |
| PH | A | 0.21% | 0.25% | 0.21% | |
| PNC | B | 0.2% | 0.2% | 0.2% | |
| QCOM | F | 0.43% | 0.49% | 0.43% | |
| REGN | F | 0.19% | 0.18% | 0.18% | |
| RTX | C | 0.38% | 0.44% | 0.38% | |
| SHW | A | 0.21% | 0.31% | 0.21% | |
| SNPS | B | 0.19% | 0.31% | 0.19% | |
| SO | D | 0.23% | 0.41% | 0.23% | |
| SPGI | C | 0.38% | 0.57% | 0.38% | |
| SRE | A | 0.14% | 0.34% | 0.14% | |
| SYK | C | 0.34% | 0.53% | 0.34% | |
| T | A | 0.39% | 0.68% | 0.39% | |
| TDG | D | 0.16% | 0.2% | 0.16% | |
| TFC | A | 0.15% | 0.17% | 0.15% | |
| TJX | A | 0.32% | 0.55% | 0.32% | |
| TMUS | B | 0.27% | 0.54% | 0.27% | |
| TSLA | B | 2.12% | 1.8% | 1.8% | |
| TXN | C | 0.44% | 0.71% | 0.44% | |
| UBER | D | 0.35% | 0.42% | 0.35% | |
| UNP | C | 0.34% | 0.55% | 0.34% | |
| UPS | C | 0.23% | 0.38% | 0.23% | |
| USB | A | 0.19% | 0.35% | 0.19% | |
| V | A | 1.16% | 1.49% | 1.16% | |
| VLO | C | 0.11% | 0.15% | 0.11% | |
| VRTX | F | 0.29% | 0.28% | 0.28% | |
| VZ | C | 0.42% | 0.72% | 0.42% | |
| WMT | A | 0.87% | 1.0% | 0.87% | |
| XOM | B | 1.27% | 1.25% | 1.25% | |
| ZTS | D | 0.19% | 0.25% | 0.19% |
IWL Overweight 74 Positions Relative to OALC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 7.79% | |
| META | D | 2.89% | |
| UNH | C | 1.3% | |
| NFLX | A | 0.84% | |
| WFC | A | 0.62% | |
| ACN | C | 0.53% | |
| DIS | B | 0.5% | |
| PM | B | 0.48% | |
| TMO | F | 0.47% | |
| GS | A | 0.45% | |
| ISRG | A | 0.44% | |
| PFE | D | 0.33% | |
| BX | A | 0.31% | |
| C | A | 0.31% | |
| SCHW | B | 0.29% | |
| SBUX | A | 0.27% | |
| MDT | D | 0.27% | |
| BMY | B | 0.27% | |
| PLD | D | 0.25% | |
| KKR | A | 0.24% | |
| BA | F | 0.23% | |
| MO | A | 0.23% | |
| AMT | D | 0.22% | |
| NKE | D | 0.22% | |
| TT | A | 0.22% | |
| WM | A | 0.21% | |
| PYPL | B | 0.21% | |
| ICE | C | 0.21% | |
| WELL | A | 0.2% | |
| EQIX | A | 0.2% | |
| APO | B | 0.2% | |
| CME | A | 0.19% | |
| MRVL | B | 0.18% | |
| CL | D | 0.18% | |
| ORLY | B | 0.17% | |
| TGT | F | 0.17% | |
| APD | A | 0.17% | |
| MMM | D | 0.17% | |
| EMR | A | 0.17% | |
| BDX | F | 0.16% | |
| FDX | B | 0.16% | |
| CVS | D | 0.16% | |
| CRH | A | 0.16% | |
| NOC | D | 0.16% | |
| CSX | B | 0.16% | |
| FCX | D | 0.15% | |
| SLB | C | 0.15% | |
| CARR | D | 0.15% | |
| HCA | F | 0.15% | |
| PCAR | B | 0.14% | |
| ROP | B | 0.14% | |
| NSC | B | 0.14% | |
| FTNT | C | 0.14% | |
| TRV | B | 0.14% | |
| PSA | D | 0.13% | |
| AZO | C | 0.13% | |
| PSX | C | 0.13% | |
| WDAY | B | 0.13% | |
| MPC | D | 0.13% | |
| JCI | C | 0.13% | |
| MET | A | 0.12% | |
| CPRT | A | 0.12% | |
| AIG | B | 0.12% | |
| AEP | D | 0.12% | |
| KMB | D | 0.11% | |
| NEM | D | 0.11% | |
| RSG | A | 0.1% | |
| TEAM | A | 0.09% | |
| STZ | D | 0.09% | |
| LULU | C | 0.09% | |
| SNOW | C | 0.09% | |
| KHC | F | 0.07% | |
| MRNA | F | 0.03% | |
| EL | F | 0.03% |
IWL Underweight 74 Positions Relative to OALC
| Symbol | Grade | Weight | |
|---|---|---|---|
| CBRE | B | -0.43% | |
| GLW | B | -0.37% | |
| CHTR | C | -0.36% | |
| FFIV | B | -0.36% | |
| OTIS | C | -0.36% | |
| CCI | D | -0.35% | |
| APP | B | -0.3% | |
| KRC | C | -0.29% | |
| EA | A | -0.28% | |
| VRSK | A | -0.28% | |
| MSCI | C | -0.27% | |
| JNPR | F | -0.26% | |
| JLL | D | -0.25% | |
| UI | A | -0.25% | |
| CIEN | B | -0.24% | |
| VRSN | F | -0.24% | |
| YUM | B | -0.24% | |
| AWK | D | -0.24% | |
| GWW | B | -0.23% | |
| GDDY | A | -0.23% | |
| COR | B | -0.23% | |
| MCHP | D | -0.22% | |
| EXPE | B | -0.22% | |
| MTD | D | -0.21% | |
| A | D | -0.21% | |
| EXPD | D | -0.21% | |
| IDXX | F | -0.21% | |
| ES | D | -0.2% | |
| KEYS | A | -0.2% | |
| HUM | C | -0.2% | |
| HPQ | B | -0.19% | |
| IT | C | -0.19% | |
| CAH | B | -0.18% | |
| NVR | D | -0.18% | |
| IDCC | A | -0.17% | |
| DECK | A | -0.17% | |
| WAT | B | -0.17% | |
| NTAP | C | -0.17% | |
| HSY | F | -0.17% | |
| JBL | B | -0.17% | |
| RMD | C | -0.16% | |
| CRDO | B | -0.16% | |
| HHH | B | -0.16% | |
| MOH | F | -0.16% | |
| COIN | C | -0.16% | |
| ZBRA | B | -0.15% | |
| FE | C | -0.15% | |
| HOLX | D | -0.15% | |
| LYB | F | -0.15% | |
| LEN | D | -0.15% | |
| LYFT | C | -0.15% | |
| LUMN | C | -0.14% | |
| ACGL | D | -0.14% | |
| ZG | A | -0.13% | |
| STX | D | -0.13% | |
| PTC | A | -0.13% | |
| IBKR | A | -0.13% | |
| TTD | B | -0.13% | |
| WDC | D | -0.12% | |
| HES | B | -0.12% | |
| NMRK | B | -0.12% | |
| CRVL | A | -0.11% | |
| MTCH | D | -0.11% | |
| INCY | C | -0.11% | |
| DXCM | D | -0.11% | |
| PSTG | D | -0.1% | |
| WRB | A | -0.1% | |
| COMP | B | -0.1% | |
| ROKU | D | -0.1% | |
| IAC | D | -0.09% | |
| AKAM | D | -0.09% | |
| SPSC | C | -0.09% | |
| FYBR | D | -0.09% | |
| PINS | D | -0.09% |
IWL: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Semiconductors
Aerospace & Defense
Diversified Industrials
Capital Markets
Credit Services
Medical Devices
Asset Management
Banks - Global
Beverages - Soft Drinks
Health Care Plans
Household & Personal Products
Telecom Services
Utilities - Regulated Electric
Auto Manufacturers
Banks - Regional - US
Biotechnology
Business Services
Discount Stores
OALC: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Internet Content & Information
Communication Equipment
Diagnostics & Research
Drug Manufacturers - Major
Telecom Services
Capital Markets
Aerospace & Defense
Beverages - Soft Drinks
Business Services
Credit Services
Data Storage
Diversified Industrials
Health Care Plans
Medical Devices
Oil & Gas E&P
Real Estate Services
Software - Infrastructure
Specialty Chemicals
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