OALC vs. CDEI ETF Comparison
Comparison of OneAscent Large Cap Core ETF (OALC) to Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
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
CDEI
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
CDEI Description
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified.Grade (RS Rating)
Last Trade
$72.40
Average Daily Volume
644
Number of Holdings
*
370
* may have additional holdings in another (foreign) market
Performance
| Period | OALC | CDEI |
|---|---|---|
| 30 Days | 3.48% | 1.83% |
| 60 Days | 4.90% | 4.03% |
| 90 Days | 6.76% | 4.65% |
| 12 Months | 28.81% | 24.85% |
101 Overlapping Holdings
| Symbol | Grade | Weight in OALC | Weight in CDEI | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.21% | 0.11% | 0.11% | |
| ABBV | D | 0.67% | 0.91% | 0.67% | |
| ABT | B | 0.7% | 0.6% | 0.6% | |
| ACGL | D | 0.14% | 0.11% | 0.11% | |
| ADBE | C | 0.65% | 0.71% | 0.65% | |
| ADI | D | 0.46% | 0.32% | 0.32% | |
| ADP | B | 0.45% | 0.37% | 0.37% | |
| ADSK | A | 0.25% | 0.2% | 0.2% | |
| AKAM | D | 0.09% | 0.04% | 0.04% | |
| AMD | F | 0.5% | 0.68% | 0.5% | |
| AMGN | D | 0.32% | 0.48% | 0.32% | |
| ANET | C | 0.54% | 0.3% | 0.3% | |
| AON | A | 0.33% | 0.24% | 0.24% | |
| APH | A | 0.37% | 0.26% | 0.26% | |
| AVGO | D | 1.64% | 2.36% | 1.64% | |
| AWK | D | 0.24% | 0.08% | 0.08% | |
| AXP | A | 0.48% | 0.5% | 0.48% | |
| BAC | A | 0.91% | 0.94% | 0.91% | |
| BKNG | A | 0.58% | 0.51% | 0.51% | |
| BSX | B | 0.41% | 0.39% | 0.39% | |
| CCI | D | 0.35% | 0.14% | 0.14% | |
| CI | F | 0.4% | 0.27% | 0.27% | |
| CIEN | B | 0.24% | 0.03% | 0.03% | |
| CMCSA | B | 0.78% | 0.51% | 0.51% | |
| COF | B | 0.29% | 0.21% | 0.21% | |
| CRM | B | 0.81% | 0.94% | 0.81% | |
| CRWD | B | 0.21% | 0.24% | 0.21% | |
| CSCO | B | 1.05% | 0.7% | 0.7% | |
| DE | A | 0.37% | 0.3% | 0.3% | |
| DECK | A | 0.17% | 0.08% | 0.08% | |
| DELL | C | 0.13% | 0.12% | 0.12% | |
| DHR | F | 0.56% | 0.48% | 0.48% | |
| EA | A | 0.28% | 0.12% | 0.12% | |
| ECL | D | 0.21% | 0.19% | 0.19% | |
| ELV | F | 0.42% | 0.29% | 0.29% | |
| ES | D | 0.2% | 0.07% | 0.07% | |
| ETN | A | 0.47% | 0.44% | 0.44% | |
| EW | C | 0.2% | 0.12% | 0.12% | |
| EXPD | D | 0.21% | 0.05% | 0.05% | |
| FI | A | 0.51% | 0.37% | 0.37% | |
| GILD | C | 0.28% | 0.35% | 0.28% | |
| GOOGL | C | 2.07% | 5.91% | 2.07% | |
| HD | A | 1.25% | 1.22% | 1.22% | |
| HOLX | D | 0.15% | 0.05% | 0.05% | |
| HPQ | B | 0.19% | 0.11% | 0.11% | |
| HSY | F | 0.17% | 0.08% | 0.08% | |
| IBM | C | 0.57% | 0.58% | 0.57% | |
| IDXX | F | 0.21% | 0.1% | 0.1% | |
| INTC | D | 0.32% | 0.32% | 0.32% | |
| INTU | C | 0.61% | 0.58% | 0.58% | |
| IT | C | 0.19% | 0.12% | 0.12% | |
| JLL | D | 0.25% | 0.04% | 0.04% | |
| JNPR | F | 0.26% | 0.04% | 0.04% | |
| JPM | A | 1.64% | 2.08% | 1.64% | |
| KDP | D | 0.17% | 0.11% | 0.11% | |
| KO | D | 0.9% | 0.74% | 0.74% | |
| LLY | F | 1.29% | 2.03% | 1.29% | |
| LOW | D | 0.64% | 0.47% | 0.47% | |
| LRCX | F | 0.37% | 0.29% | 0.29% | |
| LYFT | C | 0.15% | 0.02% | 0.02% | |
| MA | C | 1.29% | 1.3% | 1.29% | |
| MAR | B | 0.3% | 0.2% | 0.2% | |
| MCO | B | 0.4% | 0.23% | 0.23% | |
| MDLZ | F | 0.42% | 0.26% | 0.26% | |
| MMC | B | 0.48% | 0.33% | 0.33% | |
| MRK | F | 0.59% | 0.76% | 0.59% | |
| MSFT | F | 6.67% | 9.49% | 6.67% | |
| MSI | B | 0.65% | 0.25% | 0.25% | |
| MU | D | 0.27% | 0.33% | 0.27% | |
| NEE | D | 0.46% | 0.47% | 0.46% | |
| NOW | A | 0.6% | 0.65% | 0.6% | |
| NTAP | C | 0.17% | 0.07% | 0.07% | |
| NVDA | C | 7.31% | 10.49% | 7.31% | |
| OTIS | C | 0.36% | 0.12% | 0.12% | |
| PANW | C | 0.31% | 0.38% | 0.31% | |
| PEP | F | 0.81% | 0.69% | 0.69% | |
| PH | A | 0.25% | 0.27% | 0.25% | |
| PINS | D | 0.09% | 0.05% | 0.05% | |
| QCOM | F | 0.49% | 0.55% | 0.49% | |
| REGN | F | 0.18% | 0.25% | 0.18% | |
| SPGI | C | 0.57% | 0.48% | 0.48% | |
| SRE | A | 0.34% | 0.17% | 0.17% | |
| STX | D | 0.13% | 0.06% | 0.06% | |
| SYK | C | 0.53% | 0.42% | 0.42% | |
| T | A | 0.68% | 0.48% | 0.48% | |
| TFC | A | 0.17% | 0.19% | 0.17% | |
| TJX | A | 0.55% | 0.41% | 0.41% | |
| TMUS | B | 0.54% | 0.35% | 0.35% | |
| TTD | B | 0.13% | 0.17% | 0.13% | |
| UNP | C | 0.55% | 0.43% | 0.43% | |
| USB | A | 0.35% | 0.24% | 0.24% | |
| V | A | 1.49% | 1.56% | 1.49% | |
| VRSN | F | 0.24% | 0.05% | 0.05% | |
| VRTX | F | 0.28% | 0.38% | 0.28% | |
| VZ | C | 0.72% | 0.52% | 0.52% | |
| WAT | B | 0.17% | 0.07% | 0.07% | |
| WDC | D | 0.12% | 0.06% | 0.06% | |
| WMT | A | 1.0% | 1.11% | 1.0% | |
| YUM | B | 0.24% | 0.12% | 0.12% | |
| ZBRA | B | 0.15% | 0.06% | 0.06% | |
| ZTS | D | 0.25% | 0.24% | 0.24% |
OALC Overweight 96 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 4.04% | |
| GOOG | C | 2.0% | |
| BRK.A | B | 1.97% | |
| TSLA | B | 1.8% | |
| XOM | B | 1.25% | |
| PG | A | 1.04% | |
| COST | B | 1.0% | |
| JNJ | D | 0.9% | |
| ORCL | B | 0.84% | |
| CVX | A | 0.74% | |
| LIN | D | 0.72% | |
| TXN | C | 0.71% | |
| MCD | D | 0.71% | |
| MS | A | 0.6% | |
| HON | B | 0.58% | |
| CAT | B | 0.57% | |
| BLK | C | 0.55% | |
| AMAT | F | 0.53% | |
| GE | D | 0.46% | |
| RTX | C | 0.44% | |
| CBRE | B | 0.43% | |
| ITW | B | 0.42% | |
| UBER | D | 0.42% | |
| DUK | C | 0.41% | |
| SO | D | 0.41% | |
| PGR | A | 0.4% | |
| COP | C | 0.38% | |
| UPS | C | 0.38% | |
| LMT | D | 0.38% | |
| CB | C | 0.37% | |
| GLW | B | 0.37% | |
| CHTR | C | 0.36% | |
| FFIV | B | 0.36% | |
| MCK | B | 0.35% | |
| GM | B | 0.35% | |
| KLAC | D | 0.35% | |
| CTAS | B | 0.32% | |
| SHW | A | 0.31% | |
| SNPS | B | 0.31% | |
| APP | B | 0.3% | |
| KRC | C | 0.29% | |
| VRSK | A | 0.28% | |
| MSCI | C | 0.27% | |
| ABNB | C | 0.26% | |
| CDNS | B | 0.25% | |
| UI | A | 0.25% | |
| GWW | B | 0.23% | |
| GEV | B | 0.23% | |
| GDDY | A | 0.23% | |
| COR | B | 0.23% | |
| CMG | B | 0.22% | |
| MCHP | D | 0.22% | |
| EXPE | B | 0.22% | |
| MTD | D | 0.21% | |
| PNC | B | 0.2% | |
| KEYS | A | 0.2% | |
| MNST | C | 0.2% | |
| HUM | C | 0.2% | |
| TDG | D | 0.2% | |
| CEG | D | 0.19% | |
| CAH | B | 0.18% | |
| NVR | D | 0.18% | |
| GD | F | 0.18% | |
| IDCC | A | 0.17% | |
| EOG | A | 0.17% | |
| F | C | 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% | |
| FE | C | 0.15% | |
| VLO | C | 0.15% | |
| LYB | F | 0.15% | |
| LEN | D | 0.15% | |
| LUMN | C | 0.14% | |
| ZG | A | 0.13% | |
| DASH | A | 0.13% | |
| PTC | A | 0.13% | |
| IBKR | A | 0.13% | |
| HES | B | 0.12% | |
| D | C | 0.12% | |
| NMRK | B | 0.12% | |
| CRVL | A | 0.11% | |
| MTCH | D | 0.11% | |
| INCY | C | 0.11% | |
| DXCM | D | 0.11% | |
| OXY | D | 0.1% | |
| PSTG | D | 0.1% | |
| WRB | A | 0.1% | |
| COMP | B | 0.1% | |
| ROKU | D | 0.1% | |
| IAC | D | 0.09% | |
| SPSC | C | 0.09% | |
| FYBR | D | 0.09% |
OALC Underweight 269 Positions Relative to CDEI
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -10.52% | |
| UNH | C | -1.66% | |
| NFLX | A | -1.08% | |
| ACN | C | -0.69% | |
| TMO | F | -0.62% | |
| DIS | B | -0.6% | |
| PFE | D | -0.45% | |
| C | A | -0.39% | |
| BMY | B | -0.36% | |
| SCHW | B | -0.36% | |
| SBUX | A | -0.33% | |
| MDT | D | -0.33% | |
| AMT | D | -0.28% | |
| TT | A | -0.28% | |
| PYPL | B | -0.27% | |
| WM | A | -0.27% | |
| ICE | C | -0.27% | |
| EQIX | A | -0.26% | |
| WELL | A | -0.25% | |
| CME | A | -0.24% | |
| CL | D | -0.23% | |
| EMR | A | -0.22% | |
| CVS | D | -0.21% | |
| TGT | F | -0.21% | |
| BDX | F | -0.2% | |
| FDX | B | -0.2% | |
| CARR | D | -0.19% | |
| DLR | B | -0.18% | |
| TRV | B | -0.18% | |
| HLT | A | -0.18% | |
| AMP | A | -0.17% | |
| FICO | B | -0.17% | |
| JCI | C | -0.17% | |
| BK | A | -0.17% | |
| SPG | B | -0.17% | |
| ALL | A | -0.16% | |
| FIS | C | -0.15% | |
| AIG | B | -0.15% | |
| O | D | -0.15% | |
| CMI | A | -0.15% | |
| MET | A | -0.15% | |
| CPRT | A | -0.15% | |
| PRU | A | -0.14% | |
| FAST | B | -0.14% | |
| PWR | A | -0.14% | |
| IR | B | -0.13% | |
| DAL | C | -0.13% | |
| KR | B | -0.13% | |
| BKR | B | -0.13% | |
| RSG | A | -0.13% | |
| PEG | A | -0.13% | |
| DFS | B | -0.13% | |
| KMB | D | -0.13% | |
| EXC | C | -0.12% | |
| XEL | A | -0.12% | |
| TEAM | A | -0.12% | |
| HUBS | A | -0.11% | |
| GIS | D | -0.11% | |
| IQV | D | -0.11% | |
| SYY | B | -0.11% | |
| FITB | A | -0.1% | |
| NDAQ | A | -0.1% | |
| EFX | F | -0.1% | |
| ALNY | D | -0.1% | |
| ROK | B | -0.1% | |
| VEEV | C | -0.1% | |
| HIG | B | -0.1% | |
| WAB | B | -0.1% | |
| ON | D | -0.09% | |
| XYL | D | -0.09% | |
| TSCO | D | -0.09% | |
| RJF | A | -0.09% | |
| ANSS | B | -0.09% | |
| CSGP | D | -0.09% | |
| EBAY | D | -0.09% | |
| CNC | D | -0.09% | |
| HBAN | A | -0.08% | |
| SYF | B | -0.08% | |
| VTR | C | -0.08% | |
| FTV | C | -0.08% | |
| BR | A | -0.08% | |
| TYL | B | -0.08% | |
| HPE | B | -0.08% | |
| STE | F | -0.07% | |
| WY | D | -0.07% | |
| EME | C | -0.07% | |
| LPLA | A | -0.07% | |
| BIIB | F | -0.07% | |
| RF | A | -0.07% | |
| WST | C | -0.07% | |
| DTE | C | -0.07% | |
| PODD | C | -0.06% | |
| BBY | D | -0.06% | |
| NRG | B | -0.06% | |
| BAH | F | -0.06% | |
| FSLR | F | -0.06% | |
| PFG | D | -0.06% | |
| CMS | C | -0.06% | |
| OMC | C | -0.06% | |
| CLX | B | -0.06% | |
| IFF | D | -0.06% | |
| CFG | B | -0.06% | |
| CBOE | B | -0.06% | |
| NTRS | A | -0.06% | |
| K | A | -0.06% | |
| RGA | A | -0.05% | |
| EL | F | -0.05% | |
| Z | A | -0.05% | |
| EQH | B | -0.05% | |
| LNT | A | -0.05% | |
| ALGN | D | -0.05% | |
| USFD | A | -0.05% | |
| BAX | D | -0.05% | |
| NTNX | A | -0.05% | |
| DOCU | A | -0.05% | |
| KIM | A | -0.05% | |
| GEN | B | -0.05% | |
| TWLO | A | -0.05% | |
| BURL | A | -0.05% | |
| OC | A | -0.05% | |
| DG | F | -0.05% | |
| XPO | B | -0.05% | |
| TER | D | -0.05% | |
| TRMB | B | -0.05% | |
| MAS | D | -0.05% | |
| IEX | B | -0.05% | |
| WSO | A | -0.05% | |
| KEY | B | -0.05% | |
| DAY | B | -0.04% | |
| SCI | B | -0.04% | |
| JEF | A | -0.04% | |
| HST | C | -0.04% | |
| NVT | B | -0.04% | |
| ALLE | D | -0.04% | |
| ITT | A | -0.04% | |
| JKHY | D | -0.04% | |
| RNR | C | -0.04% | |
| ELS | C | -0.04% | |
| CLH | B | -0.04% | |
| PFGC | B | -0.04% | |
| SWK | D | -0.04% | |
| CAG | D | -0.04% | |
| UNM | A | -0.04% | |
| TXRH | C | -0.04% | |
| POOL | C | -0.04% | |
| MRNA | F | -0.04% | |
| EPAM | C | -0.04% | |
| AVTR | F | -0.04% | |
| DT | C | -0.04% | |
| DLTR | F | -0.04% | |
| EWBC | A | -0.04% | |
| SOFI | A | -0.04% | |
| APTV | D | -0.04% | |
| ACM | A | -0.04% | |
| AMCR | D | -0.04% | |
| CASY | A | -0.04% | |
| TW | A | -0.04% | |
| DOC | D | -0.04% | |
| HSIC | B | -0.03% | |
| CFR | B | -0.03% | |
| TTC | D | -0.03% | |
| MOS | F | -0.03% | |
| MEDP | D | -0.03% | |
| GPK | C | -0.03% | |
| BILL | A | -0.03% | |
| WTFC | A | -0.03% | |
| BRX | A | -0.03% | |
| ZION | B | -0.03% | |
| SNX | C | -0.03% | |
| PEN | B | -0.03% | |
| AAON | B | -0.03% | |
| PCTY | B | -0.03% | |
| ORI | A | -0.03% | |
| MORN | B | -0.03% | |
| REXR | F | -0.03% | |
| CMA | A | -0.03% | |
| TPX | B | -0.03% | |
| FBIN | D | -0.03% | |
| GL | B | -0.03% | |
| RPRX | D | -0.03% | |
| PRI | A | -0.03% | |
| AES | F | -0.03% | |
| MKTX | D | -0.03% | |
| OHI | C | -0.03% | |
| AFG | A | -0.03% | |
| AIT | A | -0.03% | |
| CUBE | D | -0.03% | |
| CCK | C | -0.03% | |
| TTEK | F | -0.03% | |
| IPG | D | -0.03% | |
| DKS | C | -0.03% | |
| BLD | D | -0.03% | |
| PAYC | B | -0.03% | |
| LECO | B | -0.03% | |
| SJM | D | -0.03% | |
| RDN | C | -0.02% | |
| INSP | D | -0.02% | |
| GATX | A | -0.02% | |
| ITRI | B | -0.02% | |
| BC | C | -0.02% | |
| APPF | B | -0.02% | |
| CRUS | D | -0.02% | |
| LEA | D | -0.02% | |
| THO | B | -0.02% | |
| BCPC | B | -0.02% | |
| ETSY | D | -0.02% | |
| PVH | C | -0.02% | |
| CROX | D | -0.02% | |
| SUM | B | -0.02% | |
| LNC | B | -0.02% | |
| JHG | A | -0.02% | |
| BPMC | C | -0.02% | |
| WHR | B | -0.02% | |
| COOP | B | -0.02% | |
| IDA | A | -0.02% | |
| MTG | C | -0.02% | |
| SAIC | F | -0.02% | |
| FAF | A | -0.02% | |
| MTH | D | -0.02% | |
| MAT | D | -0.02% | |
| AWI | A | -0.02% | |
| DBX | B | -0.02% | |
| MTN | C | -0.02% | |
| BMI | B | -0.02% | |
| RHP | B | -0.02% | |
| AZEK | A | -0.02% | |
| ALK | C | -0.02% | |
| HALO | F | -0.02% | |
| BBWI | D | -0.02% | |
| FMC | D | -0.02% | |
| H | B | -0.02% | |
| CADE | B | -0.02% | |
| ATI | D | -0.02% | |
| ELAN | D | -0.02% | |
| ONB | B | -0.02% | |
| FCN | D | -0.02% | |
| PARA | C | -0.02% | |
| EXLS | B | -0.02% | |
| MIDD | C | -0.02% | |
| GTLS | B | -0.02% | |
| BIO | D | -0.02% | |
| CVLT | B | -0.02% | |
| G | B | -0.02% | |
| VFC | C | -0.02% | |
| RHI | B | -0.02% | |
| TREX | C | -0.02% | |
| MKSI | C | -0.02% | |
| NNN | D | -0.02% | |
| BWA | D | -0.02% | |
| SNV | B | -0.02% | |
| SKX | D | -0.02% | |
| HQY | B | -0.02% | |
| AGR | B | -0.01% | |
| COLM | B | -0.01% | |
| CWEN | C | -0.01% | |
| TNET | D | -0.01% | |
| ASH | D | -0.01% | |
| OGN | D | -0.01% | |
| CHH | A | -0.01% | |
| FELE | B | -0.01% | |
| FLO | D | -0.01% | |
| M | D | -0.01% | |
| SLGN | A | -0.01% | |
| CELH | F | -0.01% | |
| SWX | B | -0.01% | |
| POR | C | -0.01% | |
| MMS | F | -0.01% | |
| TENB | C | -0.01% | |
| SON | D | -0.01% |
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
CDEI: Top Represented Industries & Keywords
Industries:
Software - Application
Banks - Regional - US
Business Services
Diversified Industrials
Utilities - Regulated Electric
Medical Devices
Credit Services
Diagnostics & Research
Drug Manufacturers - Major
Semiconductors
Biotechnology
Building Materials
Capital Markets
Insurance - Life
Software - Infrastructure
Asset Management
Communication Equipment
Discount Stores
Engineering & Construction
Health Care Plans
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