OALC vs. EFIV ETF Comparison
Comparison of OneAscent Large Cap Core ETF (OALC) to SPDR S&P 500 ESG ETF (EFIV)
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
$29.18
Average Daily Volume
25,094
196
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$55.44
Average Daily Volume
120,232
316
Performance
Period | OALC | EFIV |
---|---|---|
30 Days | 2.67% | 2.00% |
60 Days | 4.70% | 4.47% |
90 Days | 4.48% | 4.73% |
12 Months | 29.57% | 33.75% |
111 Overlapping Holdings
Symbol | Grade | Weight in OALC | Weight in EFIV | Overlap | |
---|---|---|---|---|---|
A | C | 0.24% | 0.12% | 0.12% | |
ABBV | B | 0.81% | 0.99% | 0.81% | |
ABT | C | 0.73% | 0.58% | 0.58% | |
ACGL | B | 0.16% | 0.12% | 0.12% | |
ADBE | F | 0.68% | 0.68% | 0.68% | |
ADP | C | 0.43% | 0.33% | 0.33% | |
ADSK | B | 0.23% | 0.17% | 0.17% | |
AKAM | D | 0.1% | 0.04% | 0.04% | |
AMAT | D | 0.58% | 0.47% | 0.47% | |
AMD | C | 0.59% | 0.73% | 0.59% | |
AMGN | D | 0.38% | 0.52% | 0.38% | |
AON | B | 0.31% | 0.22% | 0.22% | |
AWK | C | 0.29% | 0.08% | 0.08% | |
AXP | B | 0.47% | 0.44% | 0.44% | |
BAC | D | 0.85% | 0.81% | 0.81% | |
BLK | B | 0.51% | 0.38% | 0.38% | |
BSX | B | 0.41% | 0.36% | 0.36% | |
CAH | C | 0.17% | 0.08% | 0.08% | |
CAT | B | 0.58% | 0.53% | 0.53% | |
CB | B | 0.39% | 0.34% | 0.34% | |
CBRE | B | 0.42% | 0.11% | 0.11% | |
CI | C | 0.47% | 0.29% | 0.29% | |
CMCSA | C | 0.76% | 0.46% | 0.46% | |
CMG | D | 0.22% | 0.23% | 0.22% | |
COF | B | 0.26% | 0.17% | 0.17% | |
COST | C | 1.02% | 1.16% | 1.02% | |
CRM | C | 0.68% | 0.75% | 0.68% | |
CSCO | B | 0.97% | 0.6% | 0.6% | |
CTAS | C | 0.32% | 0.2% | 0.2% | |
CVX | F | 0.7% | 0.72% | 0.7% | |
DE | A | 0.41% | 0.31% | 0.31% | |
DECK | C | 0.15% | 0.07% | 0.07% | |
DHR | B | 0.67% | 0.53% | 0.53% | |
EA | D | 0.25% | 0.1% | 0.1% | |
ECL | B | 0.23% | 0.18% | 0.18% | |
ELV | D | 0.59% | 0.36% | 0.36% | |
ES | B | 0.22% | 0.07% | 0.07% | |
ETN | C | 0.44% | 0.38% | 0.38% | |
EW | F | 0.21% | 0.12% | 0.12% | |
EXPE | C | 0.18% | 0.05% | 0.05% | |
FITB | B | 0.1% | 0.09% | 0.09% | |
GE | C | 0.5% | 0.59% | 0.5% | |
GILD | B | 0.26% | 0.3% | 0.26% | |
GM | C | 0.31% | 0.16% | 0.16% | |
GOOG | D | 1.92% | 2.31% | 1.92% | |
GOOGL | D | 2.0% | 2.76% | 2.0% | |
GWW | B | 0.21% | 0.13% | 0.13% | |
HD | B | 1.26% | 1.12% | 1.12% | |
HES | F | 0.12% | 0.11% | 0.11% | |
HOLX | D | 0.16% | 0.06% | 0.06% | |
HPQ | C | 0.19% | 0.09% | 0.09% | |
HSY | D | 0.2% | 0.08% | 0.08% | |
HUM | F | 0.23% | 0.11% | 0.11% | |
IDXX | D | 0.27% | 0.12% | 0.12% | |
INCY | C | 0.1% | 0.03% | 0.03% | |
INTC | D | 0.28% | 0.26% | 0.26% | |
ITW | B | 0.42% | 0.2% | 0.2% | |
JPM | D | 1.5% | 1.75% | 1.5% | |
KDP | B | 0.2% | 0.11% | 0.11% | |
KLAC | D | 0.44% | 0.3% | 0.3% | |
KO | B | 1.06% | 0.79% | 0.79% | |
LIN | B | 0.78% | 0.65% | 0.65% | |
LLY | D | 1.57% | 2.12% | 1.57% | |
LOW | B | 0.65% | 0.43% | 0.43% | |
LRCX | D | 0.41% | 0.3% | 0.3% | |
LYB | D | 0.18% | 0.07% | 0.07% | |
MA | B | 1.27% | 1.17% | 1.17% | |
MAR | B | 0.27% | 0.17% | 0.17% | |
MCD | B | 0.74% | 0.61% | 0.61% | |
MCO | C | 0.42% | 0.22% | 0.22% | |
MDLZ | C | 0.5% | 0.29% | 0.29% | |
MMC | C | 0.51% | 0.32% | 0.32% | |
MRK | F | 0.73% | 0.86% | 0.73% | |
MS | B | 0.48% | 0.37% | 0.37% | |
MSCI | C | 0.26% | 0.13% | 0.13% | |
MSFT | C | 7.18% | 9.46% | 7.18% | |
MTD | C | 0.25% | 0.1% | 0.1% | |
MU | D | 0.26% | 0.29% | 0.26% | |
NEE | B | 0.53% | 0.49% | 0.49% | |
NVDA | C | 6.14% | 8.41% | 6.14% | |
OTIS | B | 0.36% | 0.11% | 0.11% | |
OXY | F | 0.1% | 0.1% | 0.1% | |
PEP | D | 0.9% | 0.7% | 0.7% | |
PG | C | 1.12% | 1.17% | 1.12% | |
PH | B | 0.23% | 0.23% | 0.23% | |
PNC | C | 0.19% | 0.22% | 0.19% | |
QCOM | D | 0.55% | 0.56% | 0.55% | |
REGN | D | 0.28% | 0.36% | 0.28% | |
RMD | C | 0.17% | 0.1% | 0.1% | |
SHW | B | 0.32% | 0.26% | 0.26% | |
SPGI | C | 0.62% | 0.49% | 0.49% | |
SRE | B | 0.33% | 0.15% | 0.15% | |
SYK | C | 0.53% | 0.36% | 0.36% | |
T | B | 0.68% | 0.44% | 0.44% | |
TFC | D | 0.16% | 0.17% | 0.16% | |
TJX | C | 0.57% | 0.39% | 0.39% | |
TMUS | B | 0.48% | 0.3% | 0.3% | |
TSLA | C | 1.48% | 1.96% | 1.48% | |
UBER | C | 0.47% | 0.46% | 0.46% | |
UNP | D | 0.6% | 0.44% | 0.44% | |
UPS | D | 0.4% | 0.28% | 0.28% | |
USB | C | 0.34% | 0.21% | 0.21% | |
V | C | 1.45% | 1.3% | 1.3% | |
VLO | F | 0.16% | 0.13% | 0.13% | |
VRSK | D | 0.27% | 0.11% | 0.11% | |
WAT | B | 0.16% | 0.06% | 0.06% | |
WDC | C | 0.13% | 0.06% | 0.06% | |
WMT | B | 0.96% | 0.97% | 0.96% | |
XOM | D | 1.26% | 1.51% | 1.26% | |
YUM | B | 0.24% | 0.11% | 0.11% | |
ZTS | B | 0.29% | 0.26% | 0.26% |
OALC Overweight 85 Positions Relative to EFIV
Symbol | Grade | Weight | |
---|---|---|---|
AMZN | C | 3.8% | |
BRK.A | C | 2.03% | |
AVGO | C | 1.69% | |
JNJ | C | 1.02% | |
VZ | A | 0.81% | |
ORCL | B | 0.78% | |
TXN | B | 0.75% | |
MSI | B | 0.61% | |
IBM | B | 0.61% | |
INTU | D | 0.59% | |
ANET | C | 0.56% | |
NOW | C | 0.55% | |
HON | C | 0.54% | |
ADI | C | 0.53% | |
BKNG | B | 0.49% | |
RTX | B | 0.46% | |
DUK | B | 0.45% | |
SO | B | 0.44% | |
LMT | A | 0.42% | |
CCI | C | 0.41% | |
PGR | C | 0.41% | |
COP | F | 0.39% | |
GLW | B | 0.37% | |
APH | C | 0.35% | |
FFIV | B | 0.34% | |
KRC | C | 0.32% | |
SNPS | F | 0.31% | |
CHTR | D | 0.31% | |
MCK | F | 0.3% | |
VRTX | D | 0.29% | |
PANW | D | 0.28% | |
JNPR | A | 0.28% | |
MCHP | D | 0.28% | |
ABNB | D | 0.26% | |
JLL | B | 0.26% | |
VRSN | C | 0.25% | |
CDNS | D | 0.24% | |
EXPD | B | 0.23% | |
TDG | B | 0.23% | |
CIEN | B | 0.21% | |
GDDY | C | 0.21% | |
KEYS | B | 0.21% | |
MOH | D | 0.2% | |
MNST | D | 0.2% | |
GD | C | 0.2% | |
NVR | B | 0.2% | |
IT | C | 0.19% | |
CRWD | D | 0.18% | |
F | F | 0.18% | |
NTAP | D | 0.18% | |
GEV | B | 0.18% | |
CEG | C | 0.18% | |
UI | B | 0.17% | |
EOG | D | 0.17% | |
LEN | B | 0.17% | |
JBL | C | 0.16% | |
FE | B | 0.16% | |
HHH | C | 0.16% | |
APP | C | 0.14% | |
MTCH | C | 0.14% | |
STX | B | 0.14% | |
ZBRA | B | 0.14% | |
PTC | C | 0.13% | |
D | C | 0.13% | |
NMRK | B | 0.13% | |
IDCC | B | 0.13% | |
DXCM | F | 0.12% | |
DELL | C | 0.12% | |
ZG | C | 0.12% | |
TTD | B | 0.12% | |
DASH | B | 0.11% | |
LYFT | D | 0.11% | |
LUMN | C | 0.11% | |
ROKU | D | 0.11% | |
CRDO | D | 0.11% | |
PINS | D | 0.1% | |
WRB | D | 0.1% | |
SPSC | D | 0.1% | |
CRVL | B | 0.1% | |
IBKR | B | 0.1% | |
COMP | C | 0.1% | |
PSTG | F | 0.1% | |
COIN | F | 0.1% | |
IAC | C | 0.1% | |
FYBR | C | 0.09% |
OALC Underweight 205 Positions Relative to EFIV
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -9.57% | |
UNH | C | -1.54% | |
ACN | C | -0.61% | |
PFE | D | -0.49% | |
DIS | D | -0.49% | |
GS | B | -0.47% | |
PLD | C | -0.35% | |
C | C | -0.35% | |
MDT | B | -0.34% | |
SBUX | C | -0.32% | |
AMT | C | -0.31% | |
BMY | C | -0.29% | |
SCHW | D | -0.28% | |
NKE | D | -0.28% | |
ICE | C | -0.26% | |
TT | B | -0.25% | |
PYPL | B | -0.24% | |
CL | C | -0.24% | |
EQIX | B | -0.24% | |
WELL | C | -0.22% | |
WM | D | -0.22% | |
CME | B | -0.22% | |
TGT | C | -0.21% | |
CVS | D | -0.21% | |
CARR | B | -0.2% | |
BDX | D | -0.2% | |
CSX | C | -0.2% | |
APD | B | -0.19% | |
FCX | C | -0.19% | |
EMR | D | -0.18% | |
SLB | F | -0.18% | |
AJG | D | -0.18% | |
NEM | C | -0.18% | |
MPC | F | -0.17% | |
DHI | C | -0.17% | |
URI | B | -0.16% | |
BK | B | -0.16% | |
TRV | C | -0.16% | |
WMB | C | -0.16% | |
OKE | C | -0.16% | |
AFL | A | -0.16% | |
HLT | B | -0.16% | |
PSX | F | -0.16% | |
NSC | C | -0.16% | |
PSA | C | -0.16% | |
ALL | C | -0.15% | |
JCI | B | -0.15% | |
ROST | C | -0.15% | |
DLR | B | -0.15% | |
PCAR | D | -0.15% | |
FIS | C | -0.14% | |
AIG | D | -0.14% | |
MET | B | -0.14% | |
PRU | C | -0.13% | |
TEL | D | -0.13% | |
AMP | B | -0.13% | |
CNC | D | -0.12% | |
RCL | B | -0.12% | |
CTVA | B | -0.12% | |
RSG | D | -0.12% | |
PEG | B | -0.12% | |
KMI | C | -0.12% | |
CMI | B | -0.12% | |
GIS | B | -0.12% | |
PWR | B | -0.12% | |
PAYX | C | -0.12% | |
SYY | C | -0.11% | |
KR | B | -0.11% | |
DOW | C | -0.11% | |
EXR | C | -0.11% | |
IR | B | -0.11% | |
EXC | B | -0.11% | |
AME | C | -0.11% | |
IRM | C | -0.1% | |
TRGP | C | -0.1% | |
HIG | B | -0.1% | |
ED | B | -0.1% | |
DFS | C | -0.1% | |
BKR | C | -0.1% | |
BIIB | F | -0.09% | |
WTW | B | -0.09% | |
MTB | C | -0.09% | |
DAL | C | -0.09% | |
PPG | C | -0.09% | |
PHM | B | -0.09% | |
NDAQ | C | -0.09% | |
ROK | D | -0.09% | |
ON | D | -0.09% | |
LULU | D | -0.09% | |
WAB | B | -0.09% | |
CSGP | D | -0.09% | |
EIX | B | -0.09% | |
EBAY | B | -0.09% | |
FANG | F | -0.09% | |
AVB | C | -0.09% | |
ADM | D | -0.09% | |
XYL | C | -0.09% | |
DVN | F | -0.08% | |
IFF | A | -0.08% | |
HAL | F | -0.08% | |
DOV | B | -0.08% | |
EQR | C | -0.08% | |
STT | B | -0.08% | |
FTV | C | -0.08% | |
ETR | A | -0.08% | |
AXON | B | -0.08% | |
KHC | C | -0.08% | |
GPN | D | -0.08% | |
TSCO | B | -0.08% | |
MRNA | F | -0.07% | |
CPAY | B | -0.07% | |
RJF | C | -0.07% | |
TTWO | D | -0.07% | |
WY | C | -0.07% | |
HPE | C | -0.07% | |
TROW | C | -0.07% | |
BR | C | -0.07% | |
VTR | C | -0.07% | |
SBAC | C | -0.07% | |
SW | B | -0.07% | |
ARE | C | -0.06% | |
CFG | D | -0.06% | |
APTV | D | -0.06% | |
BAX | C | -0.06% | |
ULTA | D | -0.06% | |
GPC | D | -0.06% | |
EL | D | -0.06% | |
OMC | B | -0.06% | |
SYF | C | -0.06% | |
EQT | C | -0.06% | |
MKC | C | -0.06% | |
BALL | C | -0.06% | |
K | A | -0.06% | |
RF | B | -0.06% | |
CBOE | C | -0.06% | |
HBAN | B | -0.06% | |
ZBH | F | -0.06% | |
HUBB | B | -0.06% | |
CF | B | -0.05% | |
IEX | C | -0.05% | |
PNR | B | -0.05% | |
AMCR | B | -0.05% | |
KEY | C | -0.05% | |
SWK | B | -0.05% | |
DGX | B | -0.05% | |
AVY | C | -0.05% | |
EG | B | -0.05% | |
TSN | D | -0.05% | |
MAS | B | -0.05% | |
FDS | C | -0.05% | |
CCL | C | -0.05% | |
PFG | B | -0.05% | |
NTRS | C | -0.05% | |
BBY | A | -0.05% | |
KMX | D | -0.04% | |
CHRW | B | -0.04% | |
SJM | C | -0.04% | |
ALLE | B | -0.04% | |
JKHY | B | -0.04% | |
HST | D | -0.04% | |
UDR | C | -0.04% | |
JBHT | D | -0.04% | |
POOL | C | -0.04% | |
DOC | B | -0.04% | |
CAG | B | -0.04% | |
KIM | C | -0.04% | |
LVS | C | -0.04% | |
MOS | F | -0.03% | |
DVA | B | -0.03% | |
CZR | C | -0.03% | |
GL | D | -0.03% | |
DAY | D | -0.03% | |
HAS | B | -0.03% | |
HRL | F | -0.03% | |
LW | D | -0.03% | |
TPR | A | -0.03% | |
NWSA | D | -0.03% | |
CPB | C | -0.03% | |
AIZ | B | -0.03% | |
TAP | D | -0.03% | |
MGM | D | -0.03% | |
MKTX | D | -0.03% | |
ALB | D | -0.03% | |
CRL | F | -0.03% | |
LKQ | F | -0.03% | |
TFX | B | -0.03% | |
BXP | C | -0.03% | |
IPG | C | -0.03% | |
REG | C | -0.03% | |
BEN | F | -0.02% | |
WBA | F | -0.02% | |
ETSY | D | -0.02% | |
BBWI | D | -0.02% | |
AAL | D | -0.02% | |
BIO | C | -0.02% | |
WYNN | C | -0.02% | |
RL | B | -0.02% | |
BWA | C | -0.02% | |
IVZ | B | -0.02% | |
FMC | B | -0.02% | |
MHK | B | -0.02% | |
FRT | C | -0.02% | |
NCLH | B | -0.02% | |
NWS | D | -0.01% | |
PARA | D | -0.01% |
OALC: Top Represented Industries & Keywords
EFIV: Top Represented Industries & Keywords