OALC vs. USXF ETF Comparison
Comparison of OneAscent Large Cap Core ETF (OALC) to iShares ESG Advanced MSCI USA ETF (USXF)
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
197
USXF
iShares ESG Advanced MSCI USA ETF
USXF Description
The investment seeks to track the investment results of the MSCI USA Choice ESG Screened Index (the “underlying index”). The underlying index is a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of large- and mid-capitalization U.S. companies with favorable environmental, social and governance (“ESG”) ratings while applying extensive screens, including removing fossil fuel exposure. The fund generally will invest at least 90% of its assets in the component securities of the underlying index. It is non-diversified.Grade (RS Rating)
Last Trade
$51.89
Average Daily Volume
82,986
347
Performance
Period | OALC | USXF |
---|---|---|
30 Days | 3.48% | 3.47% |
60 Days | 4.90% | 6.46% |
90 Days | 6.76% | 6.86% |
12 Months | 28.81% | 38.85% |
101 Overlapping Holdings
Symbol | Grade | Weight in OALC | Weight in USXF | Overlap | |
---|---|---|---|---|---|
A | D | 0.21% | 0.18% | 0.18% | |
ACGL | D | 0.14% | 0.17% | 0.14% | |
ADBE | C | 0.65% | 1.06% | 0.65% | |
ADI | D | 0.46% | 0.5% | 0.46% | |
ADP | B | 0.45% | 0.58% | 0.45% | |
ADSK | A | 0.25% | 0.32% | 0.25% | |
AKAM | D | 0.09% | 0.06% | 0.06% | |
AMAT | F | 0.53% | 0.67% | 0.53% | |
AMD | F | 0.5% | 1.08% | 0.5% | |
AMGN | D | 0.32% | 0.72% | 0.32% | |
ANET | C | 0.54% | 0.48% | 0.48% | |
AON | A | 0.33% | 0.36% | 0.33% | |
APH | A | 0.37% | 0.41% | 0.37% | |
AVGO | D | 1.64% | 3.51% | 1.64% | |
AWK | D | 0.24% | 0.13% | 0.13% | |
AXP | A | 0.48% | 0.79% | 0.48% | |
BKNG | A | 0.58% | 0.81% | 0.58% | |
BLK | C | 0.55% | 0.73% | 0.55% | |
CB | C | 0.37% | 0.53% | 0.37% | |
CBRE | B | 0.43% | 0.2% | 0.2% | |
CCI | D | 0.35% | 0.22% | 0.22% | |
CDNS | B | 0.25% | 0.39% | 0.25% | |
CHTR | C | 0.36% | 0.17% | 0.17% | |
CMCSA | B | 0.78% | 0.8% | 0.78% | |
COF | B | 0.29% | 0.33% | 0.29% | |
CRWD | B | 0.21% | 0.39% | 0.21% | |
CTAS | B | 0.32% | 0.38% | 0.32% | |
DASH | A | 0.13% | 0.26% | 0.13% | |
DE | A | 0.37% | 0.5% | 0.37% | |
DECK | A | 0.17% | 0.13% | 0.13% | |
DHR | F | 0.56% | 0.74% | 0.56% | |
DXCM | D | 0.11% | 0.14% | 0.11% | |
EA | A | 0.28% | 0.2% | 0.2% | |
ELV | F | 0.42% | 0.44% | 0.42% | |
ETN | A | 0.47% | 0.7% | 0.47% | |
EW | C | 0.2% | 0.2% | 0.2% | |
EXPD | D | 0.21% | 0.08% | 0.08% | |
FFIV | B | 0.36% | 0.07% | 0.07% | |
FI | A | 0.51% | 0.6% | 0.51% | |
GDDY | A | 0.23% | 0.13% | 0.13% | |
GEV | B | 0.23% | 0.45% | 0.23% | |
GLW | B | 0.37% | 0.19% | 0.19% | |
GWW | B | 0.23% | 0.25% | 0.23% | |
HD | A | 1.25% | 1.94% | 1.25% | |
HOLX | D | 0.15% | 0.09% | 0.09% | |
HUM | C | 0.2% | 0.16% | 0.16% | |
IDXX | F | 0.21% | 0.16% | 0.16% | |
INCY | C | 0.11% | 0.06% | 0.06% | |
INTC | D | 0.32% | 0.49% | 0.32% | |
INTU | C | 0.61% | 0.86% | 0.61% | |
IT | C | 0.19% | 0.19% | 0.19% | |
ITW | B | 0.42% | 0.38% | 0.38% | |
JBL | B | 0.17% | 0.07% | 0.07% | |
JNPR | F | 0.26% | 0.05% | 0.05% | |
KDP | D | 0.17% | 0.17% | 0.17% | |
KEYS | A | 0.2% | 0.13% | 0.13% | |
KLAC | D | 0.35% | 0.4% | 0.35% | |
LIN | D | 0.72% | 1.03% | 0.72% | |
LOW | D | 0.64% | 0.71% | 0.64% | |
LRCX | F | 0.37% | 0.44% | 0.37% | |
MA | C | 1.29% | 2.07% | 1.29% | |
MCHP | D | 0.22% | 0.17% | 0.17% | |
MCO | B | 0.4% | 0.37% | 0.37% | |
MMC | B | 0.48% | 0.52% | 0.48% | |
MOH | F | 0.16% | 0.08% | 0.08% | |
MS | A | 0.6% | 0.77% | 0.6% | |
MTD | D | 0.21% | 0.12% | 0.12% | |
MU | D | 0.27% | 0.52% | 0.27% | |
NOW | A | 0.6% | 1.01% | 0.6% | |
NTAP | C | 0.17% | 0.12% | 0.12% | |
NVDA | C | 7.31% | 17.37% | 7.31% | |
NVR | D | 0.18% | 0.13% | 0.13% | |
OTIS | C | 0.36% | 0.2% | 0.2% | |
PANW | C | 0.31% | 0.6% | 0.31% | |
PGR | A | 0.4% | 0.72% | 0.4% | |
PH | A | 0.25% | 0.43% | 0.25% | |
PNC | B | 0.2% | 0.39% | 0.2% | |
PSTG | D | 0.1% | 0.07% | 0.07% | |
PTC | A | 0.13% | 0.11% | 0.11% | |
QCOM | F | 0.49% | 0.88% | 0.49% | |
REGN | F | 0.18% | 0.39% | 0.18% | |
RMD | C | 0.16% | 0.17% | 0.16% | |
SHW | A | 0.31% | 0.43% | 0.31% | |
SNPS | B | 0.31% | 0.39% | 0.31% | |
SPGI | C | 0.57% | 0.77% | 0.57% | |
STX | D | 0.13% | 0.09% | 0.09% | |
SYK | C | 0.53% | 0.64% | 0.53% | |
TFC | A | 0.17% | 0.3% | 0.17% | |
TJX | A | 0.55% | 0.65% | 0.55% | |
TXN | C | 0.71% | 0.88% | 0.71% | |
USB | A | 0.35% | 0.38% | 0.35% | |
V | A | 1.49% | 2.36% | 1.49% | |
VRSK | A | 0.28% | 0.19% | 0.19% | |
VRSN | F | 0.24% | 0.08% | 0.08% | |
VRTX | F | 0.28% | 0.56% | 0.28% | |
VZ | C | 0.72% | 0.85% | 0.72% | |
WAT | B | 0.17% | 0.1% | 0.1% | |
WDC | D | 0.12% | 0.1% | 0.1% | |
YUM | B | 0.24% | 0.18% | 0.18% | |
ZBRA | B | 0.15% | 0.09% | 0.09% | |
ZTS | D | 0.25% | 0.38% | 0.25% |
OALC Overweight 96 Positions Relative to USXF
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | F | 6.67% | |
AMZN | C | 4.04% | |
GOOGL | C | 2.07% | |
GOOG | C | 2.0% | |
BRK.A | B | 1.97% | |
TSLA | B | 1.8% | |
JPM | A | 1.64% | |
LLY | F | 1.29% | |
XOM | B | 1.25% | |
CSCO | B | 1.05% | |
PG | A | 1.04% | |
WMT | A | 1.0% | |
COST | B | 1.0% | |
BAC | A | 0.91% | |
KO | D | 0.9% | |
JNJ | D | 0.9% | |
ORCL | B | 0.84% | |
CRM | B | 0.81% | |
PEP | F | 0.81% | |
CVX | A | 0.74% | |
MCD | D | 0.71% | |
ABT | B | 0.7% | |
T | A | 0.68% | |
ABBV | D | 0.67% | |
MSI | B | 0.65% | |
MRK | F | 0.59% | |
HON | B | 0.58% | |
IBM | C | 0.57% | |
CAT | B | 0.57% | |
UNP | C | 0.55% | |
TMUS | B | 0.54% | |
GE | D | 0.46% | |
NEE | D | 0.46% | |
RTX | C | 0.44% | |
MDLZ | F | 0.42% | |
UBER | D | 0.42% | |
DUK | C | 0.41% | |
SO | D | 0.41% | |
BSX | B | 0.41% | |
CI | F | 0.4% | |
COP | C | 0.38% | |
UPS | C | 0.38% | |
LMT | D | 0.38% | |
MCK | B | 0.35% | |
GM | B | 0.35% | |
SRE | A | 0.34% | |
MAR | B | 0.3% | |
APP | B | 0.3% | |
KRC | C | 0.29% | |
GILD | C | 0.28% | |
MSCI | C | 0.27% | |
ABNB | C | 0.26% | |
JLL | D | 0.25% | |
UI | A | 0.25% | |
CIEN | B | 0.24% | |
COR | B | 0.23% | |
CMG | B | 0.22% | |
EXPE | B | 0.22% | |
ECL | D | 0.21% | |
ES | D | 0.2% | |
MNST | C | 0.2% | |
TDG | D | 0.2% | |
HPQ | B | 0.19% | |
CEG | D | 0.19% | |
CAH | B | 0.18% | |
GD | F | 0.18% | |
IDCC | A | 0.17% | |
EOG | A | 0.17% | |
F | C | 0.17% | |
HSY | F | 0.17% | |
CRDO | B | 0.16% | |
HHH | B | 0.16% | |
COIN | C | 0.16% | |
FE | C | 0.15% | |
VLO | C | 0.15% | |
LYB | F | 0.15% | |
LEN | D | 0.15% | |
LYFT | C | 0.15% | |
LUMN | C | 0.14% | |
ZG | A | 0.13% | |
DELL | C | 0.13% | |
IBKR | A | 0.13% | |
TTD | B | 0.13% | |
HES | B | 0.12% | |
D | C | 0.12% | |
NMRK | B | 0.12% | |
CRVL | A | 0.11% | |
MTCH | D | 0.11% | |
OXY | 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% | |
PINS | D | 0.09% |
OALC Underweight 246 Positions Relative to USXF
Symbol | Grade | Weight | |
---|---|---|---|
SCHW | B | -0.58% | |
PLD | D | -0.51% | |
TT | A | -0.45% | |
AMT | D | -0.45% | |
ICE | C | -0.43% | |
EQIX | A | -0.42% | |
MELI | D | -0.42% | |
WM | A | -0.42% | |
WELL | A | -0.4% | |
CME | A | -0.4% | |
PYPL | B | -0.4% | |
MRVL | B | -0.37% | |
TGT | F | -0.35% | |
APD | A | -0.35% | |
ORLY | B | -0.34% | |
CRH | A | -0.33% | |
HCA | F | -0.32% | |
APO | B | -0.32% | |
MSTR | C | -0.32% | |
AJG | B | -0.31% | |
HLT | A | -0.3% | |
TRV | B | -0.29% | |
AFL | B | -0.29% | |
DLR | B | -0.29% | |
BK | A | -0.28% | |
RCL | A | -0.28% | |
PCAR | B | -0.28% | |
ROP | B | -0.28% | |
FTNT | C | -0.28% | |
SPG | B | -0.28% | |
AMP | A | -0.27% | |
NXPI | D | -0.27% | |
FICO | B | -0.27% | |
AZO | C | -0.26% | |
URI | B | -0.26% | |
WDAY | B | -0.26% | |
PSA | D | -0.25% | |
CMI | A | -0.24% | |
NEM | D | -0.24% | |
AIG | B | -0.24% | |
VRT | B | -0.24% | |
FIS | C | -0.23% | |
DHI | D | -0.23% | |
WCN | A | -0.23% | |
PWR | A | -0.23% | |
CPRT | A | -0.23% | |
PRU | A | -0.22% | |
AME | A | -0.22% | |
HWM | A | -0.22% | |
KVUE | A | -0.22% | |
PAYX | C | -0.22% | |
ROST | C | -0.22% | |
RSG | A | -0.22% | |
FAST | B | -0.22% | |
DFS | B | -0.21% | |
AXON | A | -0.21% | |
TEL | B | -0.21% | |
FERG | B | -0.2% | |
IR | B | -0.2% | |
ODFL | B | -0.2% | |
SNOW | C | -0.19% | |
TEAM | A | -0.19% | |
VMC | B | -0.18% | |
DDOG | A | -0.18% | |
CTSH | B | -0.18% | |
HIG | B | -0.17% | |
WAB | B | -0.17% | |
NDAQ | A | -0.17% | |
IQV | D | -0.17% | |
GIS | D | -0.17% | |
MTB | A | -0.17% | |
GEHC | F | -0.17% | |
MLM | B | -0.17% | |
VEEV | C | -0.16% | |
AVB | B | -0.16% | |
HUBS | A | -0.16% | |
IRM | D | -0.16% | |
LULU | C | -0.16% | |
EBAY | D | -0.15% | |
WTW | B | -0.15% | |
ROK | B | -0.15% | |
GRMN | B | -0.15% | |
RJF | A | -0.15% | |
STT | A | -0.14% | |
PPG | F | -0.14% | |
MPWR | F | -0.14% | |
ON | D | -0.14% | |
NET | B | -0.14% | |
GPN | B | -0.14% | |
TSCO | D | -0.14% | |
CSGP | D | -0.14% | |
ANSS | B | -0.14% | |
XYL | D | -0.14% | |
ALNY | D | -0.14% | |
VTR | C | -0.13% | |
FTV | C | -0.13% | |
TROW | B | -0.13% | |
BRO | B | -0.13% | |
BR | A | -0.13% | |
PHM | D | -0.13% | |
CHD | B | -0.13% | |
DOV | A | -0.13% | |
SW | A | -0.13% | |
HPE | B | -0.13% | |
RF | A | -0.12% | |
EME | C | -0.12% | |
HUBB | B | -0.12% | |
SYF | B | -0.12% | |
HBAN | A | -0.12% | |
TYL | B | -0.12% | |
EQR | B | -0.12% | |
VLTO | D | -0.12% | |
K | A | -0.11% | |
NTRS | A | -0.11% | |
WST | C | -0.11% | |
WBD | C | -0.11% | |
BIIB | F | -0.11% | |
IFF | D | -0.11% | |
ZBH | C | -0.11% | |
CDW | F | -0.11% | |
LPLA | A | -0.11% | |
SBAC | D | -0.11% | |
PFG | D | -0.1% | |
LII | A | -0.1% | |
CSL | C | -0.1% | |
INVH | D | -0.1% | |
STLD | B | -0.1% | |
CLX | B | -0.1% | |
STE | F | -0.1% | |
MDB | C | -0.1% | |
PKG | A | -0.1% | |
CBOE | B | -0.1% | |
ILMN | D | -0.1% | |
LYV | A | -0.1% | |
BLDR | D | -0.1% | |
BBY | D | -0.09% | |
BAH | F | -0.09% | |
KEY | B | -0.09% | |
DGX | A | -0.09% | |
FDS | B | -0.09% | |
PODD | C | -0.09% | |
WSO | A | -0.09% | |
ZS | C | -0.09% | |
BALL | D | -0.09% | |
TRU | D | -0.09% | |
SNA | A | -0.09% | |
FSLR | F | -0.09% | |
IP | B | -0.09% | |
MKC | D | -0.09% | |
OMC | C | -0.09% | |
DRI | B | -0.09% | |
TWLO | A | -0.08% | |
AVY | D | -0.08% | |
ALGN | D | -0.08% | |
EG | C | -0.08% | |
CF | B | -0.08% | |
TER | D | -0.08% | |
DOCU | A | -0.08% | |
ULTA | F | -0.08% | |
ARE | D | -0.08% | |
GEN | B | -0.08% | |
MANH | D | -0.08% | |
MAS | D | -0.08% | |
DG | F | -0.08% | |
OC | A | -0.08% | |
KIM | A | -0.08% | |
GPC | D | -0.08% | |
FWONK | B | -0.08% | |
IEX | B | -0.08% | |
TRMB | B | -0.08% | |
PNR | A | -0.08% | |
RPM | A | -0.08% | |
WSM | B | -0.08% | |
RS | B | -0.08% | |
NDSN | B | -0.07% | |
POOL | C | -0.07% | |
ROL | B | -0.07% | |
DT | C | -0.07% | |
ACM | A | -0.07% | |
JBHT | C | -0.07% | |
ENTG | D | -0.07% | |
DOC | D | -0.07% | |
EL | F | -0.07% | |
UTHR | C | -0.07% | |
DPZ | C | -0.07% | |
TOST | B | -0.07% | |
KMX | B | -0.06% | |
DAY | B | -0.06% | |
BMRN | D | -0.06% | |
BXP | D | -0.06% | |
SJM | D | -0.06% | |
CG | A | -0.06% | |
NBIX | C | -0.06% | |
ALLE | D | -0.06% | |
OKTA | C | -0.06% | |
MRNA | F | -0.06% | |
HST | C | -0.06% | |
AMH | D | -0.06% | |
WPC | D | -0.06% | |
JKHY | D | -0.06% | |
CAG | D | -0.06% | |
CHRW | C | -0.06% | |
REG | B | -0.06% | |
SWK | D | -0.06% | |
EPAM | C | -0.06% | |
AVTR | F | -0.06% | |
SWKS | F | -0.06% | |
RVTY | F | -0.06% | |
CRL | C | -0.05% | |
HSIC | B | -0.05% | |
ALLY | C | -0.05% | |
SOLV | C | -0.05% | |
CNH | C | -0.05% | |
NLY | C | -0.05% | |
RPRX | D | -0.05% | |
EXAS | D | -0.05% | |
LKQ | D | -0.05% | |
MKTX | D | -0.05% | |
IPG | D | -0.05% | |
TECH | D | -0.05% | |
CTLT | B | -0.05% | |
LW | C | -0.05% | |
IOT | A | -0.05% | |
CCK | C | -0.05% | |
PAYC | B | -0.05% | |
AIZ | A | -0.05% | |
BSY | D | -0.04% | |
DVA | B | -0.04% | |
MOS | F | -0.04% | |
ENPH | F | -0.04% | |
TTC | D | -0.04% | |
CPB | D | -0.04% | |
AOS | F | -0.04% | |
HRL | D | -0.04% | |
TFX | F | -0.04% | |
KNX | B | -0.04% | |
FBIN | D | -0.04% | |
UHAL | D | -0.03% | |
WBA | F | -0.03% | |
BEN | C | -0.03% | |
QRVO | F | -0.03% | |
BIO | D | -0.03% | |
BBWI | D | -0.03% | |
H | B | -0.03% | |
AZPN | A | -0.03% | |
WLK | D | -0.02% |
OALC: Top Represented Industries & Keywords
USXF: Top Represented Industries & Keywords