OACP vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricOACPVXUSWinner
Expense Ratio0.67%0.05%
AUM$268M$156.5B
Dividend Yield4.69%2.60%
Holdings2558,747
YTD Return-0.70%+11.13%
1Y Return+2.76%+27.13%
3Y Return (annualized)+4.37%+17.24%
5Y Return (annualized)-+8.71%
Volatility (annualized)6.5%15.1%
Max Drawdown-11.8%-39.9%
Fund FamilyOneAscent InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionMar 30, 2022Jan 26, 2011

OACP vs VXUS Performance

OneAscent Core Plus Bond ETF (OACP) is a ETF from OneAscent Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OACP returned +2.76% while VXUS returned +27.13%. Year to date, OACP is down 0.70% versus a gain of 11.13% for VXUS.

Over three years, OACP compounded at +4.37% per year against +17.24% for VXUS. Across the full 4-year window we track, VXUS has the edge at +4.66% annualized vs +1.47%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.5% for OACP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -11.8% for OACP and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

OACP charges 0.67% per year while VXUS charges 0.05%. On a $10,000 position that is $67 vs $5 annually, a gap of $62 per year that compounds over a long holding period. On income, OACP currently yields 4.69% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

OACP and VXUS share 0 holdings out of 7989 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, OACP or VXUS?

OACP has an expense ratio of 0.67% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, OACP or VXUS?

Over the past year OACP returned +2.76% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (4 years), OACP annualized +1.47% vs +4.66% for VXUS. Past performance does not guarantee future results.

Which is riskier, OACP or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 6.5% for OACP. Worst drawdown: OACP -11.8% vs VXUS -39.9%.

Should I hold both OACP and VXUS?

OACP and VXUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OACP and VXUS?

OACP and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7989 unique securities.

Which pays a higher dividend, OACP or VXUS?

OACP yields 4.69% while VXUS yields 2.60%, so OACP currently pays the higher dividend yield.

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