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Upturn AI SWOT - About
OneAscent Small Cap Core ETF (OASC)
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Upturn Advisory Summary
10/24/2025: OASC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 13.37% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.44 - 29.90 | Updated Date 06/28/2025 |
52 Weeks Range 21.44 - 29.90 | Updated Date 06/28/2025 |
Upturn AI SWOT
OneAscent Small Cap Core ETF
ETF Overview
Overview
The OneAscent Small Cap Core ETF seeks to provide long-term capital appreciation by investing in a broad range of small-capitalization U.S. companies. The fund aims to replicate the performance of its benchmark, the S&P SmallCap 600 Index.
Reputation and Reliability
OneAscent is a relatively new issuer, focused on faith-based investing strategies. Their reputation is still developing but emphasizes values alignment.
Management Expertise
The management team blends investment expertise with a commitment to faith-based principles. Specific team details are available in fund prospectuses.
Investment Objective
Goal
To achieve long-term capital appreciation by replicating the performance of the S&P SmallCap 600 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, seeking to track the performance of the S&P SmallCap 600 Index.
Composition The ETF primarily holds stocks of small-capitalization U.S. companies included in the S&P SmallCap 600 Index.
Market Position
Market Share: Data not readily available for a precise market share, as this is a niche ETF.
Total Net Assets (AUM):
Competitors
Key Competitors
- IJR
- VIOO
- SMLV
Competitive Landscape
The small-cap ETF market is competitive. OneAscent's advantage lies in its values-based approach, potentially attracting investors seeking faith-aligned investments. Its disadvantage is its smaller size and newer presence compared to established players like IJR or VIOO.
Financial Performance
Historical Performance: Historical performance data not readily available due to the ETF's relatively new inception. Performance should track closely with S&P SmallCap 600 index.
Benchmark Comparison: Performance should closely mirror the S&P SmallCap 600 Index. Deviations would arise from expense ratio and tracking error.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume is expected to be lower than more established small-cap ETFs.
Bid-Ask Spread
Bid-ask spread is expected to be wider than more established small-cap ETFs due to lower trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small-cap stocks affect the OneAscent Small Cap Core ETF. Specific sector trends within the S&P SmallCap 600 Index also play a role.
Growth Trajectory
Growth depends on increased adoption of faith-based investing and broader interest in small-cap stocks. Changes in index composition will affect the ETF's holdings.
Moat and Competitive Advantages
Competitive Edge
OneAscent Small Cap Core ETF's competitive advantage is its values-based investing approach, attracting investors seeking investments aligned with their faith. This differentiates it from broader small-cap ETFs. Investors can use the ETF as part of a diversified portfolio. The Fund is also designed to track the S&P SmallCap 600 Index.
Risk Analysis
Volatility
The ETF's volatility is expected to align with the S&P SmallCap 600 Index, which is generally higher than large-cap indices.
Market Risk
The ETF is subject to market risk inherent in small-cap stocks, including economic downturns, industry-specific challenges, and liquidity issues.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking exposure to small-cap U.S. equities while aligning their investments with faith-based principles.
Market Risk
The ETF is suitable for long-term investors seeking passive exposure to small-cap stocks and may appeal to those with values-based investment preferences.
Summary
The OneAscent Small Cap Core ETF offers exposure to the U.S. small-cap market with a values-based investing approach. Its goal is to track the S&P SmallCap 600 Index, but its performance and liquidity may differ from larger peers. It is suited for long-term investors seeking to align their investment with their faith and diversify their portfolio with small-cap equities. Investors should carefully consider their investment objectives and risk tolerance. Its values-based approach differentiates it from the broader small-cap ETF market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- OneAscent ETFs website
- S&P Dow Jones Indices
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data can be delayed and is subject to change. Past performance is not indicative of future results. Market share data may not be readily available or may be based on estimates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About OneAscent Small Cap Core ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in small-cap equity securities issued by companies domiciled in the United States, with the intention of tracking the S&P SmallCap 600 Index. Under normal circumstances, the fund invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities (principally common stocks) of small cap companies.
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