OALC: Christian-Values ETF With High Fees But Solid Fundamentals
OALC is a Christian faith-based alternative to S&P 500 Index funds and has excellent fundamentals. This analysis evaluated its diversification, risk, growth, value, and quality features compared to its peers. Unlike CATH, a more established ETF for Catholic investors, OALC is materially different from the S&P 500 Index. In particular, it avoids Apple, Meta Platforms, and UnitedHealth Group. OALC is a good single-solution ETF, but its expense ratio will eventually become burdensome. Currently, it's 0.49%, but that includes a 0.37% fee waiver set to expire in December 2025.
