Compare · 3 funds side by side · dividends reinvested

FMTM, OSCV and VUG

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeOSCV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

FMTM, OSCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.7%+12.5%+4.3%−9.1%12.4%$630M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B1.9

MarketDesk Focused U.S. Momentum ETFUS Stock Styles · Factor0.45%0.25%+17.0%+16.8%[…][…]−16.0%27.1%$268M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: FMTM 2025 · OSCV 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $630M$12,358

OSCV

FMTM

MarketDesk Focused U.S. Momentum ETF · $268M[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

OSCV

More Ways to See the Pairs

OSCV vs FMTM: Top 5 Holdings

Today

OSCV

14.8%in top 5

FMTM

in top 517.9%

OSCVStockFMTM

not top 5TW3.6%

not top 5MCK3.6%

not top 5CBC3.6%

3.6%CASH&OTHnot top 5

not top 5RNR3.5%

Cost, Income and Risk

Fees: FMTM, OSCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FMTM0.45%$45

OSCV0.79%$79

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FMTM, OSCV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

FMTM

+12.7%Year to dateJan 1 → Nov 13+17.0%

+12.7%1 yearTotal return+16.8%

+12.5%3 years · per year$10,000 became $14,245 · […][…]

+4.3%5 years · per year$10,000 became $12,358 · […][…]

0.79%Expense ratio$79 · $45 a year on $10k · lower is better0.45%

1.11%Trailing 12-mo yield$111 · $25 a year on $10k0.25%

−9.1%Worst dropSmaller is better−16.0%

12.4%VolatilityLower is calmer27.1%

OSCVFMTM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5RGA3.5%

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Held in common3.4%

End-of-day Nov 13, 2026 · share of each fund

OSCV vs FMTM Returns, Every Period

1Y

AptusOSCV

+12.7%

past year

FMTMMarketDesk

+16.8%

past year

OSCVFMTMFaded: behind in that period

0–2FMTM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

OSCV vs VUG

YTD

AptusOSCV

+12.7%

VUGVanguard

+3.9%

+12.7%Year to date+3.9%

−9.1%Worst drop · 1Y−15.1%

12.4%Volatility · 1Y19.1%

1.1%Yield0.4%

$630MAssets$233B

4–0OSCV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

VUG0.41%$41

FMTM0.25%$25

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$38most kept, VUG

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

FMTM$25 − $45 = −$20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FMTM, OSCV, VUG

Today

3.4%most shared, FMTM and OSCV

FMTMOSCVVUG

FMTM—3.4%2.2%

OSCV3.4%—0.0%

VUG2.2%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.8%FMTM, at 27.1% volatility

OSCVWorst drop−9.1%12.4% vol

VUGWorst drop−15.1%19.1% vol

FMTMWorst drop−16.0%27.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVFMTM

+12.7%Year to date+17.0%

1.1%Yield0.3%

+12.7%Past year+16.8%

0.79%Fee0.45%

3–1FMTM wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Loading…

FMTM, OSCV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three