Compare · 3 funds side by side · dividends reinvested

IWF, OSCV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

IWF, OSCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.14%+10.1%+10.6%+12.2%+4.6%−9.1%12.2%$637M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWF 2000 · OSCV 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

OSCV

Opus Small Cap Value Plus ETF · $637M$12,515

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasureOSCV

−5.3%Year to dateJan 1 → Nov 6+10.1%

−6.5%1 yearTotal return+10.6%

+19.4%3 years · per year$10,000 became $17,022 · $14,132+12.2%

+9.1%5 years · per year$10,000 became $15,442 · $12,515+4.6%

0.18%Expense ratio$18 · $79 a year on $10k · lower is better0.79%

0.39%Trailing 12-mo yield$39 · $114 a year on $10k1.14%

−14.6%Worst dropSmaller is better−9.1%

19.4%VolatilityLower is calmer12.2%

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

3–5OSCV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs OSCV: Top 5 Holdings

Today

IWF

39.8%in top 5

OSCV

in top 515.2%

IWFStockOSCV

14.1%NVDAnot top 5

9.0%AAPLnot top 5

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5CASH&OTH3.7%

not top 5THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IWF vs OSCV Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

IWFOSCVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWF vs OSCV

YTD

iSharesIWF

−5.3%

OSCVAptus

+10.1%

−5.3%Year to date+10.1%

−14.6%Worst drop · 1Y−9.1%

19.4%Volatility · 1Y12.2%

0.4%Yield1.1%

$113BAssets$637M

4–0OSCV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWF, OSCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

OSCV0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWF, OSCV, VUG

1.14%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.14%$114

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

OSCV$114 − $79 = $35

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWF, OSCV, VUG

Today

78.0%most shared, IWF and VUG

IWFOSCVVUG

IWF—0.0%78.0%

OSCV0.0%—0.0%

VUG78.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.6%OSCV, at 12.2% volatility

OSCVWorst drop−9.1%12.2% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVVUG

+10.1%Year to date+1.4%

1.1%Yield0.4%

+10.6%Past year+0.2%

0.79%Fee0.03%

3–1OSCV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026