Compare · 2 funds side by side · dividends reinvested

IWF and OSCV

IWFiShares×OSCVAptus×
$5k$7.5k$10k$12.5k$15k$17.5kLow $7,042 · 2022IWF$15,441OSCV$12,515Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two
02 / 04

IWF and OSCV, 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%$637M1.4
iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6
Rank among the two1st → 2ndFee, 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
@TheETFTracker·theetftracker.com

Head to Head

5Y
Opus Small Cap Value Plus ETF · $637M$12,515
OSCV
IWF
iShares Russell 1000 Growth ETF · $113B$15,441

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

OSCVMeasureIWF
+10.1%Year to dateJan 1 → Nov 6−5.3%
+10.6%1 yearTotal return−6.5%
+12.2%3 years · per year$10,000 became $14,132 · $17,022+19.4%
+4.6%5 years · per year$10,000 became $12,515 · $15,442+9.1%
0.79%Expense ratio$79 · $18 a year on $10k · lower is better0.18%
1.14%Trailing 12-mo yield$114 · $39 a year on $10k0.39%
−9.1%Worst dropSmaller is better−14.6%
12.2%VolatilityLower is calmer19.4%
OSCVIWF Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3OSCV wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

OSCV vs IWF: Top 5 Holdings

Today
15.2%in top 5
IWF
in top 539.8%
OSCVStockIWF
not top 5NVDA14.1%
not top 5AAPL9.0%
not top 5MSFT6.6%
not top 5GOOGL5.5%
not top 5AVGO4.5%
3.7%CASH&OTHnot top 5
3.0%THGnot top 5
2.9%TXRHnot top 5
2.8%EHCnot top 5
2.7%ENSGnot top 5
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

OSCV vs IWF Returns, Every Period

5Y
AptusOSCV
+4.6%
5 years, per year
IWFiShares
+9.1%
5 years, per year
−10%0%+10%+20%+10.1%−5.3%YTD+10.6%−6.5%1 year+12.2%+19.4%3 yrs · yr+4.6%+9.1%5 yrs · yr
OSCVIWFFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

OSCV vs IWF

YTD
AptusOSCV
+10.1%
IWFiShares
−5.3%
Jan 1Nov 6+10.1%−5.3%
+10.1%Year to date−5.3%
−9.1%Worst drop · 1Y−14.6%
12.2%Volatility · 1Y19.4%
1.1%Yield0.4%
$637MAssets$113B
4–0OSCV wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IWF, OSCV

Today
0.18%lowest, IWF
FundExpense ratioFee$10k
IWF0.18%$18
OSCV0.79%$79
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IWF, OSCV

1Y
1.14%highest, OSCV
FundTrailing yieldYield$10k
OSCV1.14%$114
IWF0.39%$39
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$35most kept, OSCV
OSCV$114 − $79 = $35
IWF$39 − $18 = $21
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IWF, OSCV

Today
0.0%most shared, IWF and OSCV
IWFOSCV
IWF—0.0%
OSCV0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+10.6%OSCV, at 12.2% volatility
−10%−5%0%+5%+10%+15%5%10%15%20%25%Volatility · 1 year → bumpierOSCV +10.6%IWF −6.5%
OSCVWorst drop−9.1%12.2% vol
IWFWorst drop−14.6%19.4% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
OSCVIWF
Jan 1Nov 6+10.1%−5.3%
+10.1%Year to date−5.3%
1.1%Yield0.4%
+10.6%Past year−6.5%
0.79%Fee0.18%
3–1OSCV wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com