Compare · 3 funds side by side · dividends reinvested

IWM, OSCV and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IWM, OSCV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B2.4

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%$620M2.6

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: IWM 2000 · OSCV 2018 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

OSCV

Opus Small Cap Value Plus ETF · $620M$12,515

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

IWMMeasureOSCV

+11.9%Year to dateJan 1 → Nov 6+10.1%

+13.0%1 yearTotal return+10.6%

+19.6%3 years · per year$10,000 became $17,100 · $14,132+12.2%

+5.0%5 years · per year$10,000 became $12,766 · $12,515+4.6%

0.19%Expense ratio$19 · $79 a year on $10k · lower is better0.79%

1.00%Trailing 12-mo yield$100 · $114 a year on $10k1.14%

−11.1%Worst dropSmaller is better−9.1%

18.7%VolatilityLower is calmer12.2%

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

5–3IWM wins

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

More Ways to See the Pairs

IWM vs OSCV: Top 5 Holdings

Today

IWM

1.8%in top 5

OSCV

in top 515.2%

IWMStockOSCV

not top 5CASH&OTH3.7%

not top 5THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common4.3%

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

IWM vs OSCV Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

IWMOSCVFaded: behind in that period

4–0IWM wins

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

IWM vs VTV

YTD

iSharesIWM

+11.9%

VTVVanguard

+18.5%

+11.9%Year to date+18.5%

−11.1%Worst drop · 1Y−6.4%

18.7%Volatility · 1Y10.7%

1.0%Yield1.9%

$76.6BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWM, OSCV, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

OSCV0.79%$79

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

Yields: IWM, OSCV, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

OSCV1.14%$114

IWM1.00%$100

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWM$100 − $19 = $81

OSCV$114 − $79 = $35

KeptFee

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

Overlap: IWM, OSCV, VTV

Today

4.3%most shared, IWM and OSCV

IWMOSCVVTV

IWM—4.3%0.0%

OSCV4.3%—0.0%

VTV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

OSCVWorst drop−9.1%12.2% vol

IWMWorst drop−11.1%18.7% vol

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

Paid More vs Made More

YTD

VTVIWM

+18.5%Year to date+11.9%

1.9%Yield1.0%

+22.9%Past year+13.0%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

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