Compare · 3 funds side by side · dividends reinvested

IWM, OSCV and VUG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

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

Story of the three · RiskSmallest drop

IWM, OSCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.9%+15.2%+18.8%+4.4%−11.1%18.9%$76.6B1.9

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.6%+12.1%+4.6%−9.1%12.4%$635M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: IWM 2000 · OSCV 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $76.6B$12,417

IWM

OSCV

Opus Small Cap Value Plus ETF · $635M$12,538

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

IWMMeasure

More Ways to See the Pairs

IWM vs OSCV: Top 5 Holdings

Today

IWM

1.9%in top 5

OSCV

in top 514.7%

IWMStockOSCV

not top 5CASH&OTH3.6%

not top 5THG2.9%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

Cost, Income and Risk

Fees: IWM, OSCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

OSCV0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IWM, OSCV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

OSCV

+13.9%Year to dateJan 1 → Nov 12+12.7%

+15.2%1 yearTotal return+12.6%

+18.8%3 years · per year$10,000 became $16,765 · $14,086+12.1%

+4.4%5 years · per year$10,000 became $12,417 · $12,538+4.6%

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

0.98%Trailing 12-mo yield$98 · $111 a year on $10k1.11%

−11.1%Worst dropSmaller is better−9.1%

18.9%VolatilityLower is calmer12.4%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

Held in common4.3%

End-of-day Nov 12, 2026 · share of each fund

IWM vs OSCV Returns, Every Period

5Y

iSharesIWM

+4.4%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

IWMOSCVFaded: behind in that period

3–1IWM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWM vs OSCV

YTD

iSharesIWM

+13.9%

OSCVAptus

+12.7%

+13.9%Year to date+12.7%

−11.1%Worst drop · 1Y−9.1%

18.9%Volatility · 1Y12.4%

1.0%Yield1.1%

$76.6BAssets$635M

3–1OSCV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

IWM0.98%$98

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$79most kept, IWM

IWM$98 − $19 = $79

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWM, OSCV, VUG

Today

4.3%most shared, IWM and OSCV

IWMOSCVVUG

IWM—4.3%0.0%

OSCV4.3%—0.0%

VUG0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.2%IWM, at 18.9% volatility

OSCVWorst drop−9.1%12.4% vol

IWMWorst drop−11.1%18.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVIWM

+12.7%Year to date+13.9%

1.1%Yield1.0%

+12.6%Past year+15.2%

0.79%Fee0.19%

3–1IWM wins

End-of-day Nov 12, 2026

+13.9%Year to date+14.1%

1.0%Yield1.3%

$76.6BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

IWM, OSCV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three