Compare · 2 funds side by side · dividends reinvested

IWM and OSCV

IWMiShares×OSCVAptus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,637IWM · best of the two

02 / 04

IWM and OSCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$77.4B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.13%+10.3%+11.4%+12.5%+4.8%−9.1%12.2%$633M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IWM 2000 · OSCV 2018

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.4B$12,637

IWM

OSCV

Opus Small Cap Value Plus ETF · $633M$12,615

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

IWMMeasureOSCV

+10.8%Year to dateJan 1 → Nov 5+10.3%

+13.5%1 yearTotal return+11.4%

+19.4%3 years · per year$10,000 became $17,029 · $14,253+12.5%

+4.8%5 years · per year$10,000 became $12,637 · $12,615+4.8%

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

1.01%Trailing 12-mo yield$101 · $113 a year on $10k1.13%

−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

4–3IWM wins

End-of-day Nov 5, 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 514.9%

IWMStockOSCV

not top 5CASH&OTH3.6%

not top 5THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common4.2%

End-of-day Nov 5, 2026 · share of each fund

IWM vs OSCV Returns, Every Period

iSharesIWM

+4.8%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

IWMOSCVFaded: behind in that period

3–0IWM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWM vs OSCV

YTD

iSharesIWM

+10.8%

OSCVAptus

+10.3%

+10.8%Year to date+10.3%

−11.1%Worst drop · 1Y−9.1%

18.7%Volatility · 1Y12.2%

1.0%Yield1.1%

$77.4BAssets$633M

3–1OSCV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWM, OSCV

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

OSCV0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWM, OSCV

1.13%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.13%$113

IWM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

OSCV$113 − $79 = $34

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWM, OSCV

Today

4.2%most shared, IWM and OSCV

IWMOSCV

IWM—4.2%

OSCV4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IWM, at 18.7% volatility

OSCVWorst drop−9.1%12.2% vol

IWMWorst drop−11.1%18.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVIWM

+10.3%Year to date+10.8%

1.1%Yield1.0%

+11.4%Past year+13.5%

0.79%Fee0.19%

3–1IWM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026