Compare · 3 funds side by side · dividends reinvested

OSCV, FMTM and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

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

Story of the three · RiskSmallest drop

OSCV, FMTM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.7%+12.5%+4.3%−9.1%12.4%$631M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B1.9

MarketDesk Focused U.S. Momentum ETFUS Stock Styles · Factor0.45%0.25%+17.0%+16.8%[…][…]−16.0%27.1%$268M2.2

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

End-of-day Nov 13, 2026 · returns include dividends · since: OSCV 2018 · FMTM 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

MarketDesk Focused U.S. Momentum ETF · $268M[…]

FMTM

OSCV

Opus Small Cap Value Plus ETF · $631M$12,358

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

FMTM

More Ways to See the Pairs

FMTM vs OSCV: Top 5 Holdings

Today

FMTM

17.9%in top 5

OSCV

in top 514.8%

FMTMStockOSCV

3.6%TWnot top 5

3.6%MCKnot top 5

3.6%CBCnot top 5

not top 5CASH&OTH3.6%

3.5%RNRnot top 5

Cost, Income and Risk

Fees: OSCV, FMTM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FMTM0.45%$45

OSCV0.79%$79

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: OSCV, FMTM, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

OSCV

+17.0%Year to dateJan 1 → Nov 13+12.7%

+16.8%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $14,245+12.5%

[…]5 years · per year$10,000 became […] · $12,358+4.3%

0.45%Expense ratio$45 · $79 a year on $10k · lower is better0.79%

0.25%Trailing 12-mo yield$25 · $111 a year on $10k1.11%

−16.0%Worst dropSmaller is better−9.1%

27.1%VolatilityLower is calmer12.4%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.5%RGAnot top 5

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

Held in common3.4%

End-of-day Nov 13, 2026 · share of each fund

FMTM vs OSCV Returns, Every Period

1Y

MarketDeskFMTM

+16.8%

past year

OSCVAptus

+12.7%

past year

FMTMOSCVFaded: behind in that period

2–0FMTM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FMTM vs OSCV

YTD

MarketDeskFMTM

+17.0%

OSCVAptus

+12.7%

+17.0%Year to date+12.7%

−16.0%Worst drop · 1Y−9.1%

27.1%Volatility · 1Y12.4%

0.3%Yield1.1%

$268MAssets$631M

3–1OSCV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

IWF0.38%$38

FMTM0.25%$25

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$32most kept, OSCV

OSCV$111 − $79 = $32

IWF$38 − $18 = $20

FMTM$25 − $45 = −$20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: OSCV, FMTM, IWF

Today

3.5%most shared, FMTM and IWF

OSCVFMTMIWF

OSCV—3.4%0.0%

FMTM3.4%—3.5%

IWF0.0%3.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.8%FMTM, at 27.1% volatility

OSCVWorst drop−9.1%12.4% vol

IWFWorst drop−14.6%19.6% vol

FMTMWorst drop−16.0%27.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVFMTM

+12.7%Year to date+17.0%

1.1%Yield0.3%

+12.7%Past year+16.8%

0.79%Fee0.45%

3–1FMTM wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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OSCV, FMTM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three