Compare · 3 funds side by side · dividends reinvested

OSCV, FMTM 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

OSCV, FMTM 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

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%$620M2.4

MarketDesk Focused U.S. Momentum ETFUS Stock Styles · Factor0.45%0.26%+14.1%+15.5%[…][…]−16.0%27.2%$266M2.5

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: OSCV 2018 · FMTM 2025 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OSCV

FMTM

MarketDesk Focused U.S. Momentum ETF · $266M[…]

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

OSCVMeasureFMTM

+10.1%Year to dateJan 1 → Nov 6+14.1%

+10.6%1 yearTotal return+15.5%

+12.2%3 years · per year$10,000 became $14,132 · […][…]

+4.6%5 years · per year$10,000 became $12,515 · […][…]

0.79%Expense ratio$79 · $45 a year on $10k · lower is better0.45%

1.14%Trailing 12-mo yield$114 · $26 a year on $10k0.26%

−9.1%Worst dropSmaller is better−16.0%

12.2%VolatilityLower is calmer27.2%

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

3–3Level

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

More Ways to See the Pairs

OSCV vs FMTM: Top 5 Holdings

Today

OSCV

15.2%in top 5

FMTM

in top 518.0%

OSCVStockFMTM

3.7%CASH&OTHnot top 5

not top 5MCK3.7%

not top 5TTEK3.6%

not top 5PSA3.6%

not top 5CBC3.6%

not top 5RNR3.6%

3.0%THGnot top 5

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Held in common3.4%

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

OSCV vs FMTM Returns, Every Period

AptusOSCV

+10.6%

past year

FMTMMarketDesk

+15.5%

past year

OSCVFMTMFaded: behind in that period

0–2FMTM wins

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

OSCV vs VTV

YTD

AptusOSCV

+10.1%

VTVVanguard

+18.5%

+10.1%Year to date+18.5%

−9.1%Worst drop · 1Y−6.4%

12.2%Volatility · 1Y10.7%

1.1%Yield1.9%

$620MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: OSCV, FMTM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

FMTM0.45%$45

OSCV0.79%$79

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

Yields: OSCV, FMTM, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

OSCV1.14%$114

FMTM0.26%$26

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

OSCV$114 − $79 = $35

FMTM$26 − $45 = −$19

KeptFee

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

Overlap: OSCV, FMTM, VTV

Today

5.2%most shared, FMTM and VTV

OSCVFMTMVTV

OSCV—3.4%0.0%

FMTM3.4%—5.2%

VTV0.0%5.2%—

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

FMTMWorst drop−16.0%27.2% vol

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

Paid More vs Made More

YTD

VTVFMTM

+18.5%Year to date+14.1%

1.9%Yield0.3%

+22.9%Past year+15.5%

0.03%Fee0.45%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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