Compare · 3 funds side by side · dividends reinvested

OSCV, FMTM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

OSCV, FMTM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$620M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

MarketDesk Focused U.S. Momentum ETFUS Stock Styles · Factor0.45%0.26%+14.1%+15.5%[…][…]−16.0%27.2%$266M2.2

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

End-of-day Nov 6, 2026 · returns include dividends · since: OSCV 2018 · FMTM 2025 · VUG 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 VUG

YTD

AptusOSCV

+10.1%

VUGVanguard

+1.4%

+10.1%Year to date+1.4%

−9.1%Worst drop · 1Y−15.1%

12.2%Volatility · 1Y19.0%

1.1%Yield0.4%

$620MAssets$233B

4–0OSCV wins

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

Cost, Income and Risk

Fees: OSCV, FMTM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FMTM0.45%$45

OSCV0.79%$79

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

Yields: OSCV, FMTM, VUG

1.14%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.14%$114

VUG0.42%$42

FMTM0.26%$26

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

OSCV$114 − $79 = $35

FMTM$26 − $45 = −$19

KeptFee

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

Overlap: OSCV, FMTM, VUG

Today

3.4%most shared, OSCV and FMTM

OSCVFMTMVUG

OSCV—3.4%0.0%

FMTM3.4%—2.2%

VUG0.0%2.2%—

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

Return vs Bumpiness: 3 ETFs

+15.5%FMTM, at 27.2% volatility

OSCVWorst drop−9.1%12.2% vol

VUGWorst drop−15.1%19.0% 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

OSCVFMTM

+10.1%Year to date+14.1%

1.1%Yield0.3%

+10.6%Past year+15.5%

0.79%Fee0.45%

3–1FMTM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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

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