Compare · 2 funds side by side · dividends reinvested

OSCV and IJH

OSCVAptus×IJHiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,830IJH · best of the two

02 / 04

OSCV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.9%+16.4%+18.4%+7.9%−8.8%15.0%$125B1.1

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.4%+13.5%+13.8%+5.6%−9.1%11.9%$633M1.9

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: OSCV 2018 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

OSCV

IJH

iShares Core S&P Mid-Cap ETF · $125B$13,830

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

OSCVMeasureIJH

+13.4%Year to dateJan 1 → Nov 5+13.9%

+13.5%1 yearTotal return+16.4%

+13.8%3 years · per year$10,000 became $14,747 · $16,594+18.4%

+5.6%5 years · per year$10,000 became $13,154 · $14,620+7.9%

0.79%Expense ratio$79 · $5 a year on $10k · lower is better0.05%

1.10%Trailing 12-mo yield$110 · $121 a year on $10k1.21%

−9.1%Worst dropSmaller is better−8.8%

11.9%VolatilityLower is calmer15.0%

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

1–7IJH wins

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

More Ways to See the Pairs

OSCV vs IJH: Top 5 Holdings

Today

OSCV

14.9%in top 5

IJH

in top 53.5%

OSCVStockIJH

3.6%CASH&OTHnot top 5

3.0%THGnot top 5

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common8.1%

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

OSCV vs IJH Returns, Every Period

AptusOSCV

+5.6%

5 years, per year

IJHiShares

+7.9%

5 years, per year

OSCVIJHFaded: behind in that period

0–4IJH wins

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

OSCV vs IJH

YTD

AptusOSCV

+13.4%

IJHiShares

+13.9%

+13.4%Year to date+13.9%

−9.1%Worst drop · 1Y−8.8%

11.9%Volatility · 1Y15.0%

1.1%Yield1.2%

$633MAssets$125B

3–1IJH wins

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

Cost, Income and Risk

Fees: OSCV, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

OSCV0.79%$79

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

Yields: OSCV, IJH

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

OSCV1.10%$110

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

OSCV$110 − $79 = $31

KeptFee

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

Overlap: OSCV, IJH

Today

8.1%most shared, OSCV and IJH

OSCVIJH

OSCV—8.1%

IJH8.1%—

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

Return vs Bumpiness: 2 ETFs

+16.4%IJH, at 15.0% volatility

OSCVWorst drop−9.1%11.9% vol

IJHWorst drop−8.8%15.0% vol

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

Paid More vs Made More

YTD

IJHOSCV

+13.9%Year to date+13.4%

1.2%Yield1.1%

+16.4%Past year+13.5%

0.05%Fee0.79%

4–0IJH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026