Compare · 3 funds side by side · dividends reinvested

OSCV, IJR and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

OSCV, IJR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.9%+22.8%+17.4%+5.8%−9.7%16.4%$104B1.5

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.8%+14.3%+12.4%+4.8%−9.1%12.4%$622M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: OSCV 2018 · IJR 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $622M$12,639

OSCV

IJR

iShares Core S&P Small-Cap ETF · $104B$13,254

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

OSCVMeasureIJR

+12.8%Year to dateJan 1 → Nov 9+18.9%

+14.3%1 yearTotal return+22.8%

+12.4%3 years · per year$10,000 became $14,197 · $16,193+17.4%

+4.8%5 years · per year$10,000 became $12,639 · $13,254+5.8%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

1.11%Trailing 12-mo yield$111 · $121 a year on $10k1.21%

−9.1%Worst dropSmaller is better−9.7%

12.4%VolatilityLower is calmer16.4%

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

2–6IJR wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs IJR: Top 5 Holdings

Today

OSCV

15.1%in top 5

IJR

in top 52.6%

OSCVStockIJR

3.9%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5PAYC0.5%

not top 5RHP0.5%

not top 5MTCH0.5%

not top 5LTH0.5%

not top 5VSAT0.5%

Held in common5.3%

End-of-day Nov 9, 2026 · share of each fund

OSCV vs IJR Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

IJRiShares

+5.8%

5 years, per year

OSCVIJRFaded: behind in that period

0–4IJR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

OSCV vs IJR

YTD

AptusOSCV

+12.8%

IJRiShares

+18.9%

+12.8%Year to date+18.9%

−9.1%Worst drop · 1Y−9.7%

12.4%Volatility · 1Y16.4%

1.1%Yield1.2%

$622MAssets$104B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, IJR, IWF

Today

0.06%lowest, IJR

FundExpense ratioFee$10k

IJR0.06%$6

IWF0.18%$18

OSCV0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OSCV, IJR, IWF

1.21%highest, IJR

FundTrailing yieldYield$10k

IJR1.21%$121

OSCV1.11%$111

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

OSCV$111 − $79 = $32

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OSCV, IJR, IWF

Today

5.3%most shared, OSCV and IJR

OSCVIJRIWF

OSCV—5.3%0.0%

IJR5.3%—0.1%

IWF0.0%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.8%IJR, at 16.4% volatility

OSCVWorst drop−9.1%12.4% vol

IJRWorst drop−9.7%16.4% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJROSCV

+18.9%Year to date+12.8%

1.2%Yield1.1%

+22.8%Past year+14.3%

0.06%Fee0.79%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026