Compare · 3 funds side by side · dividends reinvested

OSCV, IVV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,265IVV · best of the three

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

Story of the three · RiskSmallest drop

OSCV, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$879B1.5

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%$635M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.6

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 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,505

IWF

OSCV

Opus Small Cap Value Plus ETF · $635M$12,358

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWFMeasure

More Ways to See the Pairs

IWF vs OSCV: Top 5 Holdings

Today

IWF

38.2%in top 5

OSCV

in top 514.8%

IWFStockOSCV

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: OSCV, IVV, IWF

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWF0.18%$18

OSCV0.79%$79

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

Yields: OSCV, IVV, IWF

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

OSCV

−2.6%Year to dateJan 1 → Nov 13+12.7%

−3.9%1 yearTotal return+12.7%

+18.6%3 years · per year$10,000 became $16,699 · $14,245+12.5%

+9.2%5 years · per year$10,000 became $15,505 · $12,358+4.3%

0.18%Expense ratio$18 · $79 a year on $10k · lower is better0.79%

0.38%Trailing 12-mo yield$38 · $111 a year on $10k1.11%

−14.6%Worst dropSmaller is better−9.1%

19.6%VolatilityLower is calmer12.4%

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

3–5OSCV wins

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

not top 5CASH&OTH3.6%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

Held in common0.0%

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

IWF vs OSCV Returns, Every Period

5Y

iSharesIWF

+9.2%

5 years, per year

OSCVAptus

+4.3%

5 years, per year

IWFOSCVFaded: behind in that period

2–2Level

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

IWF vs OSCV

YTD

iSharesIWF

−2.6%

OSCVAptus

+12.7%

−2.6%Year to date+12.7%

−14.6%Worst drop · 1Y−9.1%

19.6%Volatility · 1Y12.4%

0.4%Yield1.1%

$119BAssets$635M

4–0OSCV wins

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

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

IVV1.11%$111

IWF0.38%$38

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

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

OSCV$111 − $79 = $32

IWF$38 − $18 = $20

KeptFee

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

Overlap: OSCV, IVV, IWF

Today

56.2%most shared, IVV and IWF

OSCVIVVIWF

OSCV—0.0%0.0%

IVV0.0%—56.2%

IWF0.0%56.2%—

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

Return vs Bumpiness: 3 ETFs

1Y

+12.7%OSCV, at 12.4% volatility

OSCVWorst drop−9.1%12.4% vol

IVVWorst drop−8.9%13.8% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

OSCVIVV

+12.7%Year to date+11.5%

1.1%Yield1.1%

+12.7%Past year+11.6%

0.79%Fee0.03%

2–1OSCV wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$879B

0–0level

End-of-day Nov 13, 2026

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OSCV, IVV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three