Compare · 3 funds side by side · dividends reinvested

OSCV, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

OSCV, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

OSCV

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

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

IVVMeasureOSCV

+11.3%Year to dateJan 1 → Nov 9+12.8%

+13.6%1 yearTotal return+14.3%

+22.0%3 years · per year$10,000 became $18,159 · $14,197+12.4%

+11.9%5 years · per year$10,000 became $17,545 · $12,639+4.8%

0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%

1.11%Trailing 12-mo yield$111 · $111 a year on $10k1.11%

−8.9%Worst dropSmaller is better−9.1%

13.8%VolatilityLower is calmer12.4%

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

4–3IVV wins

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

More Ways to See the Pairs

IVV vs OSCV: Top 5 Holdings

Today

IVV

27.8%in top 5

OSCV

in top 515.1%

IVVStockOSCV

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

not top 5CASH&OTH3.9%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

2.6%GOOGLnot top 5

Held in common0.0%

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

IVV vs OSCV Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

IVVOSCVFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs OSCV

YTD

iSharesIVV

+11.3%

OSCVAptus

+12.8%

+11.3%Year to date+12.8%

−8.9%Worst drop · 1Y−9.1%

13.8%Volatility · 1Y12.4%

1.1%Yield1.1%

$875BAssets$622M

2–1OSCV wins

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

Cost, Income and Risk

Fees: OSCV, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

OSCV0.79%$79

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

Yields: OSCV, IVV, SPY

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

OSCV1.11%$111

SPY1.01%$101

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

OSCV$111 − $79 = $32

KeptFee

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

Overlap: OSCV, IVV, SPY

Today

99.9%most shared, IVV and SPY

OSCVIVVSPY

OSCV—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.3%OSCV, at 12.4% volatility

OSCVWorst drop−9.1%12.4% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

IVVOSCV

+11.3%Year to date+12.8%

1.1%Yield1.1%

+13.6%Past year+14.3%

0.03%Fee0.79%

2–1OSCV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026