Compare · 2 funds side by side · dividends reinvested

OSCV and IVV

OSCVAptus×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

OSCV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.13%+10.3%+11.4%+12.5%+4.8%−9.1%12.2%$633M1.6

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

OSCV

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

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

IVVMeasureOSCV

+8.4%Year to dateJan 1 → Nov 5+10.3%

+9.7%1 yearTotal return+11.4%

+22.1%3 years · per year$10,000 became $18,221 · $14,253+12.5%

+11.4%5 years · per year$10,000 became $17,151 · $12,615+4.8%

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

1.14%Trailing 12-mo yield$114 · $113 a year on $10k1.13%

−8.9%Worst dropSmaller is better−9.1%

13.6%VolatilityLower is calmer12.2%

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

5–3IVV wins

End-of-day Nov 5, 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

27.7%in top 5

OSCV

in top 514.9%

IVVStockOSCV

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

not top 5CASH&OTH3.6%

not top 5THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

2.6%GOOGLnot top 5

Held in common0.0%

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

IVV vs OSCV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

IVVOSCVFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs OSCV

YTD

iSharesIVV

+8.4%

OSCVAptus

+10.3%

+8.4%Year to date+10.3%

−8.9%Worst drop · 1Y−9.1%

13.6%Volatility · 1Y12.2%

1.1%Yield1.1%

$887BAssets$633M

2–1OSCV wins

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

Cost, Income and Risk

Fees: OSCV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

OSCV0.79%$79

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

Yields: OSCV, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

OSCV1.13%$113

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

OSCV$113 − $79 = $34

KeptFee

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

Overlap: OSCV, IVV

Today

0.0%most shared, OSCV and IVV

OSCVIVV

OSCV—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.4%OSCV, at 12.2% volatility

OSCVWorst drop−9.1%12.2% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IVVOSCV

+8.4%Year to date+10.3%

1.1%Yield1.1%

+9.7%Past year+11.4%

0.03%Fee0.79%

2–1OSCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026