Compare · 4 funds side by side · dividends reinvested

OSCV, IWF, VOO and VUG

OSCVAptus×IWFiShares×VOOVanguard×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,416VOO · best of the four

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

Story of the four · RiskSmallest drop

OSCV, IWF, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T1.6

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+13.1%+14.1%+11.8%+4.9%−9.1%12.4%$636M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: OSCV 2018 · IWF 2000 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $636M$12,678

OSCV

More Ways to See the Pairs

OSCV vs IWF: Top 5 Holdings

Today

OSCV

14.7%in top 5

IWF

in top 538.7%

OSCVStockIWF

not top 5NVDA13.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: OSCV, IWF, VOO, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VUG0.03%$3

IWF0.18%$18

OSCV0.79%$79

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

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SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

IWF

iShares Russell 1000 Growth ETF · $117B$15,699

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

OSCVMeasureIWF

+13.1%Year to dateJan 1 → Nov 10−3.4%

+14.1%1 yearTotal return−2.9%

+11.8%3 years · per year$10,000 became $13,965 · $16,897+19.1%

+4.9%5 years · per year$10,000 became $12,678 · $15,699+9.4%

0.79%Expense ratio$79 · $18 a year on $10k · lower is better0.18%

1.11%Trailing 12-mo yield$111 · $38 a year on $10k0.38%

−9.1%Worst dropSmaller is better−14.6%

12.4%VolatilityLower is calmer19.5%

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

5–3OSCV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%

3.5%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

OSCV vs IWF Returns, Every Period

5Y

AptusOSCV

+4.9%

5 years, per year

IWFiShares

+9.4%

5 years, per year

OSCVIWFFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OSCV vs VOO

YTD

AptusOSCV

+13.1%

VOOVanguard

+10.9%

+13.1%Year to date+10.9%

−9.1%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.7%

1.1%Yield1.1%

$636MAssets$1.00T

2–1OSCV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: OSCV, IWF, VOO, VUG

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

VOO1.08%$108

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$105most kept, VOO

VOO$108 − $3 = $105

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWF, VOO, VUG

Today

78.6%most shared, IWF and VUG

OSCVIWFVOOVUG

OSCV—0.0%0.0%0.0%

IWF0.0%—59.3%78.6%

VOO0.0%59.3%—58.2%

VUG0.0%78.6%58.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+14.1%OSCV, at 12.4% volatility

OSCVWorst drop−9.1%12.4% vol

VOOWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVVOO

+13.1%Year to date+10.9%

1.1%Yield1.1%

+14.1%Past year+13.1%

0.79%Fee0.03%

2–1OSCV wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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OSCV, IWF, VOO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four