Compare · 3 funds side by side · dividends reinvested

OSCV, IWF and VOO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,393VOO · best of the three

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

Story of the three · RiskSmallest drop

OSCV, IWF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T1.5

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.6%+12.1%+4.6%−9.1%12.4%$635M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−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 12, 2026 · returns include dividends · since: OSCV 2018 · IWF 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $635M$12,538

OSCV

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

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

OSCVMeasure

More Ways to See the Pairs

OSCV vs IWF: Top 5 Holdings

Today

OSCV

14.7%in top 5

IWF

in top 538.2%

OSCVStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: OSCV, IWF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

OSCV0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: OSCV, IWF, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

IWF

+12.7%Year to dateJan 1 → Nov 12−1.5%

+12.6%1 yearTotal return−3.0%

+12.1%3 years · per year$10,000 became $14,086 · $16,957+19.2%

+4.6%5 years · per year$10,000 became $12,538 · $15,697+9.4%

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

1.11%Trailing 12-mo yield$111 · $37 a year on $10k0.37%

−9.1%Worst dropSmaller is better−14.6%

12.4%VolatilityLower is calmer19.6%

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

5–3OSCV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

3.6%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

OSCV vs IWF Returns, Every Period

5Y

AptusOSCV

+4.6%

5 years, per year

IWFiShares

+9.4%

5 years, per year

OSCVIWFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OSCV vs VOO

YTD

AptusOSCV

+12.7%

VOOVanguard

+11.9%

+12.7%Year to date+11.9%

−9.1%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.7%

1.1%Yield1.1%

$635MAssets$1.00T

2–1OSCV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

VOO1.07%$107

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$104most kept, VOO

VOO$107 − $3 = $104

OSCV$111 − $79 = $32

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWF, VOO

Today

59.3%most shared, IWF and VOO

OSCVIWFVOO

OSCV—0.0%0.0%

IWF0.0%—59.3%

VOO0.0%59.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.6%OSCV, at 12.4% volatility

OSCVWorst drop−9.1%12.4% vol

VOOWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVVOO

+12.7%Year to date+11.9%

1.1%Yield1.1%

+12.6%Past year+12.1%

0.79%Fee0.03%

2–1OSCV wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

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OSCV, IWF and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three