Compare OSCV and IWF | ETF Tracker

OSCV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.4%+13.5%+13.8%+5.6%−9.1%11.9%$633M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: OSCV 2018 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $633M$13,154

OSCV

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

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

OSCVMeasureIWF

+13.4%Year to dateJan 1 → Nov 4−0.1%

+13.5%1 yearTotal return−3.0%

+13.8%3 years · per year$10,000 became $14,747 · $18,310+22.3%

+5.6%5 years · per year$10,000 became $13,154 · $16,559+10.6%

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

1.10%Trailing 12-mo yield$110 · $37 a year on $10k0.37%

−9.1%Worst dropSmaller is better−15.6%

11.9%VolatilityLower is calmer18.3%

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

5–3OSCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs IWF: Top 5 Holdings

Today

OSCV

14.6%in top 5

IWF

in top 539.3%

OSCVStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

3.6%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.7%EHCnot top 5

2.6%ENSGnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

OSCV vs IWF Returns, Every Period

5Y

AptusOSCV

+5.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

OSCVIWFFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OSCV vs IWF

YTD

AptusOSCV

+13.4%

IWFiShares

−0.1%

+13.4%Year to date−0.1%

−9.1%Worst drop · 1Y−15.6%

11.9%Volatility · 1Y18.3%

1.1%Yield0.4%

$633MAssets$121B

4–0OSCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

OSCV0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OSCV, IWF

1Y

1.10%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.10%$110

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$31most kept, OSCV

OSCV$110 − $79 = $31

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWF

Today

0.0%most shared, OSCV and IWF

OSCVIWF

OSCV—0.0%

IWF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.5%OSCV, at 11.9% volatility

OSCVWorst drop−9.1%11.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVIWF

+13.4%Year to date−0.1%

1.1%Yield0.4%

+13.5%Past year−3.0%

0.79%Fee0.18%

3–1OSCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026