Compare · 2 funds side by side · dividends reinvested

OSCV and IWM

OSCVAptus×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,064IWM · best of the two

02 / 04

OSCV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.6%+13.3%+13.9%+5.1%−9.1%11.9%$636M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: OSCV 2018 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $636M$12,823

OSCV

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

OSCVMeasureIWM

+12.6%Year to dateJan 1 → Nov 3+14.4%

+13.3%1 yearTotal return+14.8%

+13.9%3 years · per year$10,000 became $14,794 · $17,832+21.3%

+5.1%5 years · per year$10,000 became $12,823 · $13,064+5.5%

0.79%Expense ratio$79 · $19 a year on $10k · lower is better0.19%

1.11%Trailing 12-mo yield$111 · $98 a year on $10k0.98%

−9.1%Worst dropSmaller is better−11.1%

11.9%VolatilityLower is calmer18.1%

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

3–5IWM wins

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

More Ways to See the Pairs

OSCV vs IWM: Top 5 Holdings

Today

OSCV

14.6%in top 5

IWM

in top 51.9%

OSCVStockIWM

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

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common4.3%

End-of-day Nov 3, 2026 · share of each fund

OSCV vs IWM Returns, Every Period

AptusOSCV

+5.1%

5 years, per year

IWMiShares

+5.5%

5 years, per year

OSCVIWMFaded: behind in that period

0–4IWM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OSCV vs IWM

YTD

AptusOSCV

+12.6%

IWMiShares

+14.4%

+12.6%Year to date+14.4%

−9.1%Worst drop · 1Y−11.1%

11.9%Volatility · 1Y18.1%

1.1%Yield1.0%

$636MAssets$75.8B

3–1OSCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

OSCV0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OSCV, IWM

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

IWM0.98%$98

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWM

Today

4.3%most shared, OSCV and IWM

OSCVIWM

OSCV—4.3%

IWM4.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.8%IWM, at 18.1% volatility

OSCVWorst drop−9.1%11.9% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVIWM

+12.6%Year to date+14.4%

1.1%Yield1.0%

+13.3%Past year+14.8%

0.79%Fee0.19%

3–1IWM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026