Compare · 3 funds side by side · dividends reinvested

OSCV, IWM and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

OSCV, IWM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B1.8

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.8%+14.3%+12.4%+4.8%−9.1%12.4%$622M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: OSCV 2018 · IWM 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $77.9B$12,845

IWM

OSCV

Opus Small Cap Value Plus ETF · $622M$12,639

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

IWMMeasureOSCV

+15.5%Year to dateJan 1 → Nov 9+12.8%

+18.7%1 yearTotal return+14.3%

+19.8%3 years · per year$10,000 became $17,194 · $14,197+12.4%

+5.1%5 years · per year$10,000 became $12,845 · $12,639+4.8%

0.19%Expense ratio$19 · $79 a year on $10k · lower is better0.79%

0.97%Trailing 12-mo yield$97 · $111 a year on $10k1.11%

−11.1%Worst dropSmaller is better−9.1%

18.8%VolatilityLower is calmer12.4%

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

5–3IWM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWM vs OSCV: Top 5 Holdings

Today

IWM

1.9%in top 5

OSCV

in top 515.1%

IWMStockOSCV

not top 5CASH&OTH3.9%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%UMBFnot top 5

0.3%MOG-Anot top 5

Held in common4.3%

End-of-day Nov 9, 2026 · share of each fund

IWM vs OSCV Returns, Every Period

iSharesIWM

+5.1%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

IWMOSCVFaded: behind in that period

4–0IWM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWM vs OSCV

YTD

iSharesIWM

+15.5%

OSCVAptus

+12.8%

+15.5%Year to date+12.8%

−11.1%Worst drop · 1Y−9.1%

18.8%Volatility · 1Y12.4%

1.0%Yield1.1%

$77.9BAssets$622M

3–1OSCV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, IWM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IWM0.19%$19

OSCV0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OSCV, IWM, IWF

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

IWM0.97%$97

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, IWM

IWM$97 − $19 = $78

OSCV$111 − $79 = $32

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWM, IWF

Today

4.3%most shared, OSCV and IWM

OSCVIWMIWF

OSCV—4.3%0.0%

IWM4.3%—0.0%

IWF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.7%IWM, at 18.8% volatility

OSCVWorst drop−9.1%12.4% vol

IWMWorst drop−11.1%18.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVIWM

+12.8%Year to date+15.5%

1.1%Yield1.0%

+14.3%Past year+18.7%

0.79%Fee0.19%

3–1IWM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026