Compare · 3 funds side by side · dividends reinvested

OSCV, IWM and VO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,809VO · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

OSCV, IWM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.4

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+13.9%+15.2%+18.8%+4.4%−11.1%18.9%$78.1B2.3

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%$635M2.4

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 · IWM 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 ETF · $78.1B$12,417

IWM

OSCV

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

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

IWMMeasure

More Ways to See the Pairs

IWM vs OSCV: Top 5 Holdings

Today

IWM

1.9%in top 5

OSCV

in top 514.7%

IWMStockOSCV

not top 5CASH&OTH3.6%

not top 5THG2.9%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

Cost, Income and Risk

Fees: OSCV, IWM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWM0.19%$19

OSCV0.79%$79

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

Yields: OSCV, IWM, VO

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

+13.9%Year to date+14.1%

1.0%Yield1.3%

$78.1BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

OSCV

+13.9%Year to dateJan 1 → Nov 12+12.7%

+15.2%1 yearTotal return+12.6%

+18.8%3 years · per year$10,000 became $16,765 · $14,086+12.1%

+4.4%5 years · per year$10,000 became $12,417 · $12,538+4.6%

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

0.98%Trailing 12-mo yield$98 · $111 a year on $10k1.11%

−11.1%Worst dropSmaller is better−9.1%

18.9%VolatilityLower is calmer12.4%

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

4–4Level

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

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.4%FROGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

Held in common4.3%

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

IWM vs OSCV Returns, Every Period

5Y

iSharesIWM

+4.4%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

IWMOSCVFaded: behind in that period

3–1IWM wins

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

IWM vs VO

YTD

iSharesIWM

+13.9%

VOVanguard

+14.0%

+13.9%Year to date+14.0%

−11.1%Worst drop · 1Y−8.2%

18.9%Volatility · 1Y13.2%

1.0%Yield1.3%

$78.1BAssets$103B

4–0VO wins

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

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OSCV1.11%$111

IWM0.98%$98

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWM$98 − $19 = $79

OSCV$111 − $79 = $32

KeptFee

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

Overlap: OSCV, IWM, VO

Today

4.3%most shared, OSCV and IWM

OSCVIWMVO

OSCV—4.3%0.0%

IWM4.3%—0.0%

VO0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+15.2%IWM, at 18.9% volatility

OSCVWorst drop−9.1%12.4% vol

VOWorst drop−8.2%13.2% vol

IWMWorst drop−11.1%18.9% vol

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

Paid More vs Made More

YTD

VOIWM

+14.0%Year to date+13.9%

1.3%Yield1.0%

+13.7%Past year+15.2%

0.03%Fee0.19%

3–1VO wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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OSCV, IWM and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three