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$13,829VO · 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%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+14.8%+17.3%+18.5%+4.9%−11.1%18.8%$77.9B2.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+13.1%+14.1%+11.8%+4.9%−9.1%12.4%$622M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: OSCV 2018 · IWM 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $622M$12,678

OSCV

IWM

iShares Russell 2000 ETF · $77.9B$12,731

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

OSCVMeasure

More Ways to See the Pairs

OSCV vs IWM: Top 5 Holdings

Today

OSCV

14.7%in top 5

IWM

in top 51.9%

OSCVStockIWM

3.5%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

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 10, 2026 · fee on $10,000 a year

Yields: OSCV, IWM, VO

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+14.8%

VBVanguard

+14.8%

+14.8%Year to date+14.8%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–0VB wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IWM

+13.1%Year to dateJan 1 → Nov 10+14.8%

+14.1%1 yearTotal return+17.3%

+11.8%3 years · per year$10,000 became $13,965 · $16,624+18.5%

+4.9%5 years · per year$10,000 became $12,678 · $12,731+4.9%

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

1.11%Trailing 12-mo yield$111 · $97 a year on $10k0.97%

−9.1%Worst dropSmaller is better−11.1%

12.4%VolatilityLower is calmer18.8%

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

3–4IWM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GKOS0.5%

not top 5FROG0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common4.3%

End-of-day Nov 10, 2026 · share of each fund

OSCV vs IWM Returns, Every Period

5Y

AptusOSCV

+4.9%

5 years, per year

IWMiShares

+4.9%

5 years, per year

OSCVIWMFaded: behind in that period

0–3IWM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

OSCV vs VO

YTD

AptusOSCV

+13.1%

VOVanguard

+13.6%

+13.1%Year to date+13.6%

−9.1%Worst drop · 1Y−8.2%

12.4%Volatility · 1Y13.0%

1.1%Yield1.4%

$622MAssets$103B

3–1VO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

OSCV1.11%$111

IWM0.97%$97

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

IWM$97 − $19 = $78

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 10, 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 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.3%IWM, at 18.8% volatility

OSCVWorst drop−9.1%12.4% vol

VOWorst drop−8.2%13.0% vol

IWMWorst drop−11.1%18.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWM

+13.6%Year to date+14.8%

1.4%Yield1.0%

+14.4%Past year+17.3%

0.03%Fee0.19%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 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