Compare · 3 funds side by side · dividends reinvested

OSCV, IWM and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

OSCV, IWM and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B2.4

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%$633M2.6

Rank among the three1st → 3rdFee, 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 · IWM 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

OSCV

IWM

iShares Russell 2000 ETF · $77.4B$13,509

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

OSCVMeasureIWM

+13.4%Year to dateJan 1 → Nov 4+16.2%

+13.5%1 yearTotal return+16.9%

+13.8%3 years · per year$10,000 became $14,747 · $18,002+21.6%

+5.6%5 years · per year$10,000 became $13,154 · $13,509+6.2%

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

1.10%Trailing 12-mo yield$110 · $96 a year on $10k0.96%

−9.1%Worst dropSmaller is better−11.1%

11.9%VolatilityLower is calmer18.2%

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

3–5IWM 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 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 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common4.3%

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

OSCV vs IWM Returns, Every Period

AptusOSCV

+5.6%

5 years, per year

IWMiShares

+6.2%

5 years, per year

OSCVIWMFaded: behind in that period

0–4IWM wins

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

OSCV vs VTV

YTD

AptusOSCV

+13.4%

VTVVanguard

+22.8%

+13.4%Year to date+22.8%

−9.1%Worst drop · 1Y−6.4%

11.9%Volatility · 1Y10.2%

1.1%Yield1.8%

$633MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: OSCV, IWM, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWM0.19%$19

OSCV0.79%$79

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

Yields: OSCV, IWM, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

OSCV1.10%$110

IWM0.96%$96

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWM$96 − $19 = $77

OSCV$110 − $79 = $31

KeptFee

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

Overlap: OSCV, IWM, VTV

Today

4.3%most shared, OSCV and IWM

OSCVIWMVTV

OSCV—4.3%0.0%

IWM4.3%—0.0%

VTV0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

OSCVWorst drop−9.1%11.9% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

VTVIWM

+22.8%Year to date+16.2%

1.8%Yield1.0%

+27.5%Past year+16.9%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

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