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$17,865VTV · 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%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.97%+15.5%+18.7%+19.8%+5.1%−11.1%18.8%$77.9B2.4

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%$622M2.6

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

End-of-day Nov 9, 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 · $622M$12,639

OSCV

IWM

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

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

OSCVMeasureIWM

+12.8%Year to dateJan 1 → Nov 9+15.5%

+14.3%1 yearTotal return+18.7%

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

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

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

3–5IWM wins

End-of-day Nov 9, 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

15.1%in top 5

IWM

in top 51.9%

OSCVStockIWM

3.9%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5GKOS0.4%

not top 5BTSG0.4%

not top 5FROG0.4%

not top 5UMBF0.3%

not top 5MOG-A0.3%

Held in common4.3%

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

OSCV vs IWM Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

IWMiShares

+5.1%

5 years, per year

OSCVIWMFaded: behind in that period

0–4IWM wins

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

OSCV vs VTV

YTD

AptusOSCV

+12.8%

VTVVanguard

+20.9%

+12.8%Year to date+20.9%

−9.1%Worst drop · 1Y−6.4%

12.4%Volatility · 1Y10.8%

1.1%Yield1.8%

$622MAssets$184B

4–0VTV wins

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

Yields: OSCV, IWM, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

OSCV1.11%$111

IWM0.97%$97

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWM$97 − $19 = $78

OSCV$111 − $79 = $32

KeptFee

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

OSCVWorst drop−9.1%12.4% vol

IWMWorst drop−11.1%18.8% vol

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

Paid More vs Made More

YTD

VTVIWM

+20.9%Year to date+15.5%

1.8%Yield1.0%

+25.4%Past year+18.7%

0.03%Fee0.19%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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