Compare · 3 funds side by side · dividends reinvested

OSCV, IWM and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

OSCV, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.8

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.14%+10.1%+10.6%+12.2%+4.6%−9.1%12.2%$622M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: OSCV 2018 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 ETF · $76.6B$12,766

IWM

OSCV

Opus Small Cap Value Plus ETF · $622M$12,515

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

IWMMeasureOSCV

+11.9%Year to dateJan 1 → Nov 6+10.1%

+13.0%1 yearTotal return+10.6%

+19.6%3 years · per year$10,000 became $17,100 · $14,132+12.2%

+5.0%5 years · per year$10,000 became $12,766 · $12,515+4.6%

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

1.00%Trailing 12-mo yield$100 · $114 a year on $10k1.14%

−11.1%Worst dropSmaller is better−9.1%

18.7%VolatilityLower is calmer12.2%

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

5–3IWM wins

End-of-day Nov 6, 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

1.8%in top 5

OSCV

in top 515.2%

IWMStockOSCV

not top 5CASH&OTH3.7%

not top 5THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

0.4%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%RHPnot top 5

Held in common4.3%

End-of-day Nov 6, 2026 · share of each fund

IWM vs OSCV Returns, Every Period

iSharesIWM

+5.0%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

IWMOSCVFaded: behind in that period

4–0IWM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWM vs OSCV

YTD

iSharesIWM

+11.9%

OSCVAptus

+10.1%

+11.9%Year to date+10.1%

−11.1%Worst drop · 1Y−9.1%

18.7%Volatility · 1Y12.2%

1.0%Yield1.1%

$76.6BAssets$622M

3–1OSCV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

OSCV0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OSCV, IWM, VUG

1.14%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.14%$114

IWM1.00%$100

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

VUG$42 − $3 = $39

OSCV$114 − $79 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWM, VUG

Today

4.3%most shared, OSCV and IWM

OSCVIWMVUG

OSCV—4.3%0.0%

IWM4.3%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.0%IWM, at 18.7% volatility

OSCVWorst drop−9.1%12.2% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVIWM

+10.1%Year to date+11.9%

1.1%Yield1.0%

+10.6%Past year+13.0%

0.79%Fee0.19%

3–1IWM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026