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$16,052VUG · 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%1.01%+10.8%+13.5%+19.4%+4.8%−11.1%18.7%$75.4B1.8

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.13%+10.3%+11.4%+12.5%+4.8%−9.1%12.2%$637M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−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 5, 2026 · returns include dividends · since: OSCV 2018 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $637M$12,615

OSCV

IWM

iShares Russell 2000 ETF · $75.4B$12,637

$10,000 five years ago, dividends reinvested · they hold 4.2% in common

OSCVMeasureIWM

+10.3%Year to dateJan 1 → Nov 5+10.8%

+11.4%1 yearTotal return+13.5%

+12.5%3 years · per year$10,000 became $14,253 · $17,029+19.4%

+4.8%5 years · per year$10,000 became $12,615 · $12,637+4.8%

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

1.13%Trailing 12-mo yield$113 · $101 a year on $10k1.01%

−9.1%Worst dropSmaller is better−11.1%

12.2%VolatilityLower is calmer18.7%

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

3–4IWM wins

End-of-day Nov 5, 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

14.9%in top 5

IWM

in top 51.8%

OSCVStockIWM

3.6%CASH&OTHnot top 5

3.0%THGnot top 5

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5TWST0.3%

Held in common4.2%

End-of-day Nov 5, 2026 · share of each fund

OSCV vs IWM Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

IWMiShares

+4.8%

5 years, per year

OSCVIWMFaded: behind in that period

0–3IWM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OSCV vs IWM

YTD

AptusOSCV

+10.3%

IWMiShares

+10.8%

+10.3%Year to date+10.8%

−9.1%Worst drop · 1Y−11.1%

12.2%Volatility · 1Y18.7%

1.1%Yield1.0%

$637MAssets$75.4B

3–1OSCV wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: OSCV, IWM, VUG

1.13%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.13%$113

IWM1.01%$101

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

VUG$43 − $3 = $40

OSCV$113 − $79 = $34

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OSCV, IWM, VUG

Today

4.2%most shared, OSCV and IWM

OSCVIWMVUG

OSCV—4.2%0.0%

IWM4.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%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 5, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVIWM

+10.3%Year to date+10.8%

1.1%Yield1.0%

+11.4%Past year+13.5%

0.79%Fee0.19%

3–1IWM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026