Compare · 2 funds side by side · dividends reinvested

OSCV and IWM

OSCVAptus×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

OSCV and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$77.4B1.4

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%$633M1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

IWM

OSCV

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

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

IWMMeasureOSCV

+16.2%Year to dateJan 1 → Nov 4+13.4%

+16.9%1 yearTotal return+13.5%

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

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

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

0.96%Trailing 12-mo yield$96 · $110 a year on $10k1.10%

−11.1%Worst dropSmaller is better−9.1%

18.2%VolatilityLower is calmer11.9%

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

5–3IWM wins

End-of-day Nov 4, 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

1.9%in top 5

OSCV

in top 514.6%

IWMStockOSCV

not top 5CASH&OTH3.6%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.7%

not top 5ENSG2.6%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%MOG-Anot top 5

0.3%UMBFnot top 5

0.3%VSATnot top 5

Held in common4.3%

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

IWM vs OSCV Returns, Every Period

iSharesIWM

+6.2%

5 years, per year

OSCVAptus

+5.6%

5 years, per year

IWMOSCVFaded: behind in that period

4–0IWM wins

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

IWM vs OSCV

YTD

iSharesIWM

+16.2%

OSCVAptus

+13.4%

+16.2%Year to date+13.4%

−11.1%Worst drop · 1Y−9.1%

18.2%Volatility · 1Y11.9%

1.0%Yield1.1%

$77.4BAssets$633M

3–1OSCV wins

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

Cost, Income and Risk

Fees: OSCV, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

OSCV0.79%$79

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

Yields: OSCV, IWM

1.10%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.10%$110

IWM0.96%$96

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

OSCV$110 − $79 = $31

KeptFee

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

Overlap: OSCV, IWM

Today

4.3%most shared, OSCV and IWM

OSCVIWM

OSCV—4.3%

IWM4.3%—

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

Return vs Bumpiness: 2 ETFs

+16.9%IWM, at 18.2% volatility

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

OSCVIWM

+13.4%Year to date+16.2%

1.1%Yield1.0%

+13.5%Past year+16.9%

0.79%Fee0.19%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026