Compare · 3 funds side by side · dividends reinvested

OSCV, SCHD and IJH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

OSCV, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+14.2%+15.9%+16.7%+6.9%−8.8%15.7%$124B2.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.5%+13.8%+12.2%+4.7%−9.1%12.4%$636M2.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: OSCV 2018 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $636M$12,581

OSCV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

OSCV

More Ways to See the Pairs

OSCV vs SCHD: Top 5 Holdings

Today

OSCV

14.7%in top 5

SCHD

in top 521.7%

OSCVStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: OSCV, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

OSCV0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: OSCV, SCHD, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+13.5%Year to dateJan 1 → Nov 11+34.6%

+13.8%1 yearTotal return+39.3%

+12.2%3 years · per year$10,000 became $14,123 · $17,234+19.9%

+4.7%5 years · per year$10,000 became $12,581 · $16,418+10.4%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

1.10%Trailing 12-mo yield$110 · $293 a year on $10k2.93%

−9.1%Worst dropSmaller is better−6.9%

12.4%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.5%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

Held in common0.4%

End-of-day Nov 11, 2026 · share of each fund

OSCV vs SCHD Returns, Every Period

5Y

AptusOSCV

+4.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

OSCVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OSCV vs SCHD

YTD

AptusOSCV

+13.5%

SCHDSchwab

+34.6%

+13.5%Year to date+34.6%

−9.1%Worst drop · 1Y−6.9%

12.4%Volatility · 1Y11.8%

1.1%Yield2.9%

$636MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IJH1.21%$121

OSCV1.10%$110

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IJH$121 − $5 = $116

OSCV$110 − $79 = $31

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OSCV, SCHD, IJH

Today

8.1%most shared, OSCV and IJH

OSCVSCHDIJH

OSCV—0.4%8.1%

SCHD0.4%—3.5%

IJH8.1%3.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

OSCVWorst drop−9.1%12.4% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIJH

+34.6%Year to date+14.2%

2.9%Yield1.2%

+39.3%Past year+15.9%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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OSCV, SCHD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three