Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%VWO−3.6%IJH−3.9%SCHD−2.2%SGOV+0.0%XLK−8.0%IWF−6.4%VIG−3.3%QQQM−6.3%RSP−2.9%IJR−3.8%VO−3.5%ITOT−4.4%DFAC−4.0%IWD−2.6%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

OSCV, SCHD and VTV

OSCVAptus×SCHDSchwab×VTVVanguard×
Versus in desk
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,975 · 2022VTV$17,626SCHD$16,375OSCV$12,615Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three
02 / 04

OSCV, SCHD and VTV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.4
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6
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%$637M3.0
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 · SCHD 2011 · VTV 2004
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
Opus Small Cap Value Plus ETF · $637M$12,615
OSCV
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,375

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

OSCVMeasureSCHD
+10.3%Year to dateJan 1 → Nov 5+32.3%
+11.4%1 yearTotal return+38.7%
+12.5%3 years · per year$10,000 became $14,253 · $17,414+20.3%
+4.8%5 years · per year$10,000 became $12,615 · $16,375+10.4%
0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%
1.13%Trailing 12-mo yield$113 · $298 a year on $10k2.98%
−9.1%Worst dropSmaller is better−6.9%
12.2%VolatilityLower is calmer11.7%
OSCVSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
0–8SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

OSCV vs SCHD: Top 5 Holdings

Today
OSCV
14.9%in top 5
SCHD
in top 521.7%
OSCVStockSCHD
not top 5TXN4.7%
not top 5PG4.4%
not top 5HD4.3%
not top 5KO4.2%
not top 5AMGN4.2%
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
Held in common0.4%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

OSCV vs SCHD Returns, Every Period

5Y
AptusOSCV
+4.8%
5 years, per year
SCHDSchwab
+10.4%
5 years, per year
0%+10%+20%+30%+40%+10.3%+32.3%YTD+11.4%+38.7%1 year+12.5%+20.3%3 yrs · yr+4.8%+10.4%5 yrs · yr
OSCVSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: OSCV vs SCHD

YTD
AptusOSCV
+10.3%
SCHDSchwab
+32.3%
Jan 1Nov 5+10.3%+32.3%
+10.3%Year to date+32.3%
−9.1%Worst drop · 1Y−6.9%
12.2%Volatility · 1Y11.7%
1.1%Yield3.0%
$637MAssets$120B
4–0SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: OSCV, SCHD, VTV

Today
0.03%lowest, VTV
FundExpense ratioFee$10k
VTV0.03%$3
SCHD0.06%$6
OSCV0.79%$79
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: OSCV, SCHD, VTV

1Y
2.98%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.98%$298
VTV1.86%$186
OSCV1.13%$113
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$292most kept, SCHD
SCHD$298 − $6 = $292
VTV$186 − $3 = $183
OSCV$113 − $79 = $34
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: OSCV, SCHD, VTV

Today
17.9%most shared, SCHD and VTV
OSCVSCHDVTV
OSCV—0.4%0.0%
SCHD0.4%—17.9%
VTV0.0%17.9%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%7.5%10%12.5%15%Volatility · 1 year → bumpierSCHD +38.7%VTV +24.0%OSCV +11.4%
VTVWorst drop−6.4%10.7% vol
SCHDWorst drop−6.9%11.7% vol
OSCVWorst drop−9.1%12.2% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SCHDVTV
Jan 1Nov 5+32.3%+19.0%
+32.3%Year to date+19.0%
3.0%Yield1.9%
+38.7%Past year+24.0%
0.06%Fee0.03%
3–1SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

VTV vs SCHV

YTD
VanguardVTV
+19.0%
SCHVSchwab
+16.6%
Jan 1Nov 5+19.0%+16.6%
+19.0%Year to date+16.6%
1.9%Yield1.8%
$184BAssets$15.4B
2–0VTV wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com
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