Compare · 4 funds side by side · dividends reinvested

OSCV, SCHD, VUG and IWF

OSCVAptus×SCHDSchwab×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

OSCV, SCHD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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%$622M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: OSCV 2018 · SCHD 2011 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

OSCV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,454

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

OSCVMeasureSCHD

+10.1%Year to dateJan 1 → Nov 9+33.1%

+10.6%1 yearTotal return+39.1%

+12.2%3 years · per year$10,000 became $14,132 · $17,118+19.6%

+4.6%5 years · per year$10,000 became $12,515 · $16,454+10.5%

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

1.14%Trailing 12-mo yield$114 · $296 a year on $10k2.96%

−9.1%Worst dropSmaller is better−6.9%

12.2%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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs SCHD: Top 5 Holdings

Today

OSCV

15.2%in top 5

SCHD

in top 521.4%

OSCVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.7%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 9, 2026 · share of each fund

OSCV vs SCHD Returns, Every Period

AptusOSCV

+4.6%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

OSCVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OSCV vs SCHD

YTD

AptusOSCV

+10.1%

SCHDSchwab

+33.1%

+10.1%Year to date+33.1%

−9.1%Worst drop · 1Y−6.9%

12.2%Volatility · 1Y11.8%

1.1%Yield3.0%

$622MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, SCHD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

OSCV0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OSCV, SCHD, VUG, IWF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

OSCV1.14%$114

VUG0.41%$41

IWF0.39%$39

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VUG$41 − $3 = $38

OSCV$114 − $79 = $35

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OSCV, SCHD, VUG, IWF

Today

78.0%most shared, VUG and IWF

OSCVSCHDVUGIWF

OSCV—0.4%0.0%0.0%

SCHD0.4%—0.8%3.7%

VUG0.0%0.8%—78.0%

IWF0.0%3.7%78.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

OSCVWorst drop−9.1%12.2% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOSCV

+33.1%Year to date+10.1%

3.0%Yield1.1%

+39.1%Past year+10.6%

0.06%Fee0.79%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026