Compare · 3 funds side by side · dividends reinvested

OSCV, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

OSCV, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

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%$633M2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.3

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 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $633M$12,615

OSCV

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OSCVMeasureSPY

+10.3%Year to dateJan 1 → Nov 5+8.3%

+11.4%1 yearTotal return+9.7%

+12.5%3 years · per year$10,000 became $14,253 · $18,174+22.0%

+4.8%5 years · per year$10,000 became $12,615 · $17,099+11.3%

0.79%Expense ratio$79 · $9 a year on $10k · lower is better0.09%

1.13%Trailing 12-mo yield$113 · $103 a year on $10k1.03%

−9.1%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.6%

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

4–4Level

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 SPY: Top 5 Holdings

Today

OSCV

14.9%in top 5

SPY

in top 527.7%

OSCVStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

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 5GOOGL2.6%

Held in common0.0%

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

OSCV vs SPY Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

OSCVSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: OSCV vs IVV

YTD

AptusOSCV

+10.3%

IVViShares

+8.4%

+10.3%Year to date+8.4%

−9.1%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.6%

1.1%Yield1.1%

$633MAssets$887B

2–1OSCV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

OSCV0.79%$79

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

Yields: OSCV, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

OSCV1.13%$113

SPY1.03%$103

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

OSCV$113 − $79 = $34

KeptFee

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

Overlap: OSCV, SPY, IVV

Today

99.9%most shared, SPY and IVV

OSCVSPYIVV

OSCV—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+11.4%OSCV, at 12.2% volatility

OSCVWorst drop−9.1%12.2% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVOSCV

+8.4%Year to date+10.3%

1.1%Yield1.1%

+9.7%Past year+11.4%

0.03%Fee0.79%

2–1OSCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026