Compare · 3 funds side by side · dividends reinvested

OSCV, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeOSCV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

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%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.8

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.6%+12.1%+4.6%−9.1%12.4%$635M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: OSCV 2018 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $635M$12,538

OSCV

SPY

State Street SPDR S&P 500 ETF · $806B$17,337

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

OSCVMeasure

More Ways to See the Pairs

OSCV vs SPY: Top 5 Holdings

Today

OSCV

14.7%in top 5

SPY

in top 526.8%

OSCVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

3.6%CASH&OTHnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: OSCV, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPY

+12.7%Year to dateJan 1 → Nov 12+11.9%

+12.6%1 yearTotal return+12.0%

+12.1%3 years · per year$10,000 became $14,086 · $17,968+21.6%

+4.6%5 years · per year$10,000 became $12,538 · $17,337+11.6%

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

1.11%Trailing 12-mo yield$111 · $100 a year on $10k1.00%

−9.1%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.9%THGnot top 5

2.8%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 12, 2026 · share of each fund

OSCV vs SPY Returns, Every Period

5Y

AptusOSCV

+4.6%

5 years, per year

SPYSPDR

+11.6%

5 years, per year

OSCVSPYFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OSCV vs IVV

YTD

AptusOSCV

+12.7%

IVViShares

+12.0%

+12.7%Year to date+12.0%

−9.1%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.7%

1.1%Yield1.1%

$635MAssets$879B

2–1OSCV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

IVV1.10%$110

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPY$100 − $9 = $91

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.6%OSCV, at 12.4% volatility

OSCVWorst drop−9.1%12.4% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVIVV

+12.7%Year to date+12.0%

1.1%Yield1.1%

+12.6%Past year+12.2%

0.79%Fee0.03%

2–1OSCV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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OSCV, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three