Compare · 3 funds side by side · dividends reinvested

OSCV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

OSCV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.4%+13.5%+13.8%+5.6%−9.1%11.9%$636M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: OSCV 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $636M$13,154

OSCV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

OSCVMeasureSPYM

+13.4%Year to dateJan 1 → Nov 4+13.4%

+13.5%1 yearTotal return+13.5%

+13.8%3 years · per year$10,000 became $14,747 · $19,186+24.3%

+5.6%5 years · per year$10,000 became $13,154 · $18,126+12.6%

0.79%Expense ratio$79 · $2 a year on $10k · lower is better0.02%

1.10%Trailing 12-mo yield$110 · $101 a year on $10k1.01%

−9.1%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer12.8%

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

2–4SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs SPYM: Top 5 Holdings

Today

OSCV

14.6%in top 5

SPYM

in top 527.3%

OSCVStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.6%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.7%EHCnot top 5

2.6%ENSGnot top 5

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

OSCV vs SPYM Returns, Every Period

AptusOSCV

+5.6%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

OSCVSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OSCV vs SPYM

YTD

AptusOSCV

+13.4%

SPYMSPDR

+13.4%

+13.4%Year to date+13.4%

−9.1%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y12.8%

1.1%Yield1.0%

$636MAssets$185B

2–1OSCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

OSCV0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OSCV, SPYM, SPY

1.10%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.10%$110

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

OSCV$110 − $79 = $31

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OSCV, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

OSCVSPYMSPY

OSCV—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

OSCVWorst drop−9.1%11.9% vol

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVSPYM

+13.4%Year to date+13.4%

1.1%Yield1.0%

+13.5%Past year+13.5%

0.79%Fee0.02%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026