Compare · 4 funds side by side · dividends reinvested

OSCV, USVM, IWF and VO

OSCVAptus×USVMVictoryShares×IWFiShares×VOVanguard×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,927IWF · best of the four

Story of the four · IncomeMost incomeUSVM · 1.89% · $189 a year on $10k

Story of the four · RiskSmallest drop

OSCV, USVM, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.89%+19.3%+21.8%+21.1%+8.9%−8.4%14.4%$1.9B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.5%+13.8%+12.2%+4.7%−9.1%12.4%$635M3.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B3.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: OSCV 2018 · USVM 2017 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $635M$12,581

OSCV

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OSCV vs USVM: Top 5 Holdings

Today

OSCV

14.7%in top 5

USVM

in top 53.6%

OSCVStockUSVM

3.5%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

Cost, Income and Risk

Fees: OSCV, USVM, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

USVM0.22%$22

OSCV0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,338

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

OSCVMeasureUSVM

+13.5%Year to dateJan 1 → Nov 11+19.3%

+13.8%1 yearTotal return+21.8%

+12.2%3 years · per year$10,000 became $14,123 · $17,759+21.1%

+4.7%5 years · per year$10,000 became $12,581 · $15,338+8.9%

0.79%Expense ratio$79 · $22 a year on $10k · lower is better0.22%

1.10%Trailing 12-mo yield$110 · $189 a year on $10k1.89%

−9.1%Worst dropSmaller is better−8.4%

12.4%VolatilityLower is calmer14.4%

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

1–7USVM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PNW0.8%

not top 5SWX0.7%

not top 5KRG0.7%

not top 5OGS0.7%

not top 5SR0.7%

Held in common5.4%

End-of-day Nov 11, 2026 · share of each fund

OSCV vs USVM Returns, Every Period

5Y

AptusOSCV

+4.7%

5 years, per year

USVMVictoryShares

+8.9%

5 years, per year

OSCVUSVMFaded: behind in that period

0–4USVM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

OSCV vs USVM

YTD

AptusOSCV

+13.5%

USVMVictoryShares

+19.3%

+13.5%Year to date+19.3%

−9.1%Worst drop · 1Y−8.4%

12.4%Volatility · 1Y14.4%

1.1%Yield1.9%

$635MAssets$1.9B

3–1USVM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: OSCV, USVM, IWF, VO

1Y

1.89%highest, USVM

FundTrailing yieldYield$10k

USVM1.89%$189

VO1.33%$133

OSCV1.10%$110

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$167most kept, USVM

USVM$189 − $22 = $167

VO$133 − $3 = $130

OSCV$110 − $79 = $31

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OSCV, USVM, IWF, VO

Today

9.4%most shared, IWF and VO

OSCVUSVMIWFVO

OSCV—5.4%0.0%0.0%

USVM5.4%—0.1%0.0%

IWF0.0%0.1%—9.4%

VO0.0%0.0%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.8%USVM, at 14.4% volatility

OSCVWorst drop−9.1%12.4% vol

VOWorst drop−8.2%13.1% vol

USVMWorst drop−8.4%14.4% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

USVMVO

+19.3%Year to date+15.0%

1.9%Yield1.3%

+21.8%Past year+15.0%

0.22%Fee0.03%

3–1USVM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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OSCV, USVM, IWF and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four