Compare · 4 funds side by side · dividends reinvested

OSCV, USVM, IWF and VUG

OSCVAptus×USVMVictoryShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

OSCV, USVM, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.99%+15.1%+18.5%+20.7%+9.2%−8.4%14.3%$1.8B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$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%$620M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: OSCV 2018 · USVM 2017 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $620M$12,515

OSCV

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,497

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

OSCVMeasureUSVM

+10.1%Year to dateJan 1 → Nov 6+15.1%

+10.6%1 yearTotal return+18.5%

+12.2%3 years · per year$10,000 became $14,132 · $17,588+20.7%

+4.6%5 years · per year$10,000 became $12,515 · $15,497+9.2%

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

1.14%Trailing 12-mo yield$114 · $199 a year on $10k1.99%

−9.1%Worst dropSmaller is better−8.4%

12.2%VolatilityLower is calmer14.3%

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

1–7USVM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs USVM: Top 5 Holdings

Today

OSCV

15.2%in top 5

USVM

in top 53.6%

OSCVStockUSVM

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

not top 5PNW0.8%

not top 5SWX0.7%

not top 5AVA0.7%

not top 5WTM0.7%

not top 5OGS0.7%

Held in common5.4%

End-of-day Nov 6, 2026 · share of each fund

OSCV vs USVM Returns, Every Period

AptusOSCV

+4.6%

5 years, per year

USVMVictoryShares

+9.2%

5 years, per year

OSCVUSVMFaded: behind in that period

0–4USVM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OSCV vs USVM

YTD

AptusOSCV

+10.1%

USVMVictoryShares

+15.1%

+10.1%Year to date+15.1%

−9.1%Worst drop · 1Y−8.4%

12.2%Volatility · 1Y14.3%

1.1%Yield2.0%

$620MAssets$1.8B

3–1USVM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, USVM, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

USVM0.22%$22

OSCV0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OSCV, USVM, IWF, VUG

1.99%highest, USVM

FundTrailing yieldYield$10k

USVM1.99%$199

OSCV1.14%$114

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, USVM

USVM$199 − $22 = $177

VUG$42 − $3 = $39

OSCV$114 − $79 = $35

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OSCV, USVM, IWF, VUG

Today

78.0%most shared, IWF and VUG

OSCVUSVMIWFVUG

OSCV—5.4%0.0%0.0%

USVM5.4%—0.1%0.0%

IWF0.0%0.1%—78.0%

VUG0.0%0.0%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+18.5%USVM, at 14.3% volatility

OSCVWorst drop−9.1%12.2% vol

USVMWorst drop−8.4%14.3% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USVMOSCV

+15.1%Year to date+10.1%

2.0%Yield1.1%

+18.5%Past year+10.6%

0.22%Fee0.79%

4–0USVM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026