Compare · 3 funds side by side · dividends reinvested

OSCV, USVM and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

Story of the three · IncomeMost incomeUSVM · 1.91% · $191 a year on $10k

Story of the three · RiskSmallest drop

OSCV, USVM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US Small Mid Cap Value Momentum ETFUS Stock Styles · Mid cap0.22%1.91%+18.1%+20.1%+20.9%+8.8%−8.4%14.4%$1.9B1.4

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%$635M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: OSCV 2018 · USVM 2017 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,697

IWF

OSCV

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

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

IWFMeasure

More Ways to See the Pairs

IWF vs OSCV: Top 5 Holdings

Today

IWF

38.2%in top 5

OSCV

in top 514.7%

IWFStockOSCV

12.8%NVDAnot top 5

8.8%AAPLnot top 5

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

Cost, Income and Risk

Fees: OSCV, USVM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

USVM0.22%$22

OSCV0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: OSCV, USVM, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

OSCV

−1.5%Year to dateJan 1 → Nov 12+12.7%

−3.0%1 yearTotal return+12.6%

+19.2%3 years · per year$10,000 became $16,957 · $14,086+12.1%

+9.4%5 years · per year$10,000 became $15,697 · $12,538+4.6%

0.18%Expense ratio$18 · $79 a year on $10k · lower is better0.79%

0.37%Trailing 12-mo yield$37 · $111 a year on $10k1.11%

−14.6%Worst dropSmaller is better−9.1%

19.6%VolatilityLower is calmer12.4%

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

3–5OSCV wins

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

not top 5CASH&OTH3.6%

not top 5THG2.9%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

IWF vs OSCV Returns, Every Period

5Y

iSharesIWF

+9.4%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

IWFOSCVFaded: behind in that period

2–2Level

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

IWF vs USVM

YTD

iSharesIWF

−1.5%

USVMVictoryShares

+18.1%

−1.5%Year to date+18.1%

−14.6%Worst drop · 1Y−8.4%

19.6%Volatility · 1Y14.4%

0.4%Yield1.9%

$119BAssets$1.9B

4–0USVM wins

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

1Y

1.91%highest, USVM

FundTrailing yieldYield$10k

USVM1.91%$191

OSCV1.11%$111

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$169most kept, USVM

USVM$191 − $22 = $169

OSCV$111 − $79 = $32

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: OSCV, USVM, IWF

Today

5.4%most shared, OSCV and USVM

OSCVUSVMIWF

OSCV—5.4%0.0%

USVM5.4%—0.1%

IWF0.0%0.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+20.1%USVM, at 14.4% volatility

OSCVWorst drop−9.1%12.4% vol

USVMWorst drop−8.4%14.4% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

USVMOSCV

+18.1%Year to date+12.7%

1.9%Yield1.1%

+20.1%Past year+12.6%

0.22%Fee0.79%

4–0USVM 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

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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OSCV, USVM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three