Compare · 4 funds side by side · dividends reinvested

OSCV, USVM, VO and VUG

OSCVAptus×USVMVictoryShares×VOVanguard×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

OSCV, USVM, VO 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%1.91%+18.5%+23.2%+21.3%+9.3%−8.4%14.4%$1.8B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.9

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.8%+14.3%+12.4%+4.8%−9.1%12.4%$622M3.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: OSCV 2018 · USVM 2017 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $622M$12,639

OSCV

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.8B$15,567

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

OSCVMeasureUSVM

+12.8%Year to dateJan 1 → Nov 9+18.5%

+14.3%1 yearTotal return+23.2%

+12.4%3 years · per year$10,000 became $14,197 · $17,856+21.3%

+4.8%5 years · per year$10,000 became $12,639 · $15,567+9.3%

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

1.11%Trailing 12-mo yield$111 · $191 a year on $10k1.91%

−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 9, 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

15.1%in top 5

USVM

in top 53.6%

OSCVStockUSVM

3.9%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5PNW0.8%

not top 5SWX0.7%

not top 5SR0.7%

not top 5AVA0.7%

not top 5KRG0.7%

Held in common5.4%

End-of-day Nov 9, 2026 · share of each fund

OSCV vs USVM Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

USVMVictoryShares

+9.3%

5 years, per year

OSCVUSVMFaded: behind in that period

0–4USVM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

OSCV vs USVM

YTD

AptusOSCV

+12.8%

USVMVictoryShares

+18.5%

+12.8%Year to date+18.5%

−9.1%Worst drop · 1Y−8.4%

12.4%Volatility · 1Y14.4%

1.1%Yield1.9%

$622MAssets$1.8B

3–1USVM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, USVM, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

USVM0.22%$22

OSCV0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OSCV, USVM, VO, VUG

1.91%highest, USVM

FundTrailing yieldYield$10k

USVM1.91%$191

VO1.35%$135

OSCV1.11%$111

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$169most kept, USVM

USVM$191 − $22 = $169

VO$135 − $3 = $132

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OSCV, USVM, VO, VUG

Today

10.2%most shared, VO and VUG

OSCVUSVMVOVUG

OSCV—5.4%0.0%0.0%

USVM5.4%—0.0%0.0%

VO0.0%0.0%—10.2%

VUG0.0%0.0%10.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+23.2%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

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

USVMVO

+18.5%Year to date+13.6%

1.9%Yield1.4%

+23.2%Past year+15.6%

0.22%Fee0.03%

3–1USVM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026