Compare · 4 funds side by side · dividends reinvested

OSCV, USVM, VUG and IWF

OSCVAptus×USVMVictoryShares×VUGVanguard×IWFiShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,326VUG · best of the four

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

Story of the four · RiskSmallest drop

OSCV, USVM, VUG 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%$1.9B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

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%$635M2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B3.3

Rank among the four1st → 4thFee, 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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

OSCV

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OSCV vs USVM: Top 5 Holdings

Today

OSCV

14.7%in top 5

USVM

in top 53.6%

OSCVStockUSVM

3.6%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Cost, Income and Risk

Fees: OSCV, USVM, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

USVM0.22%$22

OSCV0.79%$79

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

Popular Pairs Near These Four

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$61.0B

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%

USVM

VictoryShares US Small Mid Cap Value Momentum ETF · $1.9B$15,245

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

OSCVMeasureUSVM

+12.7%Year to dateJan 1 → Nov 12+18.1%

+12.6%1 yearTotal return+20.1%

+12.1%3 years · per year$10,000 became $14,086 · $17,669+20.9%

+4.6%5 years · per year$10,000 became $12,538 · $15,245+8.8%

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

not top 5PNW0.8%

not top 5SWX0.7%

not top 5OGS0.7%

not top 5KRG0.7%

not top 5AVA0.7%

Held in common5.4%

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

OSCV vs USVM Returns, Every Period

5Y

AptusOSCV

+4.6%

5 years, per year

USVMVictoryShares

+8.8%

5 years, per year

OSCVUSVMFaded: behind in that period

0–4USVM wins

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

OSCV vs USVM

YTD

AptusOSCV

+12.7%

USVMVictoryShares

+18.1%

+12.7%Year to date+18.1%

−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 12, 2026 · smaller drop and lower volatility win

Yields: OSCV, USVM, VUG, IWF

1Y

1.91%highest, USVM

FundTrailing yieldYield$10k

USVM1.91%$191

OSCV1.11%$111

VUG0.41%$41

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

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

IWF$37 − $18 = $19

KeptFee

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

Overlap: OSCV, USVM, VUG, IWF

Today

77.8%most shared, VUG and IWF

OSCVUSVMVUGIWF

OSCV—5.4%0.0%0.0%

USVM5.4%—0.0%0.1%

VUG0.0%0.0%—77.8%

IWF0.0%0.1%77.8%—

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

Return vs Bumpiness: 4 ETFs

1Y

+20.1%USVM, at 14.4% volatility

OSCVWorst drop−9.1%12.4% vol

USVMWorst drop−8.4%14.4% vol

VUGWorst drop−15.1%19.1% 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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OSCV, USVM, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four