Compare · 3 funds side by side · dividends reinvested

OSCV, USVM and VUG

OSCVAptus×USVMVictoryShares×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $6,688 · 2022VUG$16,124USVM$15,497OSCV$12,515Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three
02 / 04

OSCV, USVM 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%$1.8B1.5
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%$620M2.3
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3
Rank among the three1st → 3rdFee, 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 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
Opus Small Cap Value Plus ETF · $620M$12,515
OSCV
VUG
Vanguard Morningstar Growth ETF · $233B$16,124

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

OSCVMeasureVUG
+10.1%Year to dateJan 1 → Nov 6+1.4%
+10.6%1 yearTotal return+0.2%
+12.2%3 years · per year$10,000 became $14,132 · $18,415+22.6%
+4.6%5 years · per year$10,000 became $12,515 · $16,124+10.0%
0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%
1.14%Trailing 12-mo yield$114 · $42 a year on $10k0.42%
−9.1%Worst dropSmaller is better−15.1%
12.2%VolatilityLower is calmer19.0%
OSCVVUG Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3OSCV wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

OSCV vs VUG: Top 5 Holdings

Today
15.2%in top 5
VUG
in top 545.2%
OSCVStockVUG
not top 5NVDA13.5%
not top 5AAPL12.5%
not top 5MSFT9.7%
not top 5GOOGL5.2%
not top 5AVGO4.3%
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
Held in common0.0%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

OSCV vs VUG Returns, Every Period

5Y
AptusOSCV
+4.6%
5 years, per year
VUGVanguard
+10.0%
5 years, per year
0%+10%+20%+30%+10.1%+1.4%YTD+10.6%+0.2%1 year+12.2%+22.6%3 yrs · yr+4.6%+10.0%5 yrs · yr
OSCVVUGFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

OSCV vs USVM

YTD
AptusOSCV
+10.1%
USVMVictoryShares
+15.1%
Jan 1Nov 6+10.1%+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
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: OSCV, USVM, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
USVM0.22%$22
OSCV0.79%$79
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: OSCV, USVM, VUG

1Y
1.99%highest, USVM
FundTrailing yieldYield$10k
USVM1.99%$199
OSCV1.14%$114
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$177most kept, USVM
USVM$199 − $22 = $177
VUG$42 − $3 = $39
OSCV$114 − $79 = $35
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: OSCV, USVM, VUG

Today
5.4%most shared, OSCV and USVM
OSCVUSVMVUG
OSCV—5.4%0.0%
USVM5.4%—0.0%
VUG0.0%0.0%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+18.5%USVM, at 14.3% volatility
0%+5%+10%+15%+20%+25%5%10%15%20%25%Volatility · 1 year → bumpierUSVM +18.5%OSCV +10.6%VUG +0.2%
OSCVWorst drop−9.1%12.2% vol
USVMWorst drop−8.4%14.3% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+15.1%+10.1%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com