Compare · 3 funds side by side · dividends reinvested

OSCV, USVM and VUG

OSCVAptus×USVMVictoryShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · 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%1.91%+18.5%+23.2%+21.3%+9.3%−8.4%14.4%$1.8B1.5

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%$622M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: OSCV 2018 · USVM 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

OSCV

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

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

VUGMeasureOSCV

+4.2%Year to dateJan 1 → Nov 9+12.8%

+4.7%1 yearTotal return+14.3%

+22.9%3 years · per year$10,000 became $18,569 · $14,197+12.4%

+10.6%5 years · per year$10,000 became $16,565 · $12,639+4.8%

0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%

0.41%Trailing 12-mo yield$41 · $111 a year on $10k1.11%

−15.1%Worst dropSmaller is better−9.1%

19.1%VolatilityLower is calmer12.4%

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

3–5OSCV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs OSCV: Top 5 Holdings

Today

VUG

45.2%in top 5

OSCV

in top 515.1%

VUGStockOSCV

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5CASH&OTH3.9%

not top 5THG3.0%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.7%

Held in common0.0%

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

VUG vs OSCV Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

VUGOSCVFaded: behind in that period

2–2Level

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

VUG vs USVM

YTD

VanguardVUG

+4.2%

USVMVictoryShares

+18.5%

+4.2%Year to date+18.5%

−15.1%Worst drop · 1Y−8.4%

19.1%Volatility · 1Y14.4%

0.4%Yield1.9%

$233BAssets$1.8B

4–0USVM wins

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

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 9, 2026 · fee on $10,000 a year

Yields: OSCV, USVM, VUG

1.91%highest, USVM

FundTrailing yieldYield$10k

USVM1.91%$191

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

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

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

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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.2%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

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

Paid More vs Made More

YTD

USVMOSCV

+18.5%Year to date+12.8%

1.9%Yield1.1%

+23.2%Past year+14.3%

0.22%Fee0.79%

4–0USVM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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