Compare · 2 funds side by side · dividends reinvested

OSCV and VB

OSCVAptus×VBVanguard×
$7.5k$10k$12.5k$15kLow $7,740 · 2022VB$13,687OSCV$12,823Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,687VB · best of the two
02 / 04

OSCV and VB, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.4%+16.2%+20.3%+6.5%−9.0%15.7%$76.9B1.1
Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.6%+13.3%+13.9%+5.1%−9.1%11.9%$636M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 3, 2026 · returns include dividends · since: OSCV 2018 · VB 2004
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Head to Head

5Y
Opus Small Cap Value Plus ETF · $636M$12,823
OSCV
VB
Vanguard Morningstar Small-Cap ETF · $76.9B$13,687

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

OSCVMeasureVB
+12.6%Year to dateJan 1 → Nov 3+14.4%
+13.3%1 yearTotal return+16.2%
+13.9%3 years · per year$10,000 became $14,794 · $17,404+20.3%
+5.1%5 years · per year$10,000 became $12,823 · $13,687+6.5%
0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%
1.11%Trailing 12-mo yield$111 · $125 a year on $10k1.25%
−9.1%Worst dropSmaller is better−9.0%
11.9%VolatilityLower is calmer15.7%
OSCVVB Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7VB wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

OSCV vs VB: Top 5 Holdings

Today
14.6%in top 5
VB
in top 52.9%
OSCVStockVB
3.6%CASH&OTHnot top 5
3.0%THGnot top 5
2.8%TXRHnot top 5
2.7%EHCnot top 5
2.6%ENSGnot top 5
not top 5NTRA0.7%
not top 5TWLO0.6%
not top 5RVMD0.5%
not top 5ILMN0.5%
not top 5P0.5%
Held in common4.3%
End-of-day Nov 3, 2026 · share of each fund
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OSCV vs VB Returns, Every Period

5Y
AptusOSCV
+5.1%
5 years, per year
VBVanguard
+6.5%
5 years, per year
0%+10%+20%+30%+12.6%+14.4%YTD+13.3%+16.2%1 year+13.9%+20.3%3 yrs · yr+5.1%+6.5%5 yrs · yr
OSCVVBFaded: behind in that period
0–4VB wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
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OSCV vs VB

YTD
AptusOSCV
+12.6%
VBVanguard
+14.4%
Jan 1Nov 3+12.6%+14.4%
+12.6%Year to date+14.4%
−9.1%Worst drop · 1Y−9.0%
11.9%Volatility · 1Y15.7%
1.1%Yield1.2%
$636MAssets$76.9B
3–1VB wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: OSCV, VB

Today
0.03%lowest, VB
FundExpense ratioFee$10k
VB0.03%$3
OSCV0.79%$79
End-of-day Nov 3, 2026 · fee on $10,000 a year
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Yields: OSCV, VB

1Y
1.25%highest, VB
FundTrailing yieldYield$10k
VB1.25%$125
OSCV1.11%$111
End-of-day Nov 3, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$122most kept, VB
VB$125 − $3 = $122
OSCV$111 − $79 = $32
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
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Overlap: OSCV, VB

Today
4.3%most shared, OSCV and VB
OSCVVB
OSCV—4.3%
VB4.3%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
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Return vs Bumpiness: 2 ETFs

1Y
+16.2%VB, at 15.7% volatility
0%+5%+10%+15%+20%5%10%15%20%Volatility · 1 year → bumpierVB +16.2%OSCV +13.3%
OSCVWorst drop−9.1%11.9% vol
VBWorst drop−9.0%15.7% vol
End-of-day Nov 3, 2026 · up and left is better
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Paid More vs Made More

YTD
VBOSCV
Jan 1Nov 3+14.4%+12.6%
+14.4%Year to date+12.6%
1.2%Yield1.1%
+16.2%Past year+13.3%
0.03%Fee0.79%
4–0VB wins
End-of-day Nov 3, 2026
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Popular Pairs Near These Two

IWM vs VB

YTD
iSharesIWM
+14.4%
VBVanguard
+14.4%
Jan 1Nov 3+14.4%+14.4%
+14.4%Year to date+14.4%
1.0%Yield1.2%
$75.8BAssets$76.9B
1–0VB wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+7.0%
+7.5%Year to date+7.0%
12.3%Yield8.0%
$41.8BAssets$46.0B
2–0JEPQ wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com