Compare · 3 funds side by side · dividends reinvested

OSCV, VB and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

OSCV, VB and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.2%+14.6%+18.5%+5.9%−9.0%16.2%$76.9B1.4

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.13%+10.3%+11.4%+12.5%+4.8%−9.1%12.2%$633M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: OSCV 2018 · VB 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $633M$12,615

OSCV

Vanguard Morningstar Small-Cap ETF · $76.9B$13,310

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

OSCVMeasureVB

+10.3%Year to dateJan 1 → Nov 5+11.2%

+11.4%1 yearTotal return+14.6%

+12.5%3 years · per year$10,000 became $14,253 · $16,641+18.5%

+4.8%5 years · per year$10,000 became $12,615 · $13,310+5.9%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

1.13%Trailing 12-mo yield$113 · $129 a year on $10k1.28%

−9.1%Worst dropSmaller is better−9.0%

12.2%VolatilityLower is calmer16.2%

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

1–7VB wins

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

More Ways to See the Pairs

OSCV vs VB: Top 5 Holdings

Today

OSCV

14.9%in top 5

in top 52.9%

OSCVStockVB

3.6%CASH&OTHnot top 5

3.0%THGnot top 5

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%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 5, 2026 · share of each fund

OSCV vs VB Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

VBVanguard

+5.9%

5 years, per year

OSCVVBFaded: behind in that period

0–4VB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OSCV vs VB

YTD

AptusOSCV

+10.3%

VBVanguard

+11.2%

+10.3%Year to date+11.2%

−9.1%Worst drop · 1Y−9.0%

12.2%Volatility · 1Y16.2%

1.1%Yield1.3%

$633MAssets$76.9B

3–1VB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, VB, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IWF0.18%$18

OSCV0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: OSCV, VB, IWF

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$129

OSCV1.13%$113

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

OSCV$113 − $79 = $34

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: OSCV, VB, IWF

Today

4.3%most shared, OSCV and VB

OSCVVBIWF

OSCV—4.3%0.0%

VB4.3%—3.9%

IWF0.0%3.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.6%VB, at 16.2% volatility

OSCVWorst drop−9.1%12.2% vol

VBWorst drop−9.0%16.2% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VBOSCV

+11.2%Year to date+10.3%

1.3%Yield1.1%

+14.6%Past year+11.4%

0.03%Fee0.79%

4–0VB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026