Compare · 3 funds side by side · dividends reinvested

OSCV, VB and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

OSCV, VB and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B2.0

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%$622M2.9

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 · VB 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $622M$12,515

OSCV

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

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

OSCVMeasureVB

+10.1%Year to dateJan 1 → Nov 6+11.8%

+10.6%1 yearTotal return+14.0%

+12.2%3 years · per year$10,000 became $14,132 · $16,654+18.5%

+4.6%5 years · per year$10,000 became $12,515 · $13,413+6.0%

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

1.14%Trailing 12-mo yield$114 · $128 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 6, 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

15.2%in top 5

in top 52.9%

OSCVStockVB

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

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 6, 2026 · share of each fund

OSCV vs VB Returns, Every Period

AptusOSCV

+4.6%

5 years, per year

VBVanguard

+6.0%

5 years, per year

OSCVVBFaded: behind in that period

0–4VB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

OSCV vs VTV

YTD

AptusOSCV

+10.1%

VTVVanguard

+18.5%

+10.1%Year to date+18.5%

−9.1%Worst drop · 1Y−6.4%

12.2%Volatility · 1Y10.7%

1.1%Yield1.9%

$622MAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, VB, VTV

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VTV0.03%$3

OSCV0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OSCV, VB, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

VB1.28%$128

OSCV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VB$128 − $3 = $125

OSCV$114 − $79 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OSCV, VB, VTV

Today

4.3%most shared, OSCV and VB

OSCVVBVTV

OSCV—4.3%0.0%

VB4.3%—0.7%

VTV0.0%0.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

OSCVWorst drop−9.1%12.2% vol

VBWorst drop−9.0%16.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVB

+18.5%Year to date+11.8%

1.9%Yield1.3%

+22.9%Past year+14.0%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026