Compare · 2 funds side by side · dividends reinvested

OSCV and VBR

OSCVAptus×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,249VBR · best of the two

02 / 04

OSCV and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.80%+17.4%+21.0%+20.5%+8.8%−8.9%13.9%$35.1B1.1

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $636M$12,823

OSCV

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,249

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

OSCVMeasureVBR

+12.6%Year to dateJan 1 → Nov 3+17.4%

+13.3%1 yearTotal return+21.0%

+13.9%3 years · per year$10,000 became $14,794 · $17,478+20.5%

+5.1%5 years · per year$10,000 became $12,823 · $15,249+8.8%

0.79%Expense ratio$79 · $5 a year on $10k · lower is better0.05%

1.11%Trailing 12-mo yield$111 · $180 a year on $10k1.80%

−9.1%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer13.9%

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

1–7VBR wins

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

More Ways to See the Pairs

OSCV vs VBR: Top 5 Holdings

Today

OSCV

14.6%in top 5

VBR

in top 53.3%

OSCVStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common5.5%

End-of-day Nov 3, 2026 · share of each fund

OSCV vs VBR Returns, Every Period

AptusOSCV

+5.1%

5 years, per year

VBRVanguard

+8.8%

5 years, per year

OSCVVBRFaded: behind in that period

0–4VBR wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OSCV vs VBR

YTD

AptusOSCV

+12.6%

VBRVanguard

+17.4%

+12.6%Year to date+17.4%

−9.1%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y13.9%

1.1%Yield1.8%

$636MAssets$35.1B

3–1VBR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

OSCV0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OSCV, VBR

1.80%highest, VBR

FundTrailing yieldYield$10k

VBR1.80%$180

OSCV1.11%$111

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OSCV, VBR

Today

5.5%most shared, OSCV and VBR

OSCVVBR

OSCV—5.5%

VBR5.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.0%VBR, at 13.9% volatility

OSCVWorst drop−9.1%11.9% vol

VBRWorst drop−8.9%13.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VBROSCV

+17.4%Year to date+12.6%

1.8%Yield1.1%

+21.0%Past year+13.3%

0.05%Fee0.79%

4–0VBR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026