Compare · 4 funds side by side · dividends reinvested

OSCV, VIG, VUG and SCHD

OSCVAptus×VIGVanguard×VUGVanguard×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,653VIG · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

OSCV, VIG, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B3.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.5%+13.8%+12.2%+4.7%−9.1%12.4%$636M3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: OSCV 2018 · VIG 2006 · VUG 2004 · SCHD 2011

Head to Head

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Head to Head

5Y

Opus Small Cap Value Plus ETF · $636M$12,581

OSCV

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OSCV vs VIG: Top 5 Holdings

Today

OSCV

14.7%in top 5

VIG

in top 522.1%

OSCVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Cost, Income and Risk

Fees: OSCV, VIG, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

SCHD0.06%$6

OSCV0.79%$79

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,653

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

OSCVMeasureVIG

+13.5%Year to dateJan 1 → Nov 11+16.0%

+13.8%1 yearTotal return+17.8%

+12.2%3 years · per year$10,000 became $14,123 · $16,811+18.9%

+4.7%5 years · per year$10,000 became $12,581 · $16,653+10.7%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

1.10%Trailing 12-mo yield$110 · $145 a year on $10k1.45%

−9.1%Worst dropSmaller is better−7.9%

12.4%VolatilityLower is calmer11.0%

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

0–8VIG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.5%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

Held in common0.6%

End-of-day Nov 11, 2026 · share of each fund

OSCV vs VIG Returns, Every Period

5Y

AptusOSCV

+4.7%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

OSCVVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OSCV vs SCHD

YTD

AptusOSCV

+13.5%

SCHDSchwab

+34.6%

+13.5%Year to date+34.6%

−9.1%Worst drop · 1Y−6.9%

12.4%Volatility · 1Y11.8%

1.1%Yield2.9%

$636MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: OSCV, VIG, VUG, SCHD

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VIG1.45%$145

OSCV1.10%$110

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

VUG$41 − $3 = $38

OSCV$110 − $79 = $31

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OSCV, VIG, VUG, SCHD

Today

26.4%most shared, VIG and VUG

OSCVVIGVUGSCHD

OSCV—0.6%0.0%0.4%

VIG0.6%—26.4%14.5%

VUG0.0%26.4%—0.8%

SCHD0.4%14.5%0.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

OSCVWorst drop−9.1%12.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+34.6%Year to date+16.0%

2.9%Yield1.4%

+39.3%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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OSCV, VIG, VUG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four