Compare · 3 funds side by side · dividends reinvested

OSCV, VIG and VUG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,596VIG · best of the three

Story of the three · IncomeMost incomeVIG · 1.45% · $145 a year on $10k

Story of the three · RiskSmallest drop

OSCV, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B1.3

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.6%+12.1%+4.6%−9.1%12.4%$635M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: OSCV 2018 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $635M$12,538

OSCV

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OSCVMeasure

More Ways to See the Pairs

OSCV vs VUG: Top 5 Holdings

Today

OSCV

14.7%in top 5

VUG

in top 545.2%

OSCVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: OSCV, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

OSCV0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: OSCV, VIG, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

VUG

+12.7%Year to dateJan 1 → Nov 12+4.9%

+12.6%1 yearTotal return+3.5%

+12.1%3 years · per year$10,000 became $14,086 · $18,215+22.1%

+4.6%5 years · per year$10,000 became $12,538 · $16,326+10.3%

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

1.11%Trailing 12-mo yield$111 · $41 a year on $10k0.41%

−9.1%Worst dropSmaller is better−15.1%

12.4%VolatilityLower is calmer19.1%

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

5–3OSCV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.6%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

OSCV vs VUG Returns, Every Period

5Y

AptusOSCV

+4.6%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

OSCVVUGFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: OSCV vs VIG

YTD

AptusOSCV

+12.7%

VIGVanguard

+16.0%

+12.7%Year to date+16.0%

−9.1%Worst drop · 1Y−7.9%

12.4%Volatility · 1Y11.0%

1.1%Yield1.4%

$635MAssets$109B

4–0VIG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.45%highest, VIG

FundTrailing yieldYield$10k

VIG1.45%$145

OSCV1.11%$111

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$141most kept, VIG

VIG$145 − $4 = $141

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: OSCV, VIG, VUG

Today

26.4%most shared, VIG and VUG

OSCVVIGVUG

OSCV—0.6%0.0%

VIG0.6%—26.4%

VUG0.0%26.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.9%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

OSCVWorst drop−9.1%12.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VIGOSCV

+16.0%Year to date+12.7%

1.4%Yield1.1%

+16.9%Past year+12.6%

0.04%Fee0.79%

4–0VIG wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

Loading…

OSCV, VIG and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three