Compare · 2 funds side by side · dividends reinvested

OSCV and VIG

OSCVAptus×VIGVanguard×
$7.5k$10k$12.5k$15k$17.5kLow $8,396 · 2022VIG$16,243OSCV$12,515Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two
02 / 04

OSCV and VIG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.0
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%$637M2.0
Rank among the two1st → 2ndFee, 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 · VIG 2006
@TheETFTracker·theetftracker.com

Head to Head

5Y
Opus Small Cap Value Plus ETF · $637M$12,515
OSCV
VIG
Vanguard Dividend Appreciation ETF · $109B$16,243

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

OSCVMeasureVIG
+10.1%Year to dateJan 1 → Nov 6+12.1%
+10.6%1 yearTotal return+14.3%
+12.2%3 years · per year$10,000 became $14,132 · $16,669+18.6%
+4.6%5 years · per year$10,000 became $12,515 · $16,243+10.2%
0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%
1.14%Trailing 12-mo yield$114 · $150 a year on $10k1.50%
−9.1%Worst dropSmaller is better−7.9%
12.2%VolatilityLower is calmer10.8%
OSCVVIG Winner of the row, in its colourEach row: the bigger of the two fills its side
0–8VIG wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

OSCV vs VIG: Top 5 Holdings

Today
15.2%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%
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
Held in common0.6%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

OSCV vs VIG Returns, Every Period

5Y
AptusOSCV
+4.6%
5 years, per year
VIGVanguard
+10.2%
5 years, per year
0%+10%+20%+10.1%+12.1%YTD+10.6%+14.3%1 year+12.2%+18.6%3 yrs · yr+4.6%+10.2%5 yrs · yr
OSCVVIGFaded: behind in that period
0–4VIG wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: OSCV vs VIG

YTD
AptusOSCV
+10.1%
VIGVanguard
+12.1%
Jan 1Nov 6+10.1%+12.1%
+10.1%Year to date+12.1%
−9.1%Worst drop · 1Y−7.9%
12.2%Volatility · 1Y10.8%
1.1%Yield1.5%
$637MAssets$109B
4–0VIG wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: OSCV, VIG

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
OSCV0.79%$79
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: OSCV, VIG

1Y
1.50%highest, VIG
FundTrailing yieldYield$10k
VIG1.50%$150
OSCV1.14%$114
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$146most kept, VIG
VIG$150 − $4 = $146
OSCV$114 − $79 = $35
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: OSCV, VIG

Today
0.6%most shared, OSCV and VIG
OSCVVIG
OSCV—0.6%
VIG0.6%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+14.3%VIG, at 10.8% volatility
0%+5%+10%+15%+20%7.5%10%12.5%15%Volatility · 1 year → bumpierVIG +14.3%OSCV +10.6%
VIGWorst drop−7.9%10.8% vol
OSCVWorst drop−9.1%12.2% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+12.1%+10.1%
+12.1%Year to date+10.1%
1.5%Yield1.1%
+14.3%Past year+10.6%
0.04%Fee0.79%
4–0VIG wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.9BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com