Compare · 3 funds side by side · dividends reinvested

OSCV, VO and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

OSCV, VO and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.8%+14.3%+12.4%+4.8%−9.1%12.4%$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 9, 2026 · returns include dividends · since: OSCV 2018 · VO 2004 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $622M$12,639

OSCV

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

OSCVMeasureVO

+12.8%Year to dateJan 1 → Nov 9+13.6%

+14.3%1 yearTotal return+15.6%

+12.4%3 years · per year$10,000 became $14,197 · $16,763+18.8%

+4.8%5 years · per year$10,000 became $12,639 · $13,867+6.8%

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

1.11%Trailing 12-mo yield$111 · $135 a year on $10k1.35%

−9.1%Worst dropSmaller is better−8.2%

12.4%VolatilityLower is calmer13.1%

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

1–7VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs VO: Top 5 Holdings

Today

OSCV

15.1%in top 5

in top 55.3%

OSCVStockVO

3.9%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

OSCV vs VO Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

VOVanguard

+6.8%

5 years, per year

OSCVVOFaded: behind in that period

0–4VO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

OSCV vs VTV

YTD

AptusOSCV

+12.8%

VTVVanguard

+20.9%

+12.8%Year to date+20.9%

−9.1%Worst drop · 1Y−6.4%

12.4%Volatility · 1Y10.8%

1.1%Yield1.8%

$622MAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, VO, VTV

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VTV0.03%$3

OSCV0.79%$79

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: OSCV, VO, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

VO1.35%$135

OSCV1.11%$111

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VO$135 − $3 = $132

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: OSCV, VO, VTV

Today

28.5%most shared, VO and VTV

OSCVVOVTV

OSCV—0.0%0.0%

VO0.0%—28.5%

VTV0.0%28.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

OSCVWorst drop−9.1%12.4% vol

VOWorst drop−8.2%13.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVVO

+20.9%Year to date+13.6%

1.8%Yield1.4%

+25.4%Past year+15.6%

0.03%Fee0.03%

3–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026