Compare · 2 funds side by side · dividends reinvested

OSCV and VO

OSCVAptus×VOVanguard×
$7.5k$10k$12.5k$15kLow $7,659 · 2022VO$13,867OSCV$12,639Nov 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,867VO · best of the two
02 / 04

OSCV and VO, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.1
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%$622M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 9, 2026 · returns include dividends · since: OSCV 2018 · VO 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
Vanguard Morningstar Mid-Cap ETF · $103B$13,867
VO
OSCV
Opus Small Cap Value Plus ETF · $622M$12,639

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

VOMeasureOSCV
+13.6%Year to dateJan 1 → Nov 9+12.8%
+15.6%1 yearTotal return+14.3%
+18.8%3 years · per year$10,000 became $16,763 · $14,197+12.4%
+6.8%5 years · per year$10,000 became $13,867 · $12,639+4.8%
0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%
1.35%Trailing 12-mo yield$135 · $111 a year on $10k1.11%
−8.2%Worst dropSmaller is better−9.1%
13.1%VolatilityLower is calmer12.4%
VOOSCV Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1VO wins
End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

VO vs OSCV: Top 5 Holdings

Today
VO
5.3%in top 5
in top 515.1%
VOStockOSCV
not top 5CASH&OTH3.9%
not top 5THG3.0%
not top 5TXRH2.8%
not top 5EHC2.8%
not top 5ENSG2.7%
1.1%NETnot top 5
1.1%VLOnot top 5
1.1%MPCnot top 5
1.0%PSXnot top 5
1.0%PWRnot top 5
Held in common0.0%
End-of-day Nov 9, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VO vs OSCV Returns, Every Period

5Y
VanguardVO
+6.8%
5 years, per year
OSCVAptus
+4.8%
5 years, per year
0%+10%+20%+13.6%+12.8%YTD+15.6%+14.3%1 year+18.8%+12.4%3 yrs · yr+6.8%+4.8%5 yrs · yr
VOOSCVFaded: behind in that period
4–0VO wins
End-of-day Nov 9, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

VO vs OSCV

YTD
VanguardVO
+13.6%
OSCVAptus
+12.8%
Jan 1Nov 9+13.6%+12.8%
+13.6%Year to date+12.8%
−8.2%Worst drop · 1Y−9.1%
13.1%Volatility · 1Y12.4%
1.4%Yield1.1%
$103BAssets$622M
3–1VO wins
End-of-day Nov 9, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: OSCV, VO

Today
0.03%lowest, VO
FundExpense ratioFee$10k
VO0.03%$3
OSCV0.79%$79
End-of-day Nov 9, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: OSCV, VO

1Y
1.35%highest, VO
FundTrailing yieldYield$10k
VO1.35%$135
OSCV1.11%$111
End-of-day Nov 9, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$132most kept, VO
VO$135 − $3 = $132
OSCV$111 − $79 = $32
KeptFee
End-of-day Nov 9, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: OSCV, VO

Today
0.0%most shared, OSCV and VO
OSCVVO
OSCV—0.0%
VO0.0%—
End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+15.6%VO, at 13.1% volatility
0%+5%+10%+15%+20%5%10%15%Volatility · 1 year → bumpierVO +15.6%OSCV +14.3%
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
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
VOOSCV
Jan 1Nov 9+13.6%+12.8%
+13.6%Year to date+12.8%
1.4%Yield1.1%
+15.6%Past year+14.3%
0.03%Fee0.79%
4–0VO wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+33.2%
VIGVanguard
+14.8%
Jan 1Nov 9+33.2%+14.8%
+33.2%Year to date+14.8%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+6.6%
JEPIJ.P. Morgan
+7.5%
Jan 1Nov 9+6.6%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.3%
SPYSPDR
+11.2%
Jan 1Nov 9+11.3%+11.2%
+11.3%Year to date+11.2%
1.0%Yield1.0%
$179BAssets$778B
1–0SPYM wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com