Compare · 4 funds side by side · dividends reinvested

OSCV, VOO, IWF and IVV

OSCVAptus×VOOVanguard×IWFiShares×IVViShares×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,533VOO · best of the four

Story of the four · IncomeMost incomeOSCV · 1.10% · $110 a year on $10k

Story of the four · RiskSmallest drop

OSCV, VOO, IWF and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.0

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%$636M2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.6

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 · VOO 2010 · IWF 2000 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

OSCV

More Ways to See the Pairs

OSCV vs VOO: Top 5 Holdings

Today

OSCV

14.7%in top 5

VOO

in top 528.3%

OSCVStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

3.5%CASH&OTHnot top 5

Cost, Income and Risk

Fees: OSCV, VOO, IWF, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IWF0.18%$18

OSCV0.79%$79

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

VOO

Vanguard S&P 500 ETF · $1.00T$17,533

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

OSCVMeasureVOO

+13.5%Year to dateJan 1 → Nov 11+12.3%

+13.8%1 yearTotal return+12.8%

+12.2%3 years · per year$10,000 became $14,123 · $18,126+21.9%

+4.7%5 years · per year$10,000 became $12,581 · $17,533+11.9%

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

1.10%Trailing 12-mo yield$110 · $106 a year on $10k1.06%

−9.1%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.7%

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

4–4Level

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

not top 5GOOGL3.1%

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.6%ENSGnot top 5

Held in common0.0%

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

OSCV vs VOO Returns, Every Period

5Y

AptusOSCV

+4.7%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

OSCVVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: OSCV vs IVV

YTD

AptusOSCV

+13.5%

IVViShares

+12.3%

+13.5%Year to date+12.3%

−9.1%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.7%

1.1%Yield1.1%

$636MAssets$872B

2–1OSCV wins

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

Yields: OSCV, VOO, IWF, IVV

1Y

1.10%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.10%$110

IVV1.10%$110

VOO1.06%$106

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

VOO$106 − $3 = $103

OSCV$110 − $79 = $31

IWF$37 − $18 = $19

KeptFee

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

Overlap: OSCV, VOO, IWF, IVV

Today

92.7%most shared, VOO and IVV

OSCVVOOIWFIVV

OSCV—0.0%0.0%0.0%

VOO0.0%—59.3%92.7%

IWF0.0%59.3%—55.9%

IVV0.0%92.7%55.9%—

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

Return vs Bumpiness: 4 ETFs

1Y

+13.8%OSCV, at 12.4% volatility

OSCVWorst drop−9.1%12.4% vol

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.6% vol

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

Paid More vs Made More

YTD

OSCVIVV

+13.5%Year to date+12.3%

1.1%Yield1.1%

+13.8%Past year+12.7%

0.79%Fee0.03%

2–1OSCV wins

End-of-day Nov 11, 2026

+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

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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OSCV, VOO, IWF and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four