Compare · 3 funds side by side · dividends reinvested

OSCV, VOO and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

OSCV, VOO and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

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%$620M1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: OSCV 2018 · VOO 2010 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $620M$12,515

OSCV

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

OSCVMeasureVOO

+10.1%Year to dateJan 1 → Nov 6+8.7%

+10.6%1 yearTotal return+9.8%

+12.2%3 years · per year$10,000 became $14,132 · $18,079+21.8%

+4.6%5 years · per year$10,000 became $12,515 · $17,177+11.4%

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

1.14%Trailing 12-mo yield$114 · $110 a year on $10k1.10%

−9.1%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.5%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs VOO: Top 5 Holdings

Today

OSCV

15.2%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%

3.7%CASH&OTHnot top 5

not top 5GOOGL3.1%

3.0%THGnot top 5

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

OSCV vs VOO Returns, Every Period

AptusOSCV

+4.6%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

OSCVVOOFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OSCV vs VOO

YTD

AptusOSCV

+10.1%

VOOVanguard

+8.7%

+10.1%Year to date+8.7%

−9.1%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.5%

1.1%Yield1.1%

$620MAssets$1.00T

2–1OSCV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, VOO, QQQ

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

QQQ0.18%$18

OSCV0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OSCV, VOO, QQQ

1.14%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.14%$114

VOO1.10%$110

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

OSCV$114 − $79 = $35

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OSCV, VOO, QQQ

Today

54.8%most shared, VOO and QQQ

OSCVVOOQQQ

OSCV—0.0%0.0%

VOO0.0%—54.8%

QQQ0.0%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.6%OSCV, at 12.2% volatility

OSCVWorst drop−9.1%12.2% vol

VOOWorst drop−8.9%13.5% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVVOO

+10.1%Year to date+8.7%

1.1%Yield1.1%

+10.6%Past year+9.8%

0.79%Fee0.03%

2–1OSCV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026