Compare · 2 funds side by side · dividends reinvested

OSCV and VUG

OSCVAptus×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

OSCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.4%+13.5%+13.8%+5.6%−9.1%11.9%$636M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: OSCV 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $636M$13,154

OSCV

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

OSCVMeasureVUG

+13.4%Year to dateJan 1 → Nov 4+6.3%

+13.5%1 yearTotal return+3.4%

+13.8%3 years · per year$10,000 became $14,747 · $19,712+25.4%

+5.6%5 years · per year$10,000 became $13,154 · $17,153+11.4%

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

1.10%Trailing 12-mo yield$110 · $40 a year on $10k0.40%

−9.1%Worst dropSmaller is better−16.1%

11.9%VolatilityLower is calmer18.2%

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

5–3OSCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OSCV vs VUG: Top 5 Holdings

Today

OSCV

14.6%in top 5

VUG

in top 545.2%

OSCVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.6%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.7%EHCnot top 5

2.6%ENSGnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

OSCV vs VUG Returns, Every Period

AptusOSCV

+5.6%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

OSCVVUGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OSCV vs VUG

YTD

AptusOSCV

+13.4%

VUGVanguard

+6.3%

+13.4%Year to date+6.3%

−9.1%Worst drop · 1Y−16.1%

11.9%Volatility · 1Y18.2%

1.1%Yield0.4%

$636MAssets$233B

4–0OSCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OSCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

OSCV0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OSCV, VUG

1.10%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.10%$110

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

OSCV$110 − $79 = $31

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OSCV, VUG

Today

0.0%most shared, OSCV and VUG

OSCVVUG

OSCV—0.0%

VUG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%OSCV, at 11.9% volatility

OSCVWorst drop−9.1%11.9% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVVUG

+13.4%Year to date+6.3%

1.1%Yield0.4%

+13.5%Past year+3.4%

0.79%Fee0.03%

3–1OSCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026