Compare · 3 funds side by side · dividends reinvested

OSCV, VUG and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

OSCV, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.3%+23.1%+17.5%+5.9%−9.7%16.4%$104B1.6

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%$622M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $622M$12,515

OSCV

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

OSCVMeasureVUG

+10.1%Year to dateJan 1 → Nov 9+4.2%

+10.6%1 yearTotal return+4.7%

+12.2%3 years · per year$10,000 became $14,132 · $18,569+22.9%

+4.6%5 years · per year$10,000 became $12,515 · $16,565+10.6%

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

1.14%Trailing 12-mo yield$114 · $41 a year on $10k0.41%

−9.1%Worst dropSmaller is better−15.1%

12.2%VolatilityLower is calmer19.1%

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

5–3OSCV 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 VUG: Top 5 Holdings

Today

OSCV

15.2%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%

3.7%CASH&OTHnot top 5

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 9, 2026 · share of each fund

OSCV vs VUG Returns, Every Period

AptusOSCV

+4.6%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

OSCVVUGFaded: behind in that period

2–2Level

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

OSCV vs IJR

YTD

AptusOSCV

+10.1%

IJRiShares

+19.3%

+10.1%Year to date+19.3%

−9.1%Worst drop · 1Y−9.7%

12.2%Volatility · 1Y16.4%

1.1%Yield1.2%

$622MAssets$104B

2–2level

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

Cost, Income and Risk

Fees: OSCV, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

OSCV0.79%$79

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

Yields: OSCV, VUG, IJR

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

OSCV1.14%$114

VUG0.41%$41

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

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

VUG$41 − $3 = $38

OSCV$114 − $79 = $35

KeptFee

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

Overlap: OSCV, VUG, IJR

Today

5.2%most shared, OSCV and IJR

OSCVVUGIJR

OSCV—0.0%5.2%

VUG0.0%—0.0%

IJR5.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.1%IJR, at 16.4% volatility

OSCVWorst drop−9.1%12.2% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IJROSCV

+19.3%Year to date+10.1%

1.2%Yield1.1%

+23.1%Past year+10.6%

0.06%Fee0.79%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%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