Compare · 3 funds side by side · dividends reinvested

OSCV, VUG and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeOSCV · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

OSCV, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.6%+12.1%+4.6%−9.1%12.4%$635M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: OSCV 2018 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $635M$12,538

OSCV

IWF

iShares Russell 1000 Growth ETF · $119B$15,697

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

OSCVMeasure

More Ways to See the Pairs

OSCV vs IWF: Top 5 Holdings

Today

OSCV

14.7%in top 5

IWF

in top 538.2%

OSCVStockIWF

not top 5NVDA12.8%

not top 5AAPL8.8%

not top 5MSFT6.1%

not top 5GOOGL5.4%

not top 5AVGO

Cost, Income and Risk

Fees: OSCV, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

OSCV0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: OSCV, VUG, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

IWF

+12.7%Year to dateJan 1 → Nov 12−1.5%

+12.6%1 yearTotal return−3.0%

+12.1%3 years · per year$10,000 became $14,086 · $16,957+19.2%

+4.6%5 years · per year$10,000 became $12,538 · $15,697+9.4%

0.79%Expense ratio$79 · $18 a year on $10k · lower is better0.18%

1.11%Trailing 12-mo yield$111 · $37 a year on $10k0.37%

−9.1%Worst dropSmaller is better−14.6%

12.4%VolatilityLower is calmer19.6%

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

5–3OSCV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.1%

3.6%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

OSCV vs IWF Returns, Every Period

5Y

AptusOSCV

+4.6%

5 years, per year

IWFiShares

+9.4%

5 years, per year

OSCVIWFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

OSCV vs VUG

YTD

AptusOSCV

+12.7%

VUGVanguard

+4.9%

+12.7%Year to date+4.9%

−9.1%Worst drop · 1Y−15.1%

12.4%Volatility · 1Y19.1%

1.1%Yield0.4%

$635MAssets$233B

4–0OSCV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$38most kept, VUG

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: OSCV, VUG, IWF

Today

77.8%most shared, VUG and IWF

OSCVVUGIWF

OSCV—0.0%0.0%

VUG0.0%—77.8%

IWF0.0%77.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.6%OSCV, at 12.4% volatility

OSCVWorst drop−9.1%12.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVVUG

+12.7%Year to date+4.9%

1.1%Yield0.4%

+12.6%Past year+3.5%

0.79%Fee0.03%

3–1OSCV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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OSCV, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three