Compare · 3 funds side by side · dividends reinvested

OSCV, VUG and SPY

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,214SPY · 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 SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$806B1.8

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.7%+12.5%+4.3%−9.1%12.4%$635M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: OSCV 2018 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $635M$12,358

OSCV

SPY

State Street SPDR S&P 500 ETF · $806B$17,214

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

OSCVMeasure

More Ways to See the Pairs

OSCV vs SPY: Top 5 Holdings

Today

OSCV

14.8%in top 5

SPY

in top 526.8%

OSCVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

3.6%CASH&OTHnot top 5

Cost, Income and Risk

Fees: OSCV, VUG, SPY

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

OSCV0.79%$79

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: OSCV, VUG, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPY

+12.7%Year to dateJan 1 → Nov 13+11.5%

+12.7%1 yearTotal return+11.6%

+12.5%3 years · per year$10,000 became $14,245 · $17,889+21.4%

+4.3%5 years · per year$10,000 became $12,358 · $17,214+11.5%

0.79%Expense ratio$79 · $9 a year on $10k · lower is better0.09%

1.11%Trailing 12-mo yield$111 · $101 a year on $10k1.01%

−9.1%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

OSCV vs SPY Returns, Every Period

5Y

AptusOSCV

+4.3%

5 years, per year

SPYSPDR

+11.5%

5 years, per year

OSCVSPYFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: OSCV vs SPY

YTD

AptusOSCV

+12.7%

SPYSPDR

+11.5%

+12.7%Year to date+11.5%

−9.1%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.7%

1.1%Yield1.0%

$635MAssets$806B

3–1OSCV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.11%$111

SPY1.01%$101

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$92most kept, SPY

SPY$101 − $9 = $92

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: OSCV, VUG, SPY

Today

55.2%most shared, VUG and SPY

OSCVVUGSPY

OSCV—0.0%0.0%

VUG0.0%—55.2%

SPY0.0%55.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%OSCV, at 12.4% volatility

OSCVWorst drop−9.1%12.4% vol

SPYWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVSPY

+12.7%Year to date+11.5%

1.1%Yield1.0%

+12.7%Past year+11.6%

0.79%Fee0.09%

3–1OSCV wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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OSCV, VUG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three