Compare OSCV and VUG | ETF Tracker

OSCV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.13%+10.3%+11.4%+12.5%+4.8%−9.1%12.2%$633M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$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 5, 2026 · returns include dividends · since: OSCV 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $633M$12,615

OSCV

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

OSCVMeasureVUG

+10.3%Year to dateJan 1 → Nov 5+0.5%

+11.4%1 yearTotal return−0.6%

+12.5%3 years · per year$10,000 became $14,253 · $18,532+22.8%

+4.8%5 years · per year$10,000 became $12,615 · $16,052+9.9%

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

1.13%Trailing 12-mo yield$113 · $43 a year on $10k0.43%

−9.1%Worst dropSmaller is better−15.1%

12.2%VolatilityLower is calmer19.0%

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

5–3OSCV wins

End-of-day Nov 5, 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

14.9%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

2.9%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

OSCV vs VUG Returns, Every Period

5Y

AptusOSCV

+4.8%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

OSCVVUGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

OSCV vs VUG

YTD

AptusOSCV

+10.3%

VUGVanguard

+0.5%

+10.3%Year to date+0.5%

−9.1%Worst drop · 1Y−15.1%

12.2%Volatility · 1Y19.0%

1.1%Yield0.4%

$633MAssets$233B

4–0OSCV wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: OSCV, VUG

1Y

1.13%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.13%$113

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$40most kept, VUG

VUG$43 − $3 = $40

OSCV$113 − $79 = $34

KeptFee

End-of-day Nov 5, 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 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.4%OSCV, at 12.2% volatility

OSCVWorst drop−9.1%12.2% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVVUG

+10.3%Year to date+0.5%

1.1%Yield0.4%

+11.4%Past year−0.6%

0.79%Fee0.03%

3–1OSCV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026