Compare · 2 funds side by side · dividends reinvested

SCHD and OSCV

SCHDSchwab×OSCVAptus×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCHD and OSCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.8%+14.3%+12.4%+4.8%−9.1%12.4%$622M2.0

Rank among the two1st → 2ndFee, 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: SCHD 2011 · OSCV 2018

Head to Head

Swap sides Versus in desk

Head to Head

Opus Small Cap Value Plus ETF · $622M$12,639

OSCV

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

OSCVMeasureSCHD

+12.8%Year to dateJan 1 → Nov 9+33.2%

+14.3%1 yearTotal return+39.1%

+12.4%3 years · per year$10,000 became $14,197 · $17,123+19.6%

+4.8%5 years · per year$10,000 became $12,639 · $16,459+10.5%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

1.11%Trailing 12-mo yield$111 · $296 a year on $10k2.96%

−9.1%Worst dropSmaller is better−6.9%

12.4%VolatilityLower is calmer11.8%

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

0–8SCHD 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 SCHD: Top 5 Holdings

Today

OSCV

15.1%in top 5

SCHD

in top 521.4%

OSCVStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.9%CASH&OTHnot top 5

3.0%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

Held in common0.4%

End-of-day Nov 9, 2026 · share of each fund

OSCV vs SCHD Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

OSCVSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: OSCV vs SCHD

YTD

AptusOSCV

+12.8%

SCHDSchwab

+33.2%

+12.8%Year to date+33.2%

−9.1%Worst drop · 1Y−6.9%

12.4%Volatility · 1Y11.8%

1.1%Yield3.0%

$622MAssets$122B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, OSCV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OSCV0.79%$79

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

Yields: SCHD, OSCV

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

OSCV1.11%$111

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

OSCV$111 − $79 = $32

KeptFee

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

Overlap: SCHD, OSCV

Today

0.4%most shared, SCHD and OSCV

SCHDOSCV

SCHD—0.4%

OSCV0.4%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

OSCVWorst drop−9.1%12.4% vol

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

Paid More vs Made More

YTD

SCHDOSCV

+33.2%Year to date+12.8%

3.0%Yield1.1%

+39.1%Past year+14.3%

0.06%Fee0.79%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026