Compare · 2 funds side by side · dividends reinvested

SDVY and OSCV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,495SDVY · best of the two

02 / 04

SDVY and OSCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust SMID Cap Rising Dividend Achievers ETFIncome · Dividend stocks0.58%1.00%+10.2%+12.5%+17.4%+9.2%−9.5%14.5%$11.4B1.4

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%$620M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SDVY 2017 · OSCV 2018

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4B$15,495

SDVY

OSCV

Opus Small Cap Value Plus ETF · $620M$12,515

$10,000 five years ago, dividends reinvested · they hold 10.1% in common

SDVYMeasureOSCV

+10.2%Year to dateJan 1 → Nov 6+10.1%

+12.5%1 yearTotal return+10.6%

+17.4%3 years · per year$10,000 became $16,189 · $14,132+12.2%

+9.2%5 years · per year$10,000 became $15,495 · $12,515+4.6%

0.58%Expense ratio$58 · $79 a year on $10k · lower is better0.79%

1.00%Trailing 12-mo yield$100 · $114 a year on $10k1.14%

−9.5%Worst dropSmaller is better−9.1%

14.5%VolatilityLower is calmer12.2%

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

5–3SDVY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDVY vs OSCV: Top 5 Holdings

Today

SDVY

5.5%in top 5

OSCV

in top 515.2%

SDVYStockOSCV

not top 5CASH&OTH3.7%

1.1%THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

1.2%IPARnot top 5

1.1%WSMnot top 5

1.1%YOUnot top 5

1.1%AIZnot top 5

Held in common10.1%

End-of-day Nov 6, 2026 · share of each fund

SDVY vs OSCV Returns, Every Period

First TrustSDVY

+9.2%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

SDVYOSCVFaded: behind in that period

4–0SDVY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SDVY vs OSCV

YTD

First TrustSDVY

+10.2%

OSCVAptus

+10.1%

+10.2%Year to date+10.1%

−9.5%Worst drop · 1Y−9.1%

14.5%Volatility · 1Y12.2%

1.0%Yield1.1%

$11.4BAssets$620M

3–1OSCV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDVY, OSCV

Today

0.58%lowest, SDVY

FundExpense ratioFee$10k

SDVY0.58%$58

OSCV0.79%$79

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SDVY, OSCV

1.14%highest, OSCV

FundTrailing yieldYield$10k

OSCV1.14%$114

SDVY1.00%$100

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$42most kept, SDVY

SDVY$100 − $58 = $42

OSCV$114 − $79 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SDVY, OSCV

Today

10.1%most shared, SDVY and OSCV

SDVYOSCV

SDVY—10.1%

OSCV10.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.5%SDVY, at 14.5% volatility

OSCVWorst drop−9.1%12.2% vol

SDVYWorst drop−9.5%14.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

OSCVSDVY

+10.1%Year to date+10.2%

1.1%Yield1.0%

+10.6%Past year+12.5%

0.79%Fee0.58%

3–1SDVY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026