Compare · 2 funds side by side · dividends reinvested

VB and OSCV

VBVanguard×OSCVAptus×
$7.5k$10k$12.5k$15kLow $7,835 · 2022VB$14,105OSCV$13,154Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,105VB · best of the two
02 / 04

VB and OSCV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.23%+15.8%+17.9%+20.5%+7.1%−9.0%15.7%$76.9B1.1
Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.10%+13.4%+13.5%+13.8%+5.6%−9.1%11.9%$633M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: VB 2004 · OSCV 2018
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Head to Head

5Y
Vanguard Morningstar Small-Cap ETF · $76.9B$14,105
VB
OSCV
Opus Small Cap Value Plus ETF · $633M$13,154

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

VBMeasureOSCV
+15.8%Year to dateJan 1 → Nov 4+13.4%
+17.9%1 yearTotal return+13.5%
+20.5%3 years · per year$10,000 became $17,489 · $14,747+13.8%
+7.1%5 years · per year$10,000 became $14,105 · $13,154+5.6%
0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%
1.23%Trailing 12-mo yield$123 · $110 a year on $10k1.10%
−9.0%Worst dropSmaller is better−9.1%
15.7%VolatilityLower is calmer11.9%
VBOSCV Winner of the row, in its colourEach row: the bigger of the two fills its side
7–1VB wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

VB vs OSCV: Top 5 Holdings

Today
VB
2.9%in top 5
in top 514.6%
VBStockOSCV
not top 5CASH&OTH3.6%
not top 5THG3.0%
not top 5TXRH2.8%
not top 5EHC2.7%
not top 5ENSG2.6%
0.7%NTRAnot top 5
0.6%TWLOnot top 5
0.5%RVMDnot top 5
0.5%ILMNnot top 5
0.5%Pnot top 5
Held in common4.3%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VB vs OSCV Returns, Every Period

5Y
VanguardVB
+7.1%
5 years, per year
OSCVAptus
+5.6%
5 years, per year
0%+10%+20%+30%+15.8%+13.4%YTD+17.9%+13.5%1 year+20.5%+13.8%3 yrs · yr+7.1%+5.6%5 yrs · yr
VBOSCVFaded: behind in that period
4–0VB wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

VB vs OSCV

YTD
VanguardVB
+15.8%
OSCVAptus
+13.4%
Jan 1Nov 4+15.8%+13.4%
+15.8%Year to date+13.4%
−9.0%Worst drop · 1Y−9.1%
15.7%Volatility · 1Y11.9%
1.2%Yield1.1%
$76.9BAssets$633M
3–1VB wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VB, OSCV

Today
0.03%lowest, VB
FundExpense ratioFee$10k
VB0.03%$3
OSCV0.79%$79
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VB, OSCV

1Y
1.23%highest, VB
FundTrailing yieldYield$10k
VB1.23%$123
OSCV1.10%$110
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$120most kept, VB
VB$123 − $3 = $120
OSCV$110 − $79 = $31
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VB, OSCV

Today
4.3%most shared, VB and OSCV
VBOSCV
VB—4.3%
OSCV4.3%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+17.9%VB, at 15.7% volatility
0%+5%+10%+15%+20%5%10%15%20%Volatility · 1 year → bumpierVB +17.9%OSCV +13.5%
OSCVWorst drop−9.1%11.9% vol
VBWorst drop−9.0%15.7% vol
End-of-day Nov 4, 2026 · up and left is better
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Paid More vs Made More

YTD
VBOSCV
Jan 1Nov 4+15.8%+13.4%
+15.8%Year to date+13.4%
1.2%Yield1.1%
+17.9%Past year+13.5%
0.03%Fee0.79%
4–0VB wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

IWM vs VB

YTD
iSharesIWM
+16.2%
VBVanguard
+15.8%
Jan 1Nov 4+16.2%+15.8%
+16.2%Year to date+15.8%
1.0%Yield1.2%
$77.4BAssets$76.9B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com