Compare · 3 funds side by side · dividends reinvested

VB, OSCV and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,830IJH · best of the three

02 / 04

VB, OSCV and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.28%+11.8%+14.0%+18.5%+6.0%−9.0%16.2%$76.9B1.5

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.9

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%$637M2.6

Rank among the three1st → 3rdFee, 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: VB 2004 · OSCV 2018 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$13,413

OSCV

Opus Small Cap Value Plus ETF · $637M$12,515

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

VBMeasureOSCV

+11.8%Year to dateJan 1 → Nov 6+10.1%

+14.0%1 yearTotal return+10.6%

+18.5%3 years · per year$10,000 became $16,654 · $14,132+12.2%

+6.0%5 years · per year$10,000 became $13,413 · $12,515+4.6%

0.03%Expense ratio$3 · $79 a year on $10k · lower is better0.79%

1.28%Trailing 12-mo yield$128 · $114 a year on $10k1.14%

−9.0%Worst dropSmaller is better−9.1%

16.2%VolatilityLower is calmer12.2%

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

7–1VB wins

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

More Ways to See the Pairs

VB vs OSCV: Top 5 Holdings

Today

2.9%in top 5

OSCV

in top 515.2%

VBStockOSCV

not top 5CASH&OTH3.7%

not top 5THG3.0%

not top 5TXRH2.9%

not top 5EHC2.8%

not top 5ENSG2.7%

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 6, 2026 · share of each fund

VB vs OSCV Returns, Every Period

VanguardVB

+6.0%

5 years, per year

OSCVAptus

+4.6%

5 years, per year

VBOSCVFaded: behind in that period

4–0VB wins

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

VB vs IJH

YTD

VanguardVB

+11.8%

IJHiShares

+9.5%

+11.8%Year to date+9.5%

−9.0%Worst drop · 1Y−8.8%

16.2%Volatility · 1Y15.5%

1.3%Yield1.3%

$76.9BAssets$121B

2–1IJH wins

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

Cost, Income and Risk

Fees: VB, OSCV, IJH

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IJH0.05%$5

OSCV0.79%$79

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

Yields: VB, OSCV, IJH

1.28%highest, VB

FundTrailing yieldYield$10k

VB1.28%$128

IJH1.26%$126

OSCV1.14%$114

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

IJH$126 − $5 = $121

OSCV$114 − $79 = $35

KeptFee

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

Overlap: VB, OSCV, IJH

Today

41.6%most shared, VB and IJH

VBOSCVIJH

VB—4.3%41.6%

OSCV4.3%—8.2%

IJH41.6%8.2%—

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

Return vs Bumpiness: 3 ETFs

+14.0%VB, at 16.2% volatility

OSCVWorst drop−9.1%12.2% vol

IJHWorst drop−8.8%15.5% vol

VBWorst drop−9.0%16.2% vol

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

Paid More vs Made More

YTD

VBOSCV

+11.8%Year to date+10.1%

1.3%Yield1.1%

+14.0%Past year+10.6%

0.03%Fee0.79%

4–0VB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

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