Compare · 3 funds side by side · dividends reinvested

VB, OSCV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

VB, OSCV and IWF, 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%$76.9B1.4

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%$633M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4

Rank among the three1st → 3rdFee, 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 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap ETF · $76.9B$14,105

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

More Ways to See the Pairs

VB vs OSCV: Top 5 Holdings

Today

2.9%in top 5

OSCV

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

VB vs OSCV Returns, Every Period

VanguardVB

+7.1%

5 years, per year

OSCVAptus

+5.6%

5 years, per year

VBOSCVFaded: behind in that period

4–0VB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VB vs OSCV

YTD

VanguardVB

+15.8%

OSCVAptus

+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

Cost, Income and Risk

Fees: VB, OSCV, IWF

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

IWF0.18%$18

OSCV0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VB, OSCV, IWF

1.23%highest, VB

FundTrailing yieldYield$10k

VB1.23%$123

OSCV1.10%$110

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

OSCV$110 − $79 = $31

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VB, OSCV, IWF

Today

4.3%most shared, VB and OSCV

VBOSCVIWF

VB—4.3%4.0%

OSCV4.3%—0.0%

IWF4.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.9%VB, at 15.7% volatility

OSCVWorst drop−9.1%11.9% vol

VBWorst drop−9.0%15.7% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VBOSCV

+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

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026