Compare · 3 funds side by side · dividends reinvested

VB, OSCV and VO

VBVanguard×OSCVAptus×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,867VO · best of the three

02 / 04

VB, OSCV and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.24%+15.3%+19.2%+18.8%+6.2%−9.0%16.4%$76.9B1.6

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%$622M2.8

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

Head to Head

Swap sides Versus in desk

Head to Head

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

OSCV

Vanguard Morningstar Small-Cap ETF · $76.9B$13,532

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

OSCVMeasureVB

+12.8%Year to dateJan 1 → Nov 9+15.3%

+14.3%1 yearTotal return+19.2%

+12.4%3 years · per year$10,000 became $14,197 · $16,782+18.8%

+4.8%5 years · per year$10,000 became $12,639 · $13,532+6.2%

0.79%Expense ratio$79 · $3 a year on $10k · lower is better0.03%

1.11%Trailing 12-mo yield$111 · $124 a year on $10k1.24%

−9.1%Worst dropSmaller is better−9.0%

12.4%VolatilityLower is calmer16.4%

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

1–7VB 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 VB: Top 5 Holdings

Today

OSCV

15.1%in top 5

in top 52.9%

OSCVStockVB

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

not top 5NTRA0.7%

not top 5TWLO0.6%

not top 5RVMD0.5%

not top 5ILMN0.5%

not top 5P0.5%

Held in common4.3%

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

OSCV vs VB Returns, Every Period

AptusOSCV

+4.8%

5 years, per year

VBVanguard

+6.2%

5 years, per year

OSCVVBFaded: behind in that period

0–4VB wins

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

OSCV vs VO

YTD

AptusOSCV

+12.8%

VOVanguard

+13.6%

+12.8%Year to date+13.6%

−9.1%Worst drop · 1Y−8.2%

12.4%Volatility · 1Y13.1%

1.1%Yield1.4%

$622MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: VB, OSCV, VO

Today

0.03%lowest, VB

FundExpense ratioFee$10k

VB0.03%$3

VO0.03%$3

OSCV0.79%$79

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

Yields: VB, OSCV, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VB1.24%$124

OSCV1.11%$111

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VB$124 − $3 = $121

OSCV$111 − $79 = $32

KeptFee

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

Overlap: VB, OSCV, VO

Today

4.3%most shared, VB and OSCV

VBOSCVVO

VB—4.3%2.5%

OSCV4.3%—0.0%

VO2.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+19.2%VB, at 16.4% volatility

OSCVWorst drop−9.1%12.4% vol

VOWorst drop−8.2%13.1% vol

VBWorst drop−9.0%16.4% vol

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

Paid More vs Made More

YTD

VOVB

+13.6%Year to date+15.3%

1.4%Yield1.2%

+15.6%Past year+19.2%

0.03%Fee0.03%

2–1VB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

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