Compare · 3 funds side by side · dividends reinvested

VB, OSCV and VO

VBVanguard×OSCVAptus×VOVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,809VO · best of the three

Story of the three · IncomeMost incomeVO · 1.35% · $135 a year on $10k

Story of the three · RiskSmallest drop

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%+14.0%+13.7%+18.4%+6.7%−8.2%13.2%$103B1.4

Vanguard Morningstar Small-Cap ETFUS Stock Styles · Small cap0.03%1.25%+14.1%+15.6%+18.0%+5.9%−9.0%16.4%$76.9B1.8

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+12.7%+12.6%+12.1%+4.6%−9.1%12.4%$635M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: VB 2004 · OSCV 2018 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Opus Small Cap Value Plus ETF · $635M$12,538

OSCV

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,809

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OSCVMeasure

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OSCV vs VO: Top 5 Holdings

Today

OSCV

14.7%in top 5

VO

in top 55.3%

OSCVStockVO

3.6%CASH&OTHnot top 5

2.9%THGnot top 5

2.8%TXRHnot top 5

2.8%EHCnot top 5

2.7%ENSGnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: VB, OSCV, VO

1Y

Popular Pairs Near These Three

IWM vs VB

YTD

iSharesIWM

+13.9%

VBVanguard

+14.1%

+13.9%Year to date+14.1%

1.0%Yield1.3%

$78.1BAssets$76.9B

2–0VB wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VO

+12.7%Year to dateJan 1 → Nov 12+14.0%

+12.6%1 yearTotal return+13.7%

+12.1%3 years · per year$10,000 became $14,086 · $16,605+18.4%

+4.6%5 years · per year$10,000 became $12,538 · $13,809+6.7%

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

1.11%Trailing 12-mo yield$111 · $135 a year on $10k1.35%

−9.1%Worst dropSmaller is better−8.2%

12.4%VolatilityLower is calmer13.2%

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

1–7VO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

OSCV vs VO Returns, Every Period

5Y

AptusOSCV

+4.6%

5 years, per year

VOVanguard

+6.7%

5 years, per year

OSCVVOFaded: behind in that period

0–4VO wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

OSCV vs VO

YTD

AptusOSCV

+12.7%

VOVanguard

+14.0%

+12.7%Year to date+14.0%

−9.1%Worst drop · 1Y−8.2%

12.4%Volatility · 1Y13.2%

1.1%Yield1.3%

$635MAssets$103B

3–1VO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VB1.25%$125

OSCV1.11%$111

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

Income After Fees on $10,000

1Y

$132most kept, VO

VO$135 − $3 = $132

VB$125 − $3 = $122

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.6%VB, at 16.4% volatility

OSCVWorst drop−9.1%12.4% vol

VOWorst drop−8.2%13.2% vol

VBWorst drop−9.0%16.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VOVB

+14.0%Year to date+14.1%

1.3%Yield1.3%

+13.7%Past year+15.6%

0.03%Fee0.03%

2–0VB wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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VB, OSCV and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three