Compare · 2 funds side by side · dividends reinvested

VIG and OSCV

VIGVanguard×OSCVAptus×
$7.5k$10k$12.5k$15k$17.5kLow $8,606 · 2022VIG$16,638OSCV$12,639Nov 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,638VIG · best of the two
02 / 04

VIG and OSCV, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.0
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%$622M2.0
Rank among the two1st → 2ndFee, 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: VIG 2006 · OSCV 2018
@TheETFTracker·theetftracker.com

Head to Head

5Y
Vanguard Dividend Appreciation ETF · $109B$16,638
VIG
OSCV
Opus Small Cap Value Plus ETF · $622M$12,639

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

VIGMeasureOSCV
+14.8%Year to dateJan 1 → Nov 9+12.8%
+17.6%1 yearTotal return+14.3%
+18.8%3 years · per year$10,000 became $16,775 · $14,197+12.4%
+10.7%5 years · per year$10,000 became $16,638 · $12,639+4.8%
0.04%Expense ratio$4 · $79 a year on $10k · lower is better0.79%
1.46%Trailing 12-mo yield$146 · $111 a year on $10k1.11%
−7.9%Worst dropSmaller is better−9.1%
11.0%VolatilityLower is calmer12.4%
VIGOSCV Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0VIG wins
End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

VIG vs OSCV: Top 5 Holdings

Today
VIG
22.1%in top 5
in top 515.1%
VIGStockOSCV
4.9%MSFTnot top 5
4.9%AAPLnot top 5
4.3%AVGOnot top 5
4.1%LLYnot top 5
not top 5CASH&OTH3.9%
3.9%JPMnot top 5
not top 5THG3.0%
not top 5TXRH2.8%
not top 5EHC2.8%
not top 5ENSG2.7%
Held in common0.6%
End-of-day Nov 9, 2026 · share of each fund
@TheETFTracker·theetftracker.com

VIG vs OSCV Returns, Every Period

5Y
VanguardVIG
+10.7%
5 years, per year
OSCVAptus
+4.8%
5 years, per year
0%+10%+20%+14.8%+12.8%YTD+17.6%+14.3%1 year+18.8%+12.4%3 yrs · yr+10.7%+4.8%5 yrs · yr
VIGOSCVFaded: behind in that period
4–0VIG wins
End-of-day Nov 9, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Stocks: VIG vs OSCV

YTD
VanguardVIG
+14.8%
OSCVAptus
+12.8%
Jan 1Nov 9+14.8%+12.8%
+14.8%Year to date+12.8%
−7.9%Worst drop · 1Y−9.1%
11.0%Volatility · 1Y12.4%
1.5%Yield1.1%
$109BAssets$622M
4–0VIG wins
End-of-day Nov 9, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: VIG, OSCV

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
OSCV0.79%$79
End-of-day Nov 9, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: VIG, OSCV

1Y
1.46%highest, VIG
FundTrailing yieldYield$10k
VIG1.46%$146
OSCV1.11%$111
End-of-day Nov 9, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$142most kept, VIG
VIG$146 − $4 = $142
OSCV$111 − $79 = $32
KeptFee
End-of-day Nov 9, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: VIG, OSCV

Today
0.6%most shared, VIG and OSCV
VIGOSCV
VIG—0.6%
OSCV0.6%—
End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+17.6%VIG, at 11.0% volatility
0%+5%+10%+15%+20%7.5%10%12.5%15%Volatility · 1 year → bumpierVIG +17.6%OSCV +14.3%
VIGWorst drop−7.9%11.0% vol
OSCVWorst drop−9.1%12.4% vol
End-of-day Nov 9, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 9+14.8%+12.8%
+14.8%Year to date+12.8%
1.5%Yield1.1%
+17.6%Past year+14.3%
0.04%Fee0.79%
4–0VIG wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+33.2%
VIGVanguard
+14.8%
Jan 1Nov 9+33.2%+14.8%
+33.2%Year to date+14.8%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+18.8%
VIGVanguard
+14.8%
Jan 1Nov 9+18.8%+14.8%
+18.8%Year to date+14.8%
1.8%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+6.6%
JEPIJ.P. Morgan
+7.5%
Jan 1Nov 9+6.6%+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
@TheETFTracker·theetftracker.com