Compare · 3 funds side by side · dividends reinvested

VIG, OSCV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

VIG, OSCV and VUG, 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%$109B1.3

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%$622M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · OSCV 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

More Ways to See the Pairs

VIG vs OSCV: Top 5 Holdings

Today

VIG

22.1%in top 5

OSCV

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

VIG vs OSCV Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

OSCVAptus

+4.8%

5 years, per year

VIGOSCVFaded: behind in that period

4–0VIG wins

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

Income vs Stocks: VIG vs OSCV

YTD

VanguardVIG

+14.8%

OSCVAptus

+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

Cost, Income and Risk

Fees: VIG, OSCV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

OSCV0.79%$79

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

Yields: VIG, OSCV, VUG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

OSCV1.11%$111

VUG0.41%$41

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VUG$41 − $3 = $38

OSCV$111 − $79 = $32

KeptFee

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

Overlap: VIG, OSCV, VUG

Today

26.4%most shared, VIG and VUG

VIGOSCVVUG

VIG—0.6%26.4%

OSCV0.6%—0.0%

VUG26.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

OSCVWorst drop−9.1%12.4% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VIGOSCV

+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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+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