Compare · 2 funds side by side · dividends reinvested

VIG and OSCV

VIGVanguard×OSCVAptus×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,583VIG · best of the two

Story of the two · IncomeMost incomeVIG · 1.46% · $146 a year on $10k

Story of the two · RiskSmallest drop

VIG and OSCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B1.0

Opus Small Cap Value Plus ETFUS Stock Styles · Small cap0.79%1.11%+13.1%+14.1%+11.8%+4.9%−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 10, 2026 · returns include dividends · since: VIG 2006 · OSCV 2018

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Dividend Appreciation ETF · $109B$16,583

VIG

OSCV

Opus Small Cap Value Plus ETF · $622M$12,678

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

VIGMeasureOSCV

+15.1%

More Ways to See the Pairs

VIG vs OSCV: Top 5 Holdings

Today

VIG

22.1%in top 5

OSCV

in top 514.7%

VIGStockOSCV

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

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 10, 2026 · fee on $10,000 a year

Yields: VIG, OSCV

1Y

1.46%highest, VIG

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+13.1%

+17.8%1 yearTotal return+14.1%

+18.6%3 years · per year$10,000 became $16,696 · $13,965+11.8%

+10.6%5 years · per year$10,000 became $16,583 · $12,678+4.9%

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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CASH&OTH3.5%

not top 5THG2.9%

not top 5TXRH2.8%

not top 5EHC2.8%

not top 5ENSG2.6%

Held in common0.6%

End-of-day Nov 10, 2026 · share of each fund

VIG vs OSCV Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

OSCVAptus

+4.9%

5 years, per year

VIGOSCVFaded: behind in that period

4–0VIG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Stocks: VIG vs OSCV

YTD

VanguardVIG

+15.1%

OSCVAptus

+13.1%

+15.1%Year to date+13.1%

−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 10, 2026 · smaller drop and lower volatility win

$10k

VIG1.46%$146

OSCV1.11%$111

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$142most kept, VIG

VIG$146 − $4 = $142

OSCV$111 − $79 = $32

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VIG, OSCV

Today

0.6%most shared, VIG and OSCV

VIGOSCV

VIG—0.6%

OSCV0.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.8%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

OSCVWorst drop−9.1%12.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VIGOSCV

+15.1%Year to date+13.1%

1.5%Yield1.1%

+17.8%Past year+14.1%

0.04%Fee0.79%

4–0VIG wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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VIG and OSCV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two