IWM vs OSCV5YIWMIWMAvsBOSCVOSCViShares Russell 2000 ETF · $76.6BOpus Small Cap Value Plus ETF · $635MReturns · dividends in+19.1%3 years · per year$16,891 · $14,245+12.5%+4.1%5 years · per year$12,210 · $12,358+4.3%Cost and income0.19%Expense ratio$19 · $79 on $10k · lower wins0.79%0.98%12-mo yield$98 · $111 on $10k
Overlap: IWM, OSCV, IJHToday12.5%most shared, IWM and IJHIWMOSCVIJHIWM—4.3%12.5%OSCV4.3%—8.0%IJH12.5%8.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IWM vs OSCV5YAIWMiShares Russell 2000$12,210vsOSCVBOpus Small Cap Value Plus$12,357$8k$10k$12kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B2BOSCVOpus Small Cap Value Plus ETFReadDesk0.79%1.11%0.0%+12.7%+12.7%+12.5%+4.3%−9.1%$635M3AIWMiShares Russell 2000 ETFReadDesk0.19%0.98%−0.3%+13.5%+15.1%+19.1%+4.1%−11.1%$76.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B2BOSCVOpus Small Cap Value Plus ETFReadDesk0.79%1.11%0.0%+12.7%+12.7%+12.5%+4.3%−9.1%$635M3AIWMiShares Russell 2000 ETFReadDesk0.19%0.98%−0.3%+13.5%+15.1%+19.1%+4.1%−11.1%$76.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
IWM vs VBYTDiSharesIWMiSA+13.5%vsBVVBVanguard+14.0%Jan 1Nov 13+13.5%+14.0%+13.5%Year to date+14.0%1.0%Yield1.3%$76.6BAssets$76.9B2–0VB winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: IWM, OSCV, IJHToday12.5%most shared, IWM and IJHIWMOSCVIJHIWM—4.3%12.5%OSCV4.3%—8.0%IJH12.5%8.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117IWM$98 − $19 = $79OSCV$111 − $79 = $32KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee