IWM vs OSCV

AIWM

BOSCV

Measures won2–3OSCV wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · IWM $12,637

Lowest cost0.18%IWF · $18 on $10k

Most income1.13%OSCV · $113 on $10k

Smallest drop−9.1%OSCV · worst fall in 1Y

Held in common4.2%IWM and OSCV

IWM

OSCV

iShares Russell 2000 ETF · $77.4BOpus Small Cap Value Plus ETF · $633M

+19.4%3 years · per year$17,029 · $14,253+12.5%

+4.8%5 years · per year$12,637 · $12,615+4.8%

0.19%Expense ratio$19 · $79 on $10k · lower wins0.79%

1.01%12-mo yield$101 · $113 on $10k1.13%

−11.1%Worst dropSmaller wins−9.1%

18.7%VolatilityLower wins12.2%

2–3OSCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · OSCV

0.3%CTRE0.5%

0.2%TRNO1.1%

0.2%FSS1.1%

0.2%ZWS1.0%

Held in common4.2%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.13%	−2.7%	+10.3%	+11.4%	+12.5%	+4.8%	−9.1%	$633M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.01%	−4.6%	+10.8%	+13.5%	+19.4%	+4.8%	−11.1%	$77.4B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.13%	−2.7%	+10.3%	+11.4%	+12.5%	+4.8%	−9.1%	$633M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWM vs OSCV

IWM

iShares Russell 2000

$12,637

OSCV

Opus Small Cap Value Plus

$12,615

MeasureIWMOSCV

Fee0.19%0.79%

Cost on $10k a year$19$79

Yield1.01%1.13%

5 years, per year+4.8%+4.8%

3 years, per year+19.4%+12.5%

Worst drop · 1Y−11.1%−9.1%

Volatility · 1Y18.7%12.2%

3–2measures won
OSCV first

4.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWM, OSCV, IWF

Today

4.2%most shared, IWM and OSCV

IWMOSCVIWF

IWM—4.2%0.0%

OSCV4.2%—0.0%

IWF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$82most kept, IWM

IWM$101 − $19 = $82

OSCV$113 − $79 = $34

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee