IWM vs OSCV

AIWM

BOSCV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWM $12,766

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common4.3%IWM and OSCV

IWM

OSCV

iShares Russell 2000 ETF · $76.6BOpus Small Cap Value Plus ETF · $620M

+19.6%3 years · per year$17,100 · $14,132+12.2%

+5.0%5 years · per year$12,766 · $12,515+4.6%

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

1.00%12-mo yield$100 · $114 on $10k1.14%

−11.1%Worst dropSmaller wins−9.1%

18.7%VolatilityLower wins12.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · OSCV

0.3%CTRE0.5%

0.2%TRNO1.2%

0.2%FSS1.1%

0.2%ZWS1.0%

Held in common4.3%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M

End-of-day Nov 6, 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

$12,766

OSCV

Opus Small Cap Value Plus

$12,515

MeasureIWMOSCV

Fee0.19%0.79%

Cost on $10k a year$19$79

Yield1.00%1.14%

5 years, per year+5.0%+4.6%

3 years, per year+19.6%+12.2%

Worst drop · 1Y−11.1%−9.1%

Volatility · 1Y18.7%12.2%

3–3measures won
level

4.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IWM, OSCV, VTV

Today

4.3%most shared, IWM and OSCV

IWMOSCVVTV

IWM—4.3%0.0%

OSCV4.3%—0.0%

VTV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWM$100 − $19 = $81

OSCV$114 − $79 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee