IWM vs OSCV

AIWM

BOSCV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,153VUG · IWM $13,509

Lowest cost0.03%VUG · $3 on $10k

Most income1.10%OSCV · $110 on $10k

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

Held in common4.3%IWM and OSCV

IWM

OSCV

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

+21.6%3 years · per year$18,002 · $14,747+13.8%

+6.2%5 years · per year$13,509 · $13,154+5.6%

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

0.96%12-mo yield$96 · $110 on $10k1.10%

−11.1%Worst dropSmaller wins−9.1%

18.2%VolatilityLower wins11.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWM · OSCV

0.3%CTRE0.5%

0.2%FSS1.1%

0.2%TRNO1.1%

0.2%MATX0.5%

Held in common4.3%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$633M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AIWM	iShares Russell 2000 ETFRead Desk	0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.10%	+0.7%	+13.4%	+13.5%	+13.8%	+5.6%	−9.1%	$633M

End-of-day Nov 4, 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

$13,509

OSCV

Opus Small Cap Value Plus

$13,154

MeasureIWMOSCV

Fee0.19%0.79%

Cost on $10k a year$19$79

Yield0.96%1.10%

5 years, per year+6.2%+5.6%

3 years, per year+21.6%+13.8%

Worst drop · 1Y−11.1%−9.1%

Volatility · 1Y18.2%11.9%

3–3measures won
level

4.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: IWM, OSCV, VUG

Today

4.3%most shared, IWM and OSCV

IWMOSCVVUG

IWM—4.3%0.0%

OSCV4.3%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

VUG$40 − $3 = $37

OSCV$110 − $79 = $31

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee