OSCV vs FMTM

AOSCV

BFMTM

Measures won3–1OSCV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · OSCV $12,515

Lowest cost0.03%VUG · $3 on $10k

Most income1.14%OSCV · $114 on $10k

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

Held in common3.4%OSCV and FMTM

OSCV

FMTM

Opus Small Cap Value Plus ETF · $620MMarketDesk Focused U.S. Momentum ETF · $266M

+12.2%3 years · per year$14,132 · […][…]

+4.6%5 years · per year$12,515 · […][…]

0.79%Expense ratio$79 · $45 on $10k · lower wins0.45%

1.14%12-mo yield$114 · $26 on $10k0.26%

−9.1%Worst dropSmaller wins−16.0%

12.2%VolatilityLower wins27.2%

3–1OSCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOSCV · FMTM

3.0%THG3.5%

0.4%DINO3.0%

Held in common3.4%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M
3	BFMTM	MarketDesk Focused U.S. Momentum ETFRead Desk	0.45%	0.26%	−1.2%	+14.1%	+15.5%	new	new	−16.0%	$266M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.14%	−0.1%	+10.1%	+10.6%	+12.2%	+4.6%	−9.1%	$620M
3	BFMTM	MarketDesk Focused U.S. Momentum ETFRead Desk	0.45%	0.26%	−1.2%	+14.1%	+15.5%	new	new	−16.0%	$266M

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

OSCV vs FMTM

OSCV

Opus Small Cap Value Plus

$12,515

FMTM

MarketDesk Focused U.S. Momentum

[…]

MeasureOSCVFMTM

Fee0.79%0.45%

Cost on $10k a year$79$45

Yield1.14%0.26%

5 years, per year+4.6%[…]

3 years, per year+12.2%[…]

Worst drop · 1Y−9.1%−16.0%

Volatility · 1Y12.2%27.2%

3–1measures won
OSCV first

3.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: OSCV, FMTM, VUG

Today

3.4%most shared, OSCV and FMTM

OSCVFMTMVUG

OSCV—3.4%0.0%

FMTM3.4%—2.2%

VUG0.0%2.2%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

OSCV$114 − $79 = $35

FMTM$26 − $45 = −$19

KeptFee

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